How to set up a FD / CFO consultancy practice – a brief instruction manual
LIVE

Virtual

07 February, 2023

5:30 pm - 6:30 pm GMT

Event

How to set up a FD / CFO consultancy practice – a brief instruction manual

Location: Virtual

  • Format

    Event

  • Type

    Conference

  • Duration

    1h

Bradley Channer FCMA, CGMA, LRAM, Chief Finance Officer at UBIO Ltd, also Founder of Acceler8me, will whizz you through everything you need to know about starting your own consultancy service, with insights from Julie Bickerdyke FCMA, CGMA, Founder and Managing Director of Not Just an FD.

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Overview

Professional development

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Duration:1h
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Programme outline

Brad will discuss the pros and cons of starting your own consultancy service, finding clients, what to charge, the practical accountancy you need to know and, how to actually get started legally and practically. Julie Bickerdyke FCMA, CGMA, will be on hand to share experience and perspectives, from a member in practice.

The learning outcomes from Brad’s presentation include:

  • The risks and benefits of going it alone.
  • Who is an ideal customer, how to find them and, how to keep them.
  • What accountancy knowledge you are expected to know, and how to find the answers when you don’t know.
  • How to communicate with entrepreneurs, and founders, so that they listen.
  • How to charge, what to charge, and how to plan your time.
  • How to actually get started - what you need to know legally and practically.

Who will benefit ?

  • Those of you who are management accountants, and at any level of job role.

Speakers’ details:

Bradley Channer FCMA, CGMA, LRAM, Chief Finance Officer at UBIO Ltd, also Founder of Acceler8me.

Brad set up Acceler8me in 2014 – an FD/CFO consultancy service helping scale and grow start-ups, early-stage businesses, and SMEs. He is currently the full time CFO for UBIO Ltd – an early-stage software company.

Brad fell into accountancy after being an entrepreneur and freelance finance director. In his career, he has worked with well over 50 companies of different shapes and sizes, in a FD/CFO capacity, raised over $20m in investment, exited four companies (including two of his own) and, has scaled three UK companies into the US.

Brad is a CIMA Council Member and, sits on the Members’ in Practice (MIP) Committee. Outside of CIMA, Brad sits on the boards for two charities, also for a number of start-up businesses.

Julie Bickerdyke FCMA, CGMA, Founder and Managing Director of Not Just an FD – providing outsourced finance director services to small businesses, is the CIMA Members in Practice Committee Secretary. She also acts as a mentor for other accountants on CIMA’s mentoring scheme.