Services
Finance leadership, matched to your stage of growth
Three complementary services: ongoing CFO leadership, advisory projects with clear deliverables, and live BI reporting.
Fractional CFO · ongoing engagement
Senior finance leadership, on your terms
Strategic finance leadership for SMEs and scale-ups, without the fixed cost of a full-time CFO.
Scope and outcomes
- Strategy and long-term financial roadmapA clear direction for the next 3–5 years
- Profitability and margin improvementHigher margins by product, customer and channel
- Capital allocation and investment decisionsCapital deployed where it earns the highest return
- Budgeting, forecasting and cash flow managementNo liquidity surprises
- KPI design and tracking at company, team and individual levelClear accountability at every level
- Stakeholder relationsStronger credibility with lenders and investors
- Monthly management reporting by company, business unit and sales teamDecisions driven by data, not gut feel
- Tax planning and optimisationA lower tax burden, fully compliant
- Corporate governance and finance team developmentA business that performs without the owner’s day-to-day involvement
Why it pays off
- Decisions backed by accurate financial insight
- Stronger liquidity and profitability
- Scalable strategic leadership without fixed overhead
- From owner-led to fit-for-purpose governance
How it works
- Scope and target outcomes agreed up front
- Monthly retainer, on-site or remote
- Regular reporting and strategy reviews
Advisory projects · project-based
Targeted expertise for defining moments
Time-boxed engagements with a defined scope, timeline and deliverable, brought in exactly when you need them.
Transactions and growth
- Buy-side and sell-side due diligence
- Business valuation
- Structuring the deal financing
- M&A advisory and negotiation support
- Business plans and financial modelling
Tax and compliance
- Tax planning and optimisation
- Transfer pricing support
- IFRS conversion
- Audit readiness and internal controls
Operations and systems
- ERP implementation and optimisation
- Process design and automation
- Accelerated month-end close
- Performance management frameworks
Every project concludes with a tangible deliverable: a report, a model or a process that works.
Power BI and analytics · most requested
From gut feeling to data-driven decisions
One version of the truth, always up to date: we bring together data from your ERP, web platforms and other sources in BI dashboards that refresh automatically. Spot what drives profit, and what erodes it, in time to take corrective action.
- 1
Identify value drivers
- In-depth business review
- Growth and profitability drivers
- Translated into clear KPIs
- 2
Structure the data
- Data source and data quality assessment
- ERP enhancements to capture what matters
- Automated ETL pipelines
- 3
Build dashboards
- Tailored to support management needs
- AI-driven forecasts and scenarios
- Multi-source integration
- 4
Monitor and decide
- Scheduled refresh and alerts
- Ongoing support and maintenance
- Interpretation and decision support
Dashboards are delivered as a secure link that opens on desktop or mobile, like any web page. Nothing to install, and the numbers are always current.
Engagement models
Simple to start, easy to scale
We shape the engagement around your needs: as ongoing support or as a project with a clear start and finish.
Monthly retainer
- Ongoing CFO support and dashboard maintenance
- KPI monitoring and regular strategy sessions
- On hand at critical moments, when speed matters
- Predictable monthly fee, flexible scope
Project engagement
- Fixed scope, timeline and deliverable
- Discovery, scoping, execution and handover
- Ideal for due diligence, valuations and BI implementations
Let’s talk about your numbers.
Tell us briefly about your business and the challenge at hand. We’ll come back with a recommended next step and the engagement model that fits.