Finance leadership
Senior finance leadership,without the appointment.
Board reporting, budgets, forecasts and cash planning, from people who already know your numbers — and without the cost of a full-time finance director.
The offer
What you get
Numbers you can act on. A monthly pack that says where the business is, in terms a board can act on.
A forecast you can plan from. Built on your own figures and revised as they move, so you know what the next twelve months look like before you commit to anything.
A senior contact, not a helpdesk. A named person who knows the business. Questions acknowledged in one working day, answered in one to two.
Support where the stakes are highest. Board meetings, bank negotiations, funding rounds, and the purchase or sale of a business.
Scope
What this covers
- Business advice and planning
- CFO and finance leadership support
- Budgets, forecasts and board reporting
- Management reporting and analysis
- Transaction and deal support
- Working with your bank on lending and funding
- Cash flow planning and working capital
- Getting the numbers ready before you raise
The moment
When businesses call us
- The business is growing and nobody owns the numbers properly
- The board wants better reporting than the year-end accounts give them
- You are going into a new market, or restructuring
- You are preparing to raise money, or to sell
- Your finance director has left, or needs cover
- Margins have moved and nobody can say precisely why
Getting started
How it works
01
A free call.
About 45 minutes to establish what you need.
02
A written proposal.
Scope, team and price, in writing. Also free.
03
You decide.
If the proposal works, we agree the terms.
04
We start.
Usually one to two weeks. A few days if it is urgent. Two to four weeks if the scope is large or a dedicated team needs setting up.
Questions
Questions
Is this a person or a team?
A named senior contact, with a team behind them. The structure is agreed with you before anything starts.
How much of their time do we get?
Whatever the scope sets out, and the scope is written into the proposal before you commit.
Can we start with something small?
Yes. Most businesses start with the monthly reporting and add the advice later.
What if we already have an accountant?
That is common. Tell us on the call what they handle and we will scope around them.
How long are we tied in for?
Six months minimum on ongoing work, then 30 days’ notice.
Start with a free call
Tell us what you need. You get our approach and our fee in writing, with no obligation and no charge for either.