Fractional CFO
A finance director for a few days a month. Forecasts, board packs and funding support, without the salary.
Most businesses don’t need a full-time finance director; they need a few hours of a great one, armed with current numbers. We build the forecast, sit in the board meeting, and tell you what the numbers mean for the decision in front of you.
What this covers
4 ways we help
Cash Flow & Forecasting
Rolling cash-flow and P&L forecasts kept current, so you see the squeeze before it arrives.
- Cash-flow forecast: rolling 12-week and 12-month views
- P&L forecast: revenue, margin and overhead projected
- Scenario modelling: best, base and downside cases
Board & Investor Reporting
Board packs and investor updates your directors and backers actually trust: clear, consistent and on time.
- Board packs: financials, KPIs and commentary in one document
- Investor updates: consistent monthly or quarterly reporting
- KPI dashboards: the metrics your board actually watches
Fundraising & Refinancing Support
The numbers, projections and answers lenders and investors need, prepared so a raise or refinance goes smoothly.
- Financial projections: models built to a funder's standard
- Funding applications: bank, grant and investor submissions
- Business case: the ask costed and justified
Valuations & Exit Planning
What the business is worth, and how to prepare it for a sale or handover when the time comes.
- Business valuations: for a sale, share transfer or dispute
- Exit readiness: the business prepared to sell well
- Succession planning: handover to family or management
Other service areas
All servicesAccounting and Bookkeeping
Books that are never behind, VAT and payroll that just run, accounts filed early. The compliance work, off your desk.
Learn moreBusiness Consulting
Forming a company, raising finance, moving into a new market: the big calls, made with the numbers in front of you.
Learn moreDigital Transformation
Move off spreadsheets, onto a system that scales, with AI handling the repetitive work. The finance function, modernised.
Learn morePersonal Finance
How you earn decides your tax bill. We plan around your profession so you keep more of what you make.
Learn moreFree 30-minute consultation
Ready to put your books on solid ground?
Tell us where things stand and we’ll tell you exactly what we’d do, what it costs and what you’d get back. No obligation, no jargon.
We reply within one business day.