Advisory · Interim & fractional CFO
CFO services.
Leadership, not just numbers.
Senior finance leadership on an interim, fractional or project basis — board reporting, budgeting and forecasting, cash and treasury, fundraising support and finance function build-out. The strategy and control of a CFO, without a full-time hire.
What the engagement covers
The finance leadership agenda.
Board & MIS reporting
A monthly board pack, KPIs and the story behind the numbers — so the Board steers on insight, not lag.
Budgeting & forecasting
Annual budget, a rolling forecast, scenarios and a clear view of cash runway.
Cash & treasury
Cash flow discipline, working capital, banking relationships and funding.
Fundraising & finance build
Investor reporting, model and data room — plus building the team, systems and controls to scale.
The mandate, end to end
How a CFO engagement runs.
01
Diagnose
Review the finance function, reporting, cash position and the key risks.
02
Stand up reporting
A board pack, KPIs and a forecast you can actually steer the business with.
03
Cash & controls
Cash flow discipline, working-capital management and the core controls.
04
Build the function
People, systems and process to scale the finance function.
05
Strategic agenda
Fundraising, transactions and the priorities the Board cares about.
FAQ
CFO services, answered.
Senior finance leadership on a part-time, interim or project basis. You get CFO-level strategy, reporting, cash management and controls — without the cost of a full-time hire — scaled to what your business needs right now.
A bookkeeper or accountant keeps the records accurate; a CFO turns those numbers into decisions — forecasting, cash, fundraising, board reporting and controls. It is the right step when you are scaling, raising capital, or preparing for a transaction.
Board and management reporting, budgeting and rolling forecasts, cash flow and treasury, KPI dashboards, fundraising and investor support, and building out your finance team, systems and controls.
Interim covers a full-time gap for a defined period; fractional is ongoing part-time leadership; project is a specific deliverable such as a fundraise, a budget cycle or a systems implementation. We scope the model to your stage.
Yes. We prepare investor reporting, the financial model and the data room, and get you diligence-ready — then support the process through to close.
Typically within a week or two of an initial scoping conversation, with a faster start where there is an urgent gap to cover.