Services

The full CFO agenda, delivered at the level of involvement you need.

Recurring CFO leadership, project-based support or a targeted intervention - each engagement is scoped to the decisions in front of your business right now.

01

Strategic Finance & FP&A

Translate strategy into financial plans and decision-ready insights.

  • Annual budgets and rolling forecasts
  • 3–5 year financial planning
  • Scenario and sensitivity modelling
  • KPI design and performance reviews
  • Pricing, margin and unit economics

02

Cash Flow & Working Capital

Improve visibility, liquidity and the quality of cash decisions.

  • 13-week cash-flow forecasting
  • Cash runway and liquidity planning
  • DSO, collections and receivables
  • Inventory and payables optimisation
  • Banking and treasury support

03

Management Reporting

Turn accounting output into a clear operating rhythm for management and the Board.

  • Monthly management accounts
  • Board packs and CFO commentary
  • Budget vs actual analysis
  • KPI dashboards
  • Month-end close improvement

04

Fundraising & Investor Readiness

Prepare your financial story for investors, lenders and institutional partners.

  • Financial models and valuation
  • Fundraising strategy and preparation
  • Data-room readiness
  • Financial due diligence support
  • Investor and lender reporting

05

Board, Governance & Risk

Strengthen governance while giving directors and executives better financial visibility.

  • Board reporting and presentations
  • Internal controls and policies
  • Risk registers and remediation
  • Audit leadership and readiness
  • Governance and compliance oversight

06

Finance Transformation

Build a finance function that can scale with the business.

  • ERP implementation and optimisation
  • Process redesign and automation
  • Finance operating models
  • Controls and approval workflows
  • Finance team capability building

07

Transactions & Corporate Finance

Bring experienced finance leadership to high-stakes transactions and growth decisions.

  • Financial due diligence
  • Acquisition and integration support
  • Capital structure analysis
  • Investment and capex evaluation
  • Valuation and scenario analysis

08

Tax, Compliance & Audit Oversight

Coordinate the finance agenda so compliance does not become a business distraction.

  • Tax planning and compliance oversight
  • Statutory reporting
  • Transfer pricing coordination
  • External audit management
  • Regulatory and stakeholder engagement

09

Manufacturing & Cost Finance

Improve visibility from raw materials through production, inventory and margins.

  • Inventory valuation
  • Standard and product costing
  • Bill of Materials analysis
  • Variance analysis
  • Margin and operational efficiency

How we work

Four steps from first conversation to measurable change.

01

Discover

Understand your business model, ambitions, financial position, pain points and immediate decisions.

02

Diagnose

Assess reporting, cash, controls, planning, finance capability and the quality of information available to management.

03

Prioritise

Agree the highest-value actions and establish a focused 30/60/90-day finance agenda.

04

Execute

Work alongside management and the finance team to deliver improvements, monitor performance and build lasting capability.

The distinction

Beyond bookkeeping. Beyond reporting.

A bookkeeper records what happened. A controller ensures the accounting is accurate and controlled. A fractional CFO helps leadership decide what should happen next.

Bookkeeping / Accounting

Transaction processing, reconciliations, ledgers, statutory records and historical financial information.

Finance Management

Close, reporting, controls, compliance, accounting operations and day-to-day finance management.

Fractional CFO

Strategy, forecasting, capital, cash, performance, board reporting, risk, growth decisions and executive-level financial leadership.

Not sure which engagement fits?

Start with a confidential conversation. We will map the highest-value finance priorities before proposing any scope.

Book a CFO Conversation