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Services

I work alongside your existing accountant — not instead of them. They handle compliance and tax. I provide contract CFO and financial management consulting services: cash flow forecasting, strategic decision support, forward-looking financial analysis, and helping you manage your bank relationship with confidence. Think of it as outsourced CFO services without the full-time salary.

Diagnostic Financial Review

 4–6 weeks

A focused engagement to assess your financial health, identify cash pressure points, and give you clear, prioritised recommendations. Think of it as a financial health check with a practical roadmap attached. 

What you get:

  • Cash flow and working capital review
  • Financial reporting assessment
  • 3–5 priority findings with actionable steps
  • 90-day improvement roadmap

Best for:

Businesses that want clarity before committing to ongoing support.

 

Fractional CFO Support

Monthly retainer

Ongoing Part-Time CFO Support. Tailored to your business, scalable as you grow. Think of this role bridging the gap between day-to-day bookkeeping and long-term financial strategy.

Typical areas of support:

  • Rolling cash flow forecasting
  • Management reporting and insights
  • Budget planning and variance analysis
  • Bank and funder relationship support

Best for:

Businesses needing regular strategic guidance and a finance partner in their corner.

 

How It Works

  • Step 1: Initial Conversation - We discuss your situation and whether there's a genuine fit.
  • Step 2: Diagnostic Review - A 4–6 week engagement to assess your financial position and surface the priorities.
  • Step 3: Ongoing Support - If ongoing support makes sense, we agree a monthly scope and get to work.*

*No obligation to proceed beyond the diagnostic review.

Ready to get started? 
 Book a free 30-minute discovery call. No pressure, no obligation. 
 
Book Discovery Call