CFO & Financial Advisory
Financial clarity and decision support for growing businesses.
Growing businesses need senior financial thinking long before they can justify a full-time CFO. We give founders and management teams clear numbers, honest analysis and a steady hand on cash, planning and reporting, so decisions are made on facts rather than instinct.
What all includes
Fractional CFO Services
You get an experienced CFO for the days and hours your business actually needs. We lead the finance function, work alongside your team and advisers, and bring the discipline and perspective of a senior finance leader without the cost of a full-time hire.
Board & Investor Reporting
Boards and investors want the same things: accurate numbers, a clear story and no surprises. We prepare board packs and investor updates that explain performance, flag risks early and show how the business is tracking against its plan.
Business Performance Reviews
We step back and look at how the business is really doing across products, customers, locations and teams. The review shows where money is made and lost, how you compare with peers, and which few changes would make the biggest difference.
Financial Planning & Analysis
Good planning turns strategy into numbers you can manage against. We build the planning cycle, analyse actual results against plan every month, and explain the variances in plain language so management knows what to do next.
Budgeting & Forecasting
We prepare annual budgets that reflect how the business actually runs, and rolling forecasts that update as conditions change. You see where the year is heading early enough to act, not after the quarter has closed.
Financial Modelling
A well-built model lets you test decisions before you commit to them. We build clear, auditable models for budgets, new projects, pricing, fundraising and expansion, with scenarios that show what happens when assumptions change.
Cash Flow & Working Capital
Profitable businesses still fail when cash runs short. We forecast cash week by week, tighten collections, payables and inventory, and free up working capital so growth is funded from within wherever possible.
Management Reporting & MIS
We design monthly MIS that management actually reads: the handful of numbers that matter, reported on time and in a consistent format. Dashboards and commentary make it easy to spot trends and act on them.
Profitability & Cost Optimisation
We analyse margins by product, customer and channel to show which parts of the business earn their keep. Then we look at costs line by line and help you cut waste without damaging the things customers value.
Financial Controls & Process Improvement
Weak processes lead to errors, delays and fraud. We review how money moves through the business, from purchase to payment and from sale to collection, and put in practical controls and cleaner processes that scale as you grow.
Whether you need a part-time CFO, a forecast you can trust or a clearer monthly picture, we will fit the support to the stage your business is at. Contact us to talk it through.