Financial leadership.
A scope that fits.
From a cash flow forecast to recurring CFO support, we help you build the financial tools and working rhythm your business needs. Start with the decisions ahead, then choose the right level of involvement.
Useful financial deliverables.Cash flow · Performance · Planning
An engagement built around
your level of need.
Choose regular advisory support or a more involved CFO engagement. Your proposal defines what is included.
Light advisory support
For owners who need a regular financial review and guidance on the decisions ahead.
- Reporting review
- Forecasting guidance
- Monthly strategy discussion
Ongoing monthly CFO support
For businesses that need current forecasts, useful reporting and a consistent review cadence.
- Rolling forecasts and cash planning
- KPI dashboards and reporting
- Recurring management discussions
Growth & funding support
For more involved financial leadership around expansion, funding or complex stakeholder needs.
- Complex financial modelling
- Investor and board materials
- Financial due-diligence support
These ranges are a starting guide. Your proposal confirms the deliverables, responsibilities, meeting cadence and fee. Pricing reflects financial complexity, reporting quality and the level of involvement required. Cross-border work is quoted in the agreed currency.
Need one specific financial deliverable?
Start with a financial model, cash forecast, budget or profitability review. One-time projects are scoped and quoted separately.
The right analysis for
the question in front of you.
Each engagement combines the workstreams that matter to your business. The proposal confirms the deliverables and responsibilities.
Cash Flow & Working Capital
Know when money will arrive, which commitments are ahead and where operating cash may come under pressure.
- Short-term cash flow forecasts and runway analysis
- Receivables, payables and payment-timing scenarios
- Working capital needs and funding-gap assessment
Budgeting & Financial Forecasting
Connect your operating plan to a realistic financial outlook, then adjust it as the business changes.
- Annual budgets and rolling forecasts
- Integrated financial models with documented assumptions
- Actual-versus-budget reviews and scenario analysis
Management Reporting & KPI Dashboards
Translate the financial results into a clear picture of performance and the measures management needs to follow.
- Monthly reporting and performance commentary
- KPI selection, definitions and dashboards
- Revenue, cost, margin and operating-trend analysis
Pricing & Profitability Analysis
Understand where profit is earned and how pricing, delivery costs and business mix affect the result.
- Product, service, customer or location profitability
- Contribution margins and break-even analysis
- Pricing, staffing, capacity and cost scenarios
Funding & Investor Preparation
Explain the funding requirement and financial outlook with credible information for lenders and investors.
- Capital requirements, use of funds and funding scenarios
- Investor forecasts and lender-ready financial materials
- Repayment capacity, runway and financial due diligence
Growth & Strategic Financial Planning
Evaluate a major move before committing cash, increasing fixed costs or changing the operating model.
- Hiring, expansion and new-location scenarios
- Acquisition, investment and financing analysis
- Board reporting and strategic planning support
What recurring CFO support
can look like.
Review your financial position, update the agreed tools and make room for a focused management conversation.
A clearer picture.
A practical next step.
What is coming in, what is going out, and where could a shortfall emerge?
Which revenue, cost and margin changes need management’s attention?
How do current results change the forecast and funding requirements?
What can the business support, and which actions should come first?
Reporting and meeting frequency are agreed around your business and scope.
Choose the working relationship
your business needs.
Bookkeeper & Accountant
Bookkeeping maintains transaction records and reconciliations. Accounting support may include financial statements, tax and compliance. Reliable records provide the foundation for forward-looking analysis.
Fractional CFO & Full-Time CFO
A fractional CFO provides financial leadership for an agreed portion of your needs. A full-time CFO can suit businesses requiring daily executive involvement, internal team oversight and a complete finance function.
Interim CFO & Fractional CFO
An interim CFO generally fills a temporary leadership vacancy or transition need. Fractional CFO support is structured around recurring part-time involvement. Responsibilities and workload determine the fit.
Nearshore & Fractional Support
Nearshore describes where a provider’s team is located; fractional describes the engagement model. A provider can be both. Compare experience, responsibilities, availability and the quality of decision support.
Agree the scope.
Build the financial picture.
Start with the decision
We discuss your business, immediate priorities and existing financial information, then agree on the scope and fee.
Build the right tools
We develop or refine the forecasts, cash flow tools and management reports needed to answer your financial questions.
Keep the outlook current
For recurring work, we review results, update assumptions and help management evaluate the next steps as conditions change.
Your engagement,
explained.
Understand the role, scope and working relationship before choosing your next step.
Can you work with our current accountant or bookkeeper?
Yes. We can coordinate with your existing providers and clarify who maintains records, prepares reports and updates forecasts. Tax filings and assurance services are outside the standard CFO scope.
What if our reporting needs improvement first?
We identify the gaps affecting reliable analysis. Where records or reconciliations need attention, we agree on the necessary work with your bookkeeper, accountant or internal team before relying on those numbers.
Can the scope change as our business grows?
Yes. Priorities and involvement can be reviewed as needs change. Additional deliverables, meetings or responsibilities are agreed and reflected in an updated scope where required.
Can we begin with a one-time project?
Yes. A financial review, forecast or model can provide a starting point. Recurring support can follow once there is a clear need for regular updates and guidance.
Let’s bring clarity to
your next financial decision.
Tell us where you need better visibility. We’ll help define the financial support that fits your business.