Practice 01·Run it well

CFO Services

You have outgrown your accountant, but you are not ready to hire a full-time CFO.

Advisors reviewing charts together at a meeting table

This is the finance leadership layer of the firm: the plans, the numbers and the team behind them. We provide fractional and interim CFO leadership as a defined advisory mandate, build the rhythm of budgets, reporting and cash discipline, and hand over to a team that can run it.

What We Do

The work inside this practice.

Fractional and interim CFO

Senior finance leadership on the days you need it, engaged as an advisory mandate with defined deliverables.

Budgets and annual operating plans

An operating plan the leadership team actually uses, built with the people who have to deliver it.

Monthly MIS and board packs

A reporting pack that answers the board's questions before they are asked.

Cash flow forecasting

Rolling visibility of cash, so decisions are made before the pinch, not after.

Building the finance team

Structure, roles, hiring support and handover, so the function outlasts the engagement.

Numbers the board trusts, every month.

Who This Is For

Where this practice usually begins.

Scaling SMEs

Owners who need support functions ready to scale while they focus on growth.

Funded startups

Seed to Series B companies structuring for value, tax efficiency and cash discipline.

How an Engagement Runs

Four stages, led by a partner at every step.

Stage 01

Diagnose

The problem as you see it, tested against the numbers.

Stage 02

Design

A fix that fits your size, stage and people.

Stage 03

Implement

Built with your team, inside your systems.

Stage 04

Hand over

Documented, owned by your people, checked live.

Related Practices

Problems rarely arrive alone.

Tell us the problem. We will tell you plainly how we would solve it.

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