Fractional CFO Services
Financial expertise without the full-time cost
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Fractional CFO
Services
Book Your Free 30-Minute Diagnostic Now!
As a business becomes more complex, so do its finances. Cash flow, margins, costs, forecasts and management information become harder to understand - and the accounts don't always tell you what you need to know.
Making Sense of the Numbers
With a Master's in International Finance and 20 years' banking experience across lending, investments, credit and market risk, Simon, the principal, brings the analytical rigour and commercial acumen needed to make sense of complex financial information.
But getting the numbers right is only half the job. So we don't just produce reports or spreadsheets, we make sure you understand what the numbers mean, what matters and how that information impacts your business.
As a business becomes more complex, so do its finances. Cash flow, margins, costs, forecasts and management information become harder to understand - and the accounts don't always tell you what you need to know.
But getting the numbers right is only half the job. So we don't just produce reports or spreadsheets, we make sure you understand what the numbers mean, what matters and how that information impacts your business.
Making Sense of the Numbers
With a Master's in International Finance and 20 years' banking experience across lending, investments, credit and market risk, Simon, the principal, brings the analytical rigour and commercial acumen needed to make sense of complex financial information.
We make sense of how your business is performing financially.
What we can help with:
Profitability, margin and pricing analysis
Cash-flow and variance analysis
KPI analysis and dashboards
Management accounting
Management reporting
Xero and other financial software
Build the case for funding and understand your options to do that.
What we can help with:
Funding objectives and requirements
Financial readiness
Operational readiness
Funding options
Lender / investor requirements
Pitch deck financials
Funding applications
How We Can Help
Plan What's Next
Fund Your Business
Analyse where your company might go and what different decisions could mean.
What we can help with:
Cash-flow forecasting
Financial modelling
Scenario analysis
Budgeting
Investment analysis
Understand Your Finances
2. Operations Diagnostic
3. Prepare to Fund
How We Can Help
1. Know Your Finances
We make sense of how your business is performing financially.
What we can help with:
Profitability analysis
Cash flow and variance analysis
Drivers of financial performance
KPI analysis and dashboards
Management accounting
Software (Xero etc.)
Typical outputs include:
Management reporting packs
KPI dashboards
Profitability analysis
Findings & recommendations
2. Plan What's Next
Analyse where your company might want to go and what different decisions could mean.
What we can help with:
Cash-flow forecasting
Financial modelling
Scenario analysis
Investment analysis
Budgeting
Typical outputs include:
Cash flow forecasts
Budgets and financial forecasts
Financial models
Scenario and investment analysis
Build the case for funding and understand your options to do that.
What we can help with:
Funding objectives and requirements
Financial readiness
Operational readiness
Funding options
Lender and investor requirements
Typical outputs include:
Funding readiness report
Forecasts and financial models
Credit applications
Support through the credit process
3. Prepare for Funding
Step 1
Step 2
Working With Us
We listen, ask questions, tell you where we think the gaps are and how we can help.
No card details are taken on the call.
Free 30-Minute Discovery Call
We'll then detail how we can help, what we'll deliver and what it costs before you commit.
Project Work
£100/hr
Founding Client Rate
£50/hr
Ongoing Fractional CFO
Founding Client Rate
£5,000/mth
Choose How We Work
Funding Advisory
£3,000/mth
Working With Us
Free 30-Minute Discovery Call
We listen, ask the right questions, tell you where we think the gaps are and how we can help.
No card details are taken on the call.
We'll then set out how we can help, what' we'll deliver, and what it costs before you commit.
Choose How We Work
Step 1
Project Work
£50/hr
Founding Client Rate
£100/hr
Ongoing Fractional CFO
£5,000/mth
£3,000/mth
Step 2
Founding Client Rate
Founding Client Rate
Our Competitive Advantage
Financial Expertise
The Principal has a Master's in International Finance and 20 years' banking experience across lending, investments, credit and market risk, bringing serious financial expertise to every engagement.
Commercial Judgement
Getting the numbers right is only half the job. We focus on what they mean, what matters and how that information should influence the decisions you make.
A Banker's Perspective
With hands on experience of completing lending and investment credit applications from inside a bank, we understand how lenders assess counterparty risk and funding applications.
Competitive Advantage
Commercial Judgement
Financial Expertise
The Principal has a Master's in International Finance and 20 years' banking experience across lending, investments, credit and market risk, bringing serious financial expertise to every engagement.
Getting the numbers right is only half the job. We focus on what they mean, what matters and how that information should influence the decisions you make.
Commercial Judgement
A Banker's Perspective
With hands on experience of completing lending and investment credit applications from inside a bank, we understand how lenders assess counterparty risk and funding applications.
Book a Free 30-Minute Consultation
