1. What exactly is a Fractional Finance Director, and how does the advisory engagement work?
A Fractional FD provides board-level corporate financial leadership, commercial strategy, and institutional fiscal governance for family offices and scaling businesses that have outgrown day-to-day bookkeeping but do not require the heavy overhead of a full-time £150k+ executive. We seamlessly embed into your leadership structure for a dedicated 2 to 4 days per month, scaling our involvement precisely as your corporate entity grows in preparation for 2026 compliance.
2. Does your firm handle day-to-day compliance bookkeeping and standard tax filing?
No. We do not provide basic data-entry bookkeeping or standalone transactional tax compliance. Instead, we sit on top of your existing operational data as a strategic authority. We oversee and mentor your current in-house accounting staff or external Corporate Service Providers (CSPs), rigorously reviewing their reporting outputs to ensure absolute balance-sheet integrity, cash efficiency, and flawless audit readiness while adhering to Making Tax Digital guidelines.
3. Do you provide regulated financial planning, personal wealth management, or investment advice?
No. Shivohum Management Ltd operates strictly under a professional CIMA Practising Certificate (FCMA/CGMA) focused entirely on corporate financial leadership, commercial scaling, and operational risk management. In compliance with the Financial Services and Markets Act (FSMA), we do not offer services related to account cancellation processes or account onboarding fees for regulated retail financial planning, personal wealth management, or investment advisory services.
4. What scale of corporate asset complexity or volume are your accounting frameworks built for?
Our structural processes are forged from 25 years of international senior financial leadership managing £5bn corporate balance sheets and £17bn in assets under management (AUM) for tier-one global institutions including UBS, Credit Suisse, Barclays, and Prudential plc. We bring this exact caliber of institutional precision, post-merger integration, and Six Sigma workflow engineering directly to private estates, founders, and cross-border structures, ensuring compliance with Companies House fees and standards.
5. What specific corporate financial matters or special mandates fall outside the standard monthly retainer?
Our recurring monthly retainers cover ongoing strategic financial director advisory, corporate compliance oversight, and 13-week cash runway modeling, while adhering to monthly transaction limits. Highly intensive, one-off corporate projects—such as executing full post-merger integrations, scoping complex international R&D claims, or directing a corporate exit strategy—are quoted and handled as separate project-based advisory scopes.
6. How do we safely begin a partnership, and how is cross-border operational discretion handled?
Absolute discretion, strict confidentiality, and data integrity are core to our CIMA-regulated global governance standards. We begin our engagements with a complimentary, strictly confidential 30-minute financial health check to pinpoint structural data leakages or cash runway bottlenecks. Consultations are conducted securely at your corporate offices, private estate, or a secure location of your choice.
7. How do your systems handle the complex UK FRS 102 accounting updates coming into effect?
The mandatory UK accounting transformations take full effect for corporate financial periods starting this year, fundamentally altering how leases and commercial revenues are recognized. Our fractional advisory scope includes the specialized multi-jurisdictional modeling required to ensure smooth transitions in your multi-entity reporting, maintaining compliance not only with FRS 102 but also aligning with the upcoming 2026 compliance requirements to protect your balance sheet.
8. How do you ensure our corporate infrastructure is compliant with HMRC’s Making Tax Digital (MTD) rules?
Absolute compliance is integrated directly into our governance frameworks. All of our structural reporting models are completely aligned with MTD mandates, seamlessly satisfying the rigorous quarterly digital reporting metrics required for higher-earning entities and corporate portfolios, while also considering Companies House fees.
9. Can you step in to coordinate with our external Corporate Service Providers (CSPs) and global tax partners?
Yes. Serving as a single point of absolute financial authority is a core component of our operational scope. We actively manage relationships with your external CSPs, cross-border legal advisors, and global tax offices, streamlining the flow of complex financial information to save you significant administrative time and reduce friction associated with account onboarding fees.
10. What metrics do you use to evaluate and optimize our corporate capital efficiency?
We architect high-performance, multi-currency cash flow models and tight 13-week runway forecasts. By combining these with rigorous margin analysis and Six Sigma process reviews, we actively pinpoint hidden structural leakages, optimize treasury liquidity across international entities, and protect your working capital, all while considering the monthly transaction limit.
11. Do you provide financial integration support during corporate mergers, acquisitions, or branch transitions?
Yes. Drawing directly on our tier-one M&A integration leadership experience handling complex bank mergers and structural branch transitions under FSMA regulations, we provide the ultimate oversight needed for post-merger accounting consolidation, operational workflow re-engineering, and audit packages.
12. How do you assess and structure our internal corporate finance teams for maximum accountability?
Utilizing Six Sigma operational frameworks, we audit your existing internal accounting pipelines to identify inefficiencies, including the account cancellation process. We specialize in compressing slow month-end closing cycles and designing automated tracking frameworks, while providing senior mentorship to your onshore team leaders or offshore delivery hubs.
Regulatory & Legal Notice
Professional Registration • Shivohum Limited is a corporate vehicle for professional services directed by a Fellow Chartered Management Accountant (FCMA / CGMA). Practice operations are conducted under a CIMA Practicing Certificate and are subject to the CIMA Code of Ethics.
Confidentiality & Data • We operate under strict corporate non-disclosure frameworks. Personal and corporate data is held exclusively to fulfill engagement contracts and satisfy legal statutory obligations under UK Anti-Money Laundering (AML) frameworks.
Anti-Money Laundering • In compliance with UK Money Laundering Regulations, Shivohum Limited maintains robust client verification procedures.
Professional Indemnity • In accordance with regulatory mandates, the company maintains full Professional Indemnity Insurance covering all advisory jurisdictions.
Complaints Procedure • We operate to the highest professional standards. Any operational or regulatory concerns regarding our engagement should be directed in writing to ganeshbhatt@shivohum.co.uk to be processed under our formal complaints handling procedure.
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