CFO-level thinking, without the full-time hire.
Budgets, forecasts, cash-flow planning and clear reporting for owners who need financial leadership a few days a month.
Growing fast with no one watching the numbers.
Owners often discover cash problems too late. A part-time CFO turns your books into forward-looking decisions.
- Annual budget and monthly tracking
- 13-week cash-flow forecast
- KPI dashboard and management pack
- Pricing and margin analysis
- Bank and investor reporting
- Monthly review meeting
How the project runs.
Diagnose
Review your numbers, margins and cash.
Plan
Budget, forecast and KPIs.
Report
Monthly management pack.
Advise
Regular review meetings and decisions.
Common questions.
How many days a month?
Usually two to four days a month, scaled to your needs.
Do we need clean books first?
Ideally yes; we can combine this with our bookkeeping service.
Can you help with bank or investor meetings?
Yes, we prepare the figures and join the meetings when needed.
Often combined with.
Accounting & Bookkeeping
Monthly books, reconciliations, month-end and year-end close, and audit-ready financial statements.
Learn moreAudit & Review Support
Book reviews, internal controls and preparation for external audit.
Learn moreOdoo Implementation
Set-up, migration and support on Community, Enterprise and Odoo.sh, finance-first.
Learn moreGet a free 15-minute review of your books and system.
No cost, no obligation. Replies within one hour.