CFO Services

Example services

Business advice

Through discussions and analysis of your business performance, we can identify risk areas and recommend improvements. We offer ideas and solutions to increase revenue, reduce expenditure, manage cashflow and scale your business. Engagements can be one-off business health checks, or ongoing regular meetings where your outsourced CFO provides regular expertise as part of your team.

Financial reporting & analysis

We can work with you to build a plan and then provide meaningful financial reports and metrics to analyse and track your progress.

Budgeting

A budget is a financial plan to achieve your strategy. Clear, realistic budgets keep you and your staff on the same page. A regular analysis of ‘budget versus actual’ ensures accountability to this measurable financial plan.

Forecasting

A forecast is a rolling document constantly updated for actual results and known future differences to budget. A regularly updated forecast gives you the best picture of where you are headed and identifies issues in advance. We recommend cashflow forecasts in particular for all small to medium businesses.

Scenario financial modelling

A financial model is an excel based workbook setting out income, expenses and profits. The workbooks is updated easily through changing the variables that drive the income and expenses. The result is a powerful tool that allows various ‘what if’ scenarios to be played out financially. Imagine understanding the financial impact of every decision before you make it.