CFO Services

Our Unique Approach

Andy Cristin is the creator of The CASH Method™—a proven financial system designed to help SMEs strengthen their business and ultimately achieve their goals, by working through four strategic steps.

Using this process Andy has seen success after success, helping businesses find financial strength and enter the next phase of their journey.

As for the business owners, they’ll tell you that with Andy’s support they’re now confident in their decision-making, they have more time to focus on core business activities, and they experience much fewer sleepless nights!

1.

Clarify Your
Numbers

2.

Analyse the
Profit

3.

Set Growth
Objectives

4.

Hit
Your
Targets

Designed for Small Businesses

Andy’s proprietary method is designed specifically for SMEs. Provided on a Virtual or Fractional basis, his smart CFO solution is cost effective to this sized business, especially considering the ultimate gains that will be seen in profitability, efficiency and growth.

At a glance

The CASH Method™

Clarify Your Numbers

This step entails truly understanding the numbers that underpin the business. Here we perform a range of technical financial activities that will feed into all future strategies.  

➜ Developing Monthly Management Reports
➜ Budgeting & Forecasting
➜ Competitor Research and Benchmarking
➜ Scenario Planning & Financial Modelling

Analyse The Profit

Andy’s best-selling book is called ‘The Profit Mindset’, which certainly hints towards his approach as a CFO. Profit is the key, moving a business’s focus from revenue to profit is one of the vital steps to achieving success.

Here all revenue streams, service areas and clients are analysed to establish the business’s profitability in different areas. This informs strategic decision making moving forward.

➜ Analysis of Historical Revenue & Profit Drivers
➜ Optimising Profit Ratios
➜ Reducing Costs & Inefficiency
➜ Pricing Strategies

Set Growth Objectives

During this step we produce a 1-yr, 3-yr and 5-yr forecast, showing how the business might look at that time, including a profit and loss account, a responsibilities chart and a company valuation for the end of the period.

➜ Goals and Objectives Setting
➜ Developing a Business Roadmap
➜ Financial Planning & Forecasting
➜ Business Safeguarding

Hit Your Targets

Here we lay out the exact Key Performance Indicators (KPIs) that are required to achieve the established plan and assign accountability to management and staff for these metrics.

Within this last phase, there is also a keen focus on measurement, to stay on track and hit the objectives identified in the previous step.

➜ Key Performance Indicators (KPIs)
➜ Risk Mitigation & Scenario Planning
➜ Management Reporting Dashboard
➜ Board/Management Meetings

What’s next?

Schedule a free Discovery Consultation to take the first step.