Our CFO Advisory service gives you access to senior financial expertise without the cost of a full-time executive. Whether you’re scaling rapidly, navigating a complex growth phase, or simply want more clarity around your financial direction — we partner with you to guide decision-making and build lasting value.
What we do
Financial Strategy & Planning
- Develop long-term financial roadmaps aligned with your business goals
- Establish key KPIs, growth metrics, and performance benchmarks
- Lead budgeting, forecasting, and scenario planning
Cash Flow Optimisation
- Build rolling cash-flow models to manage liquidity risk and runway
- Identify opportunities to improve cash generation and working capital
- Provide proactive advice on capital structure, financing, and funding strategy
Insightful Reporting & Analytics
- Deliver board-quality financial dashboards and management reports
- Interpret financial data into meaningful business insights
- Support board and investor communications with clear, trusted information
Risk Management & Scenario Modelling
- Stress test your business for different growth, cost, or market scenarios
- Evaluate risks early and plan for contingencies
- Recommend strategies to mitigate financial exposure
Capital & Investment Advisory
- Analyse and support funding options (debt vs equity)
- Assist with business valuation, funding rounds, or M&A
- Provide modelling and analysis to inform investment decisions
Growth Enablement & Operational Efficiency
- Act as a financial thought partner in scale-up phases
- Help align finance, operations, and strategy for sustainable growth
- Provide guidance on finance function structure, hiring, or technology
Why choose us
- Cost-Effective expertise: Access leadership-level financial insight without a full-time CFO payroll.
- Flexible engagement: Whether you need regular support or on-demand strategy, our model adapts to your needs.
- Proactive guidance: Not just putting out fires — we help you anticipate risks and opportunities.
- Integrated service: We complement your existing bookkeeping, accounting, and advisory services so everything works together.
- Experienced professionals: We draw on a team of senior finance experts who have worked across industries and growth stages.
Who we can help
- Small to Medium-Sized Businesses (SMEs) that are scaling and need strategic financial leadership
- High-Growth ventures looking to raise capital or optimise their capital structure
- Businesses facing complexity: such as cash flow strain, investment decisions, or risk management
- Owners preparing for exit: whether via sale, succession, or other exit strategies
We can give you confidence in where you’re at, and where you’re going
Our Approach
1. Diagnostic & Onboarding
We begin with a deep-dive into your financials, operations, and strategy — understanding where you are, and where you want to go.
2. Strategic Planning
We work together to set financial objectives, KPIs, and a roadmap for growth.
3. Execution & Monitoring
We help you build models, dashboards, and reporting frameworks that bring your strategy to life — then track and refine as you go.
4. Advisory & Governance
We support you in board reporting, investor conversations, and major financial decisions, helping you stay confident and informed.
5. Partnership mindset
We’re invested in your long-term success, and offer a tailored, flexible model built for your next stage of growth.
Meet the team leader
