Service D · Services

Financial & CFO Advisory

Finance that helps management lead. One of seven integrated service lines delivered by senior professionals on every engagement.

Performance analytics graphs on a laptop screen
A monitor showing a financial performance graph

Service D

Financial & CFO Advisory

Finance that helps management lead

Numbers only help if they lead somewhere. Our CFO and Finance Director advisory turns financial data into strategy — budgets that hold, forecasts management can plan around, and reporting boards can act on.

CFO and Finance Director advisory
Financial strategy
Budgeting and forecasting
Cash-flow planning
Working capital
Financial modelling
Performance analysis
KPI development
Dashboards
Board reporting
Investment analysis
Capital allocation
Restructuring and M&A support
Better planning Visibility Capital allocation Decisions
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Who it is for

Built for businesses like yours

Businesses without a full-time CFO

Companies that need senior finance leadership without the cost of a permanent hire.

Owners preparing to grow

Businesses planning expansion, new markets or investment and needing numbers to plan around.

Boards that need better reporting

Management teams that want clear, regular reporting and KPIs they can act on.


How we deliver

A clear process from the first meeting

1

Diagnose

We review your current reporting, cash position, budgets and finance team.

2

Plan

Priorities are agreed: budgets, forecasts, KPIs and the reporting pack management needs.

3

Build

Models, dashboards and reporting routines are put in place and embedded with your team.

4

Advise

We join management and board discussions to interpret results and support decisions.

A management team in discussion around a conference table

The result

Finance that supports decisions

A CFO-level view turns monthly numbers into direction: where cash is going, which parts of the business create value, and what to do next.

A budget and rolling forecast management owns
Clear visibility of cash and working capital
KPIs and dashboards reviewed every month
Board-ready reporting on a fixed timetable
Analysis to support investment and pricing decisions
Discuss this service

Questions

A few things people ask first

Is this a part-time CFO arrangement?

It can be. Engagements range from a few days a month to project-based support, depending on the stage of the business and what management needs.

Will you work with our existing finance team?

Yes. The aim is to strengthen your team, not replace it. We set direction, review output and help the team build capability.

Can you support a fundraising or bank facility?

Yes. We prepare financial models, forecasts and supporting information, and help management present them clearly.

Let's build the next stage of your business.