Strategic financial leadership
— without the full-time cost
The Business Outcomes We Deliver
Strategic Financial Planning
Helping you build a financial roadmap for sustainable growth and long-term value.
Cash Flow Management
Keeping your business liquid, resilient, and prepared for what's ahead.
Budgeting and Forecasting
Turning financial data into confident business decisions.
Financial Planning and Analysis
Clear insights that help you understand performance and act quickly.
Capital and Investment Advisory
Making smarter capital allocation decisions that accelerate growth.
Finance Process Automation
Simplifying finance operations through smarter systems and automation.
Every engagement is tailored to your business.
Your engagement may include:
- Cash flow forecasting
- Budgeting & FP&A
- KPI dashboards
- Board reporting
- Financial modelling
- Working capital optimisation
- Fundraising support
- Exit planning
- Finance transformation
Our Approach
01
Discovery & Assessment
We review your financial performance, reporting, cash flow, business objectives, and key challenges to understand where CFO support can create the greatest value.
02
Strategy & Implementation
We establish the right financial framework, reporting, forecasting, KPIs, and priorities to support better decision-making and sustainable growth.
03
Ongoing Advisory
Regular strategic reviews, financial insights, forecasting, and commercial guidance to help your business adapt, grow, and make confident decisions.
FAQs
How is CFO Advisory different from bookkeeping or accounting?
How much do fractional CFO services cost?
Costs vary depending on the size and complexity of your business, and the level of service required. Generally, fees are structured as monthly retainers or project-based engagements.
Is there a minimum commitment?
No minimum contract. We work on a monthly retainer basis. Most clients find 2–3 months is the minimum to see real results from strategic finance work.
Do you attend board meetings?
Yes, where required. Many clients have us attend monthly or quarterly board meetings to present financial results and answer questions from investors or non-executive directors.
Do you support exit planning and pre-sale financial preparation?
Yes. Pre-exit preparation is one of the highest-value things a fractional CFO can do — clean financial records, a defensible model, a business narrative that survives due diligence. Ideally start 12–24 months before a planned sale. Book a discovery call to discuss your timeline.