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CFO Services

Senior finance leadership, without a full-time CFO

A growing company needs CFO judgement long before it can justify a full-time CFO. We provide that leadership for a set number of days a month, backed by a controller and an accounting team that keep the numbers reliable. Our founder has served as CFO of an international technology company and worked in tax and finance at EY.

CFO Services

Senior finance leadership without a full-time hire: planning, investor reporting, cash and board support.

  • Fractional CFO
  • Cash and funding
  • Board and investor reporting
  • Finance team leadership

Monthly

Board-ready finance pack with written commentary

Day 10

Management results and KPIs delivered by the tenth working day

24h

Response time on working days for urgent finance decisions

Scope

What your part-time CFO and controller take on

01

Fractional CFO

An experienced CFO joins your leadership team for an agreed number of days a month, attends key meetings and owns the finance agenda. You get senior judgement on pricing, hiring, investment and risk without the cost of a full-time executive.

  • Agreed days per month with flexible scheduling
  • Member of your leadership meetings
  • Single point of accountability for finance
  • More time available during fundraising or transactions
02

Controller as a Service

A financial controller who owns the close, the balance sheet and the controls, so the numbers your CFO presents are right. The controller reviews the accounting work, whether done by your team or ours, and signs it off each month.

  • Ownership and sign-off of the month-end close
  • Balance sheet reconciliations and reviews
  • Internal controls and finance policies
  • Audit preparation and liaison with auditors
03

Financial strategy

We translate your business plan into a financial plan: how much capital it needs, which margins it depends on and which decisions carry the most risk. The plan is tested against scenarios before you commit to it.

  • Long-range financial model
  • Pricing and margin strategy
  • Capital structure and dividend policy
  • Tax-aware structuring with our tax team
04

Cash and funding

Cash decides how much room you have to act. We forecast it weekly, manage working capital and prepare you for bank finance, grants or equity investment.

  • Thirteen week cash flow forecast
  • Working capital and collections
  • Bank relationships and loan applications
  • Fundraising preparation and data room
05

Investor and board reporting

Boards and investors want the same things every month: results, cash, risks and what management is doing about them. We build a consistent pack, present it with you and handle the follow-up questions.

  • Monthly or quarterly board pack
  • Investor updates and KPI reporting
  • Covenant and lender reporting
  • Preparation for board and shareholder meetings
06

Budgeting and forecasting

An annual budget agreed with your management team and a rolling forecast updated with actual results, so targets stay realistic and surprises surface early.

  • Driver-based annual budget
  • Rolling twelve month forecast
  • Scenario planning for key decisions
  • Budget versus actual reviews with managers
07

Finance team leadership and systems

We lead, coach and structure your finance team, and help you choose systems that will still fit in three years. Selection is vendor-neutral and based on your requirements, from accounting software to expense, payroll and reporting tools.

  • Finance team structure and hiring support
  • Coaching for your accountants and managers
  • Vendor-neutral systems selection
  • Implementation oversight and data migration
08

M&A and due diligence support

Buying, selling or bringing in an investor puts your numbers under close review. We prepare the financial information, support buyer or investor due diligence and review the financial and tax terms of the deal.

  • Vendor due diligence and data room preparation
  • Buy-side financial and tax due diligence
  • Valuation inputs and deal modelling
  • Post-deal integration of the finance function

Deliverables

What you receive

  • Monthly board pack with commentary on results, cash and risks
  • Annual budget and rolling twelve month forecast
  • Thirteen week cash flow forecast, updated weekly
  • Financial model for strategy and funding decisions
  • Signed-off month-end close and balance sheet reconciliations
  • Finance policies and an internal control framework
  • Due diligence and data room materials when needed

How it runs

From the first review to ongoing support

  1. Assess

    We review your numbers, team, systems and plans, and agree the priorities for the first ninety days.

  2. Stabilise

    The controller secures a reliable close and reporting base, so decisions rest on numbers you can trust.

  3. Lead

    Your CFO runs the monthly cycle of reporting, forecasting, cash management and board preparation.

  4. Evolve

    We adjust time and focus as you grow, and help you hire a full-time CFO when the moment comes.

Who it is for

Clients we do this for

  • 01Founder-led companies that have outgrown their bookkeeper
  • 02Technology startups preparing to raise capital
  • 03Subsidiaries that need local finance leadership and group reporting
  • 04Construction and manufacturing businesses managing tight cash cycles
  • 05Companies preparing for a sale, an acquisition or a new investor
  • 06Boards that want independent finance oversight

In the client portal

Your finance position, live between meetings

Your CFO and controller work from the same live data you see in the client portal. Dashboards show revenue, expenses, VAT and tax liabilities, payroll, KPIs and cash flow, so meetings start with decisions instead of reconciling numbers.

  • Cash flow and KPI dashboards updated as documents are posted
  • Contract register with renewal alerts for key commitments
  • Compliance calendar covering tax and payroll deadlines
  • AI assistant for quick questions on your own figures
Explore the client portal
Client portal · Overview

Revenue

€49,300

+4.7% on September

Expenses

€34,900

October 2026

VAT payable

€3,412.80

Due 20 Nov

Cash balance

€62,480

All accounts

Revenue

Last 6 months

Financial health

Stable

Operating margin29.2%
Payroll, OctoberDeclared
Illustration with sample data

FAQ

Questions clients ask

Bring senior finance leadership into your business

Book a first conversation and we will outline what a CFO or controller would focus on in your first ninety days.