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Our approach

A partnership, not a contract

Five steps, and the first two cost you nothing. We adapt to your business lifecycle rather than selling you a fixed programme, and there is no long-term lock-in at any point.

What the first 90 days produce
Weeks 1 to 3
Free health check
and written diagnosis
Week 4
Close calendar agreed
Week 6
Rolling 13 week cash forecast
Week 8
Reporting pack redesigned
Week 12
Margin analysis delivered
Outcome
Numbers you can decide on
The method

Five steps

  1. We listen

    Understanding vision

    We learn your business, your numbers, and what is keeping you up at night.

  2. We analyse

    Deep dive

    We audit your finances, flag what is broken, and find the cash you are leaving on the table.

  3. We plan

    The roadmap

    We build a financial roadmap with clear KPIs tied to your growth targets.

  4. We execute

    Hands-on action

    We roll up our sleeves. New systems, better processes, real change, not a report that gathers dust.

  5. We hand over

    Legacy building

    We train your team and build the habits, so you stop needing us.

Engagement models

Pick the model that fits your stage

Start small and scale up. Move between models as the business changes. Your terms, your timeline, no long-term lock-in.

Virtual CFO

For steady guidance

Senior CFO guidance without anyone in your office.

  • Monthly performance review
  • Cash flow visibility
  • Strategic planning sessions
  • Budget versus actual tracking
Client favourite

Fractional CFO

For active growth

A senior CFO in your business one to two days a week. Strategy and execution, not just advice.

  • Everything in Virtual, plus
  • Hands-on leadership
  • Right hand to the CEO
  • Process transformation
  • Board and investor liaison

Interim CFO

For critical gaps

Your CFO just left. We are there Monday. Full-time cover until you find the right hire.

  • Immediate operational control
  • Crisis stabilisation
  • Team restructuring
  • Seamless handover

Project CFO

For specific goals

One goal, one deliverable, done. Fundraising, M&A, system go-live, or audit preparation.

  • Fundraising rounds
  • M&A execution
  • System implementation
  • Audit readiness

What each model costs

Questions

Getting started

Is the financial health check really free?

Yes. The first call costs nothing and the health check that follows costs nothing. We look at your reporting, cash, controls and systems and give you a written view of what is broken and what it is worth fixing. If you take that and implement it yourself, that is a good outcome.

How long before we see something useful?

The health check lands in the first few weeks. A reliable rolling cash forecast usually exists by week six, and a redesigned reporting pack by week eight. Margin analysis follows once the underlying data is trustworthy enough to support it.

What do you need from us to start?

The last two years of financial statements, the most recent management accounts, a current bank position, and an hour with whoever actually knows how the business runs. That is enough.

What happens at the end?

By design, we shrink. We build processes your own people can run, document them, hire and coach the permanent finance lead, then step back to a lighter role or out entirely. A fractional CFO who cannot be replaced has not done the job.