Services — CFO advisory
A CFO's eye on your numbers, monthly.
Margin, cash flow and pricing reviewed by someone who's seen the numbers before, so the decision gets made in week one.
What’s included
Included
- Monthly review of margin, cash flow and working capital
- Pricing and cost structure reviewed against actual results, not assumptions
- Cash flow forecast updated monthly, with early warning on a coming shortfall
- A bank-ready or board-ready financial summary, prepared when you need one
- A direct answer on a specific decision — a hire, a lease, a new branch — when you ask
- A monthly review call to walk through the numbers together
Not included
- Day-to-day bookkeeping — this service reviews numbers someone else has already produced; see Bookkeeping
- Fundraising or investor-deck preparation — outside this service's scope, though we can refer you
- Company secretarial or legal work — see Company setup for incorporation-related matters
- Guaranteed outcomes — we advise on the decision; the business risk of taking it stays yours
Deliverables
| Deliverable | Cadence |
|---|---|
| Monthly review call | Monthly |
| Cash flow forecast update | Monthly |
| Ad hoc decision support | Within a few days of being asked |
| Bank- or board-ready financial summary | On request, ahead of a specific need |
Who does the work
A senior advisor works from your management accounts each month. This service leans on those accounts being reliable — it works best paired with our bookkeeping, or with a bookkeeping process you already trust.
What we need from you
- Reliable monthly management accounts to review — this doesn't replace bookkeeping, it depends on it being done well
- Advance notice of a decision you're weighing, so we can prepare before the call, not during it
- The ability to reach us between calls when something time-sensitive comes up
Pricing
Priced as a fixed monthly retainer, scaled to how much time your business genuinely needs — not a percentage of revenue.
See what drives the price →Questions
Talk to us about cfo advisory
A short call to understand what you need, then a scoped proposal in writing — no surprises.