Services & Packages
We offer flexible CFO packages designed to give you the strategic financial leadership you need, at the level you need it. Whether you want light-touch oversight or a fully embedded CFO partner, our packages scale with your business.
Lite CFO
2-3 days per month
For SMEs and early-stage businesses that need better financial visibility and guidance without a full-time commitment.
What’s included:
-
Monthly management reporting & board pack
-
Cash flow forecast & monitoring
-
Quarterly strategic review
Best for: Smaller businesses looking for clarity and control.
Growth CFO
4-6 days per month
Our most popular package - designed for scale-ups and ambitious businesses who need regular CFO-level involvement to support growth and investor confidence.
What’s included:
-
All Lite CFO services
-
Full budgeting & forecasting cycle
-
Scenario modelling (growth, M&A, fundraising)
-
Finance function development & coaching
-
Support with board and investor meetings
Best for: Growing companies that need regular strategic support.
Strategic CFO
7+ days per month
For businesses that need a CFO embedded in the leadership team - without hiring full-time. Ideal during fundraising, acquisitions, or rapid growth phases.
What’s included:
-
All Growth CFO services
-
Leadership role in strategy & execution
-
Fundraising and investor relations (models, due diligence, support)
-
Systems & process improvement (ERP, dashboards, automation)
-
Interim CFO availability when needed
Best for: Larger SMEs, PE/VC-backed companies, and high-growth businesses.
Project Work
Not every business is ready for a monthly package - and sometimes you just need targeted CFO support to get through a specific challenge. That’s why we also offer one-off project work, tailored to your needs.
Examples of projects we deliver:
-
Fundraising support (financial models, pitch deck numbers, due diligence prep)
-
Business planning & forecasting
-
Finance system implementation (ERP, dashboards, automation)
-
Exit readiness reviews & M&A support
Book to discuss your project needs.