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CFO Services

We provide a full range of financial deliverables such as Management Reporitng, Budgets, Forecasts, Cash Flow Forecast, KPI’s & Data Analysis, Performance Dashboards, Project Financial Analysis and Fundraising. Working in true partnership, we provide a high-touch and value-conscious monthly subscription service to grow and scale your business allowing you access to additional services when needed.

Our offering allows businesses access to exceptional talent in an agile manner.

CFO Services

Our core service provides you with consistent, comprehensive support through a fixed monthly package, ensuring your essential needs are met with reliability and transparency.

Management Reporting

  • A monthly reporting pack that contains a Dashboard, Income Statement, Balance Sheet, Cashflow Statement, Variance Analysis, KPI's and Commentary to make data driven decisions and drive strategic growth.

Cashflow Management & Forecast

  • A monthly report that facilitates the management of cash and forecasts the cash position for the next 12 months to help you manage liquidity.

Annual Budgeting Process

  • We create a comprehensive budget that aligns with your business's goals and market realities. From Revenue projections to Expense planning, we help allocate resources effectively and manage risks.

CFO Advisory

  • 3 hours of face time with your finance business partner to walk you through your financials every month and support strategic decision making.

Annual Strategy evaluation and review

  • A detailed review of your business performance, aligning achievements with goals to assess strategic initiatives, financial health and market position.

Semi annual - 5 Year Forecasts

  • We provide a clear vision of your business's financial trajectory by analysing key drivers, market trends and strategic initiatives to deliver detailed projections to help you anticipate opportunities and challenges.

Our additional value services offer tailored, on-demand solutions for specific needs, available as one-time purchases whenever you require extra support.

Bespoke Financial Modeling

  • Designed to address your unique business needs, whether it’s evaluating investment opportunities or analyzing profitability. We create dynamic, scenario-driven models that provide clear insights into financial outcomes and risks.

Business Valuation

  • Provides a clear understanding of your company's worth, whether for investment, sale, merger, or strategic planning. Using proven methodologies and market analysis, we deliver precise and comprehensive valuations.

CFO Advisory

  • Delivers strategic financial expertise to help you navigate challenges, optimise performance and plan for the future. Gain the insights and leadership needed to enhance profitability and streamline operations.

Fundraising

  • Designed to help you navigate the complexities of raising capital, whether through equity, debt, or alternative financing options by connecting with the right investors.

Investment Memorandums & Review

  • Ensures you are investment-ready by creating a professional and compelling investment memorandum that highlights your business’s strengths, growth potential, and financial viability.

Fractional CFO

  • Services provide expert financial guidance and strategic support on a part-time basis, giving you access to high-level expertise without the full-time cost delivering actionable insights and solutions to drive your business forward.
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