Cost reduction through finance outsourcing, transparent accounting and support as your business grows
We help owner-managed small and medium-sized businesses (5–150 employees) to get their accounts in order, gain a better basis for decision-making, and free up time for their day-to-day operations.
Many business owners are heavily involved in day-to-day operations – we bring order, structure and control to your finances, so that you can focus on what really matters: your business.
Target audience (brief overview)
Who is this service for?
Business owners who
- have between 5 and 150 employees,
- are involved in day-to-day operations,
- do not have an in-house finance department, or wish to professionalise or outsource this function,
- are addressing growth, organisational structure or succession planning.
Typical challenges faced by SMEs
Many of our SME clients come to us with issues such as:
- No clear overview of the figures, management based on bank balances (profit, liquidity, margins, budget vs. actual)
- Unstructured accounting – often reactive rather than proactive
- Lack of reporting that truly supports decision-making
- Reliance on tax advisors for operational financial matters
- Lack of transparency in cost and profitability structures
- Growing pains: new staff, new projects, increasing complexity
- Lack of preparation for future business succession
Our solution:
Financial clarity for SMEs
1. Transparent accounting
We ensure that your accounts aren’t just ‘fit for the tax office’, but work for you as a business owner.
- A clear, transparent accounting structure
- Regular reconciliation and preparation
- Easy analysis to support business decisions
2. Structured reporting
We develop a reporting system tailored to your business – simple, easy to understand and ready to use every month.
- Cash flow planning
- P&L and margin transparency
- Key figures that really matter
- A dashboard for your business
3. Practical advice and support
We are a sparring partner who works with you to find solutions in your day-to-day business – not just once a year.
- Regular strategy and finance meetings
- Pragmatic support with day-to-day operations
- Guidance on growth, investments or succession planning
- Clear recommendations, no jargon
Why Hey Unkelbach Financial Services?
- Focused on SMEs: We understand the realities of day-to-day operations, HR issues and growth.
- One point of contact instead of lots of loose ends.
- Quick to implement, practical and free from red tape.
- Experienced in succession planning and exit strategies – should you decide to sell later on.
- Less stress for you and better structures for your team.