CFO & Advisory

CFO & Advisory

What You Get

A Fractional CFO for Your Growing Business

When you need senior financial leadership but not a full-time CFO, we provide budgets, cash-flow forecasts, costing and financial models for lenders and investors.

What's Included

  • ✓Budgeting and forecasting
  • ✓Cash-flow management
  • ✓Cost-reduction reviews
  • ✓KPI dashboards
  • ✓Financial models for lenders and investors
  • ✓ERP and approval workflow design
  • ✓Feasibility and break-even studies

Who It Is For

  • ✓Growing companies without a full-time CFO
  • ✓Businesses planning funding or a major investment
  • ✓Owners who want better visibility of cash and margins
  • ✓Companies implementing a new ERP or finance process
How It Works

A Clear Process From Start to Finish

01

Diagnose

We review your numbers, systems and priorities.

02

Plan

We agree the reports, models and decisions you need support with.

03

Deliver

We build budgets, forecasts and dashboards with your team.

04

Review monthly

We meet regularly to review results and next steps.

FAQs

Common Questions

A fractional CFO provides the same strategic finance support as a full-time CFO, such as budgeting, forecasting and investor reporting, for a set number of days or hours each month.

Yes. We prepare financial models, forecasts and investor packs, and can work alongside our pitch deck and valuation services.

We agree the scope and term in a written proposal. There are no long-term lock-in contracts.

Schedule a Free Consultation and Uncover Benefits