CFO Services
We work with founders, boards and leadership teams on performance, cash, funding and transactions. You get senior finance input without a full-time appointment.
The offer
A board pack built for decisions.
Performance, cash, priorities and the points that need a decision, presented in a consistent monthly pack.
A forecast tied to the way you operate.
Budgets and rolling forecasts use your trading assumptions, then change as the business changes.
A clear view of cash and working capital.
Cash planning connects sales, costs, stock, debtors and investment so commitments can be timed with confidence.
Senior input when a decision needs it.
Direct support for board meetings, funding preparation, transactions, expansion and changes in the finance function.
Scope
Senior support
The work joins current performance, the forward plan and the financial case for each major decision.
Performance
Management information shows how revenue, margin, cost and cash are moving, with a clear explanation of the causes.
Plan
The operating plan, budget, forecast and cash requirements are built from the same assumptions.
Capital
Financial models, current reporting and a clear use of funds help leadership engage with banks and investors from a prepared position.
Transactions
Financial analysis, due diligence support and decision modelling keep the commercial and finance work connected.
Impact delivered
This example draws on work delivered across iRAISE’s global operations and is not presented as a UK-only engagement.
IT marketing services company
iRAISE strengthened financial planning and reporting during a scale phase. The work improved margin visibility and utilisation discipline, while helping to stabilise cash flow for sustained growth.
Getting started
01
About 45 minutes to understand the decision, the current finance team and the support you need.
02
Scope, team, timetable and fee in writing. There is no charge for the proposal.
03
We agree responsibilities, information access and the first reporting dates with you.
04
Usually within one to two weeks. A few days can be possible for urgent work, while a complex scope may take two to four weeks.
Questions
You have a named senior contact, supported by the people needed for reporting, modelling and delivery. The structure is set out in the proposal.
Yes. We agree who owns each part of the work and build the reporting timetable around the team already in place.
Yes. The scope can cover the financial model, forecast, cash plan, management information and financial input to discussions. Funding and introductions are not guaranteed.
Yes, when it is part of the agreed scope. We prepare the figures and explain the financial case in the meeting.
Ongoing work has a six-month minimum term, followed by 30 days’ notice. We acknowledge queries within one working day and normally answer them within one to two working days.
Tell us what you need. You get our approach and our fee in writing, with no obligation and no charge for either.
