Services

What services does a CFO provide, and how can this key role transform your business?

Most entrepreneurs are experts in the operations and sales elements of their business. They have great products and services, and they know how to attract clients. However, they often lack the financial expertise needed to ensure that their business is profitable and sustainable in the long term.

This is where a CFO or Finance Director can help.

Services

Clarify the numbers.

Many small business owners lack a clear understanding of their finances. That’s why we always begin by identifying key metrics such as gross margin and break-even point, while also establishing regular management accounts.
Analyse profit.

Generating revenue alone isn’t enough—a business must be profitable to thrive. We analyse your business to pinpoint its most profitable activities and develop strategies to enhance profitability.
Set growth objectives.

We’ll work with you to create a realistic growth plan and track progress against your goals. This includes developing a budget, forecasting cash flow, and creating a 3-year business plan.
Hit targets.

We will help your business stay on track and achieve the financial goals set, by introducing KPIs, monitoring performance, and holding the management team accountable.

Other expertise

Cash Management

‘Cash is King'’ so we help clients optimise their cash flow, maintain financial stability and ensure the availability of funds to meet both short-term needs and long-term goals.

Exit Planning

With expertise in exit strategy, we help clients build sellable businesses, maximise their value, and prepare for a successful exit.

Raising Funds

When you need to fund expansion we can guide you through securing the right financing, preparing compelling proposals, and building the financial foundation to support growth and long-term success.

Book a Discovery Call