Financial management & CFO support
Turn management accounts into a clearer view of cash, budgets and the decisions facing your business.
A scope built around your situation.
An owner or leadership team may need financial oversight without expanding the in-house function immediately. We work with your finance team to clarify reporting, track agreed indicators and understand cash requirements. Meetings and reports focus on the business questions you need to answer, rather than adding dashboards without a decision behind them.
What the engagement can include
- A reporting calendar and agreed management information.
- Budget, cash-flow and variance analysis within the engagement scope.
- Decision-focused reviews and actions for your leadership team.
The final deliverables, responsibilities and timetable are agreed after the initial review.
What to bring to the first discussion
Bring management accounts, budgets, receivables, payables and the questions your team needs help answering. We discuss the availability of reliable data and the frequency of support.
Questions about this service
Is this a replacement for our finance team?
It can complement the existing team. We define responsibilities, decision authority and reporting ownership so the engagement fits your organisation.
Can we start with one issue?
Yes. A cash-flow review, reporting redesign or budgeting project can be a defined starting engagement before agreeing ongoing support.
Let’s connect the pieces of your business.
Tell us what needs to work better. We will help define a practical starting point.