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.
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
01
Assess
We review your numbers, team, systems and plans, and agree the priorities for the first ninety days.
02
Stabilise
The controller secures a reliable close and reporting base, so decisions rest on numbers you can trust.
03
Lead
Your CFO runs the monthly cycle of reporting, forecasting, cash management and board preparation.
04
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