Financial services

Part-time CFO

A senior financial advisor works with your management for a set number of hours each month, overseeing the numbers and supporting decisions.

Who it's for: Mid-sized businesses not yet ready to hire a CFO

Scope

What's included

Reviewing your accounting team's work.

Reading the numbers and making decisions.

Reconciliations and cash flows.

Managing liquidity and working capital.

How we work

We listen, and understand your business and what it needs.

We review your documents and send a work plan with a clear quote.

We deliver what's needed and keep you updated at every stage.

We remind you of upcoming deadlines and stay with you after delivery.

Yes. We work with the common systems on the market, and can recommend one if you don't have one yet.

A plan that links your financial goals to your business goals and protects liquidity and profitability.

Detailed budgets and forecasts that help you prepare and allocate resources.

Monthly bookkeeping and organised, accurate accounts.

30 minutes — in our office, online, or by phone. Sunday to Thursday.