Why Use Caulfield Associates Ltd?

Cheryl Caulfield FCCA, professional Finance Director Caulfield Associates Ltd offer Finance Director services throughout the North West of England to SME's. Founded by Cheryl Caulfield a Fellow member of the Association of Chartered Certified Accountants in 2013. With many years of industry experience I am not ‘just your Finance Director or Chief Financial Officer’,


I am a commercially astute accomplished Finance professional and am cross functional across all aspects of the business. Think of me as your 'critical friend'. 


I specialise in owner and family managed businesses across all industries up to £20m Turnover.


Testimonials can be found on my Linked In profile (link below).


I can provide excellent incisive management information on a timely basis to aid the business decision making and through this process identify areas of weakness and make process and systems recommendations or improvements. I will implement plans to enhance profit margins, provide strategic support and produce meaningful business plans, funding proposals and the all important cash flow forecasts.


My Finance Director’s role is not non participating. Your business views, cultures and opinions will be challenged from operations strategy to pricing , from marketing plans to board/staff remuneration to ensure your future plans are financially viable, compliant and sustainable.


No business in my opinion should be without a Finance Director, even if for one day a month. I will ensure your Finance Infrastructure is strong and cost efficient whilst providing the highest level of Financial support for your business. A credible service your business needs to take it to the next level, turn it around or even to help with an exit strategy.


Take advantage of the experiences and expertise of Cheryl Caulfield so that your business receives the support it requires to take it to the next level.

What is a Finance Director?

A Finance Director is a senior executive who supports various businesses by overseeing and implementing the financial strategy for the company. Finance Directors control key financial matters by managing risks, supporting and pushing growth and challenging the existing senior management team, Managing Director or CEO.

 Portfolio Finance Director services include:

   £. Re Shaping, Re Structuring, Re Forecasting

   £ Stakeholder Engagement

   £  Strategic Support in business reorganisation
   £. Costs reduction advice
   £. Profitability and pricing analysis
   £. Banking requirements and Working Capital proposals
   £. Budgeting and forecasting
   £. Monthly business performance Analysis
   £. Business plan preparation
   £. Capital equipment leasing and purchase planning
   £. Financial implications/What If Analysis advice on strategic changes
   £. Planning and documentation for financial due diligence
   £. Business start-up assistance
   £. Managing growth to maintain financial sustainability
   £. Monitoring,  and strengthening business processes
   £. Mentoring and Coaching Existing Finance Staff
   £. Recruiting Finance staff to build a strong infrastructure to ensure your business has the    skillset it needs



Contact us for more information, fees or request a call back now.

Required fields are marked *
Please tick this box to prove that you are human *

Our Team


Cheryl Caulfield FCCA