Fractional CFO & Financial Operations
Financial leadership and tailored modelling that drive better business decisions.
Services
What We Do
Expert finance leadership and hands-on operational support for companies that need senior guidance without a full-time CFO.
Fractional CFO Leadership
Act as your senior finance partner, supporting decision-making, strategy, and quarterly financial oversight.
Fractional CFO Leadership
Act as your senior finance partner, supporting decision-making, strategy, and quarterly financial oversight.
Operational Finance
Tighten processes across AP, AR, payroll, and accounting to improve accuracy and efficiency,
Financial Modelling & Forecasting
Build dynamic 12-36 month models, scenario plans, and cash flow forecasts tied to operational reality.
Financial Modelling & Forecasting
Build dynamic 12-36 month models, scenario plans, and cash flow forecasts tied to operational reality.
Financial Modelling & Forecasting
Build dynamic 12-36 month models, scenario plans, and cash flow forecasts tied to operational reality.
Reporting & KPI Dashboards
Transform raw numbers into clear, timely financial reports that help you understand performance and make decisions.
Reporting & KPI Dashboards
Transform raw numbers into clear, timely financial reports that help you understand performance and make decisions.
Reporting & KPI Dashboards
Transform raw numbers into clear, timely financial reports that help you understand performance and make decisions.
Budgeting & Financial Planning
Set goals, allocate resources, and track performance with structured budgets and rolling forecasts.
Budgeting & Financial Planning
Set goals, allocate resources, and track performance with structured budgets and rolling forecasts.
Budgeting & Financial Planning
Set goals, allocate resources, and track performance with structured budgets and rolling forecasts.
Operational Finance
Tighten processes across AP, AR, payroll, and accounting to improve accuracy and efficiency.
Operational Finance
Tighten processes across AP, AR, payroll, and accounting to improve accuracy and efficiency.
Operational Finance
Tighten processes across AP, AR, payroll, and accounting to improve accuracy and efficiency.
Capital & Investor Support
Prepare data, financial packages, and growth narratives for banks, investors, or M&A activity.
Capital & Investor Support
Prepare data, financial packages, and growth narratives for banks, investors, or M&A activity.
Capital & Investor Support
Prepare data, financial packages, and growth narratives for banks, investors, or M&A activity.
Our Clientele
Who We Work With
Typical Clients
Owner & Founder Led Companies
Organizations where leadership is involved in day-to-day decisions and needs financial clarity.
Owner & Founder Led Companies
Organizations where leadership is involved in day-to-day decisions and needs financial clarity.
Teams Without Senior Finance Leadership
Companies that have bookkeepers or accountants, but lack CFO-level guidance.
Teams Without Senior Finance Leadership
Companies that have bookkeepers or accountants, but lack CFO-level guidance.
Businesses Experiencing Operational Complexity
Growth, hiring, pricing changes, or new markets are creating financial challenges that require better visibility.
Businesses Experiencing Operational Complexity
Growth, hiring, pricing changes, or new markets are creating financial challenges that require better visibility.
Common Situations
No Clear Forecast or Financial Roadmap
You're making decisions without confidence in future cash flow or performance.
No Clear Forecast or Financial Roadmap
You're making decisions without confidence in future cash flow or performance.
Financials Exist, But Aren't Useful
You receive reports, but they don't explain what's happening or what to do next.
Financials Exist, But Aren't Useful
You receive reports, but they don't explain what's happening or what to do next.
Preparing for Investors, Banks, or Board Visibility
You need clean reporting, solid forecasts, and numbers you can stand behind.
Preparing for Investors, Banks, or Board Visibility
You need clean reporting, solid forecasts, and numbers you can stand behind.
Whether you need ongoing financial leadership or support on a single project, we act as the strategic finance partner your business is missing.
Whether you need ongoing financial leadership or support on a single project, we act as the strategic finance partner your business is missing.
FAQ
Answers to Common Questions
What types of companies do you work with?
Do you replace our accountant or bookkeeper?
What does a typical engagement look like?
Can you help if our numbers are unclear or revenue is declining?
Where are you based? Do you work remotely?
How do you price your services?
What types of companies do you work with?
Do you replace our accountant or bookkeeper?
What does a typical engagement look like?
Can you help if our numbers are unclear or revenue is declining?
Where are you based? Do you work remotely?
How do you price your services?
Contact Us
Get in Touch
