Services / CFO Services
CFO Services
Senior finance oversight for businesses that need the role without the salary.
Most growing businesses reach a point where the owner is doing the CFO's job badly, in the evenings, because there is nobody else to do it. The bookkeeping is handled. What is missing is somebody senior looking at the numbers and saying what they mean.
We provide that as an ongoing engagement, sized to what the business actually needs. For some clients that is two days a month. For others it is a weekly rhythm through a period of growth.
What this covers
Reporting that arrives on time
A monthly pack with commentary, delivered to a fixed date, telling you what happened and what it means rather than only what the ledger says.
Budget cycles that finish
An annual budget built with the people who have to deliver it, then tracked against actuals so variances get discussed while something can still be done.
Cash management
Rolling cash forecasting, working capital review, and early warning when the gap between profit and cash is opening up.
Financial controls
Review and strengthening of approval limits, segregation of duties and the controls that quietly stopped fitting when the business grew.
Board and lender reporting
Reporting prepared for the people who ask difficult questions, with the obvious follow up questions already answered inside it.
Being available
A senior person you can call before making a decision, rather than explaining the decision to your accountant afterwards.
Who this is for
- Owner managed businesses where the founder is currently doing this job themselves
- Companies between a bookkeeper and a full finance team
- Businesses going through growth, a funding round or a change of ownership who need senior finance input for a defined period
Common situations we are brought in for
- You are making decisions on instinct because the numbers arrive too late to use
- A lender or investor has started asking for reporting you do not currently produce
- Your finance function works but nobody is standing back and looking at it
- You know you need a CFO eventually and cannot justify one yet