Advisory Services
CFO Lite
CFO Lite is designed for early-stage businesses looking for support and control. CFO lite delivers consistent financial clarity without the cost of a full-time CFO. It provides a strong foundation for control and visibility, combining weekly cash flow reporting with clear monthly management accounts and budget vs actual tracking. You’ll always know where the business stands and where it’s heading.
Regular fortnightly CEO or founder calls ensure you have ongoing guidance to interpret the numbers and make informed decisions. With responsive email support, you’re never left waiting when issues arise. CFO Lite gives you structure, discipline, and confidence, helping you stay in control of performance, manage cash effectively, and make better day-to-day decisions as your business grows.
CFO Growth
CFO Growth is built for businesses with £1m-£20m revenue. It’s designed for growing businesses with employees who are ready to scale with greater control and strategic insight. It goes beyond reporting to provide forward-looking financial leadership, combining KPI dashboards aligned to your business goals with a full financial model and rolling forecast. You gain a clear view of performance today and where the business is heading.
Monthly board reporting packs bring structure and clarity to decision-making, while weekly CEO or founder calls ensure continuous alignment and momentum. With priority email support, you have fast access to guidance when it matters most. CFO Growth gives you the tools, insight, and discipline to drive performance, manage growth effectively, and make confident strategic decisions.
Board Advisory
Our Board Advisory service provides experienced, independent financial and strategic oversight at the highest level of your business. Acting as a trusted partner to the CEO and board, we bring a CFO perspective to key decisions, challenging assumptions, testing financial plans, and ensuring strategy is grounded in commercial reality.
We support the preparation of board materials, contribute to discussions, and help maintain focus on the metrics and priorities that drive long-term value. From growth strategy to funding decisions and performance accountability, you gain clarity and structure where it matters most. The result is more effective board meetings, stronger governance, and better-informed decisions—without the cost or commitment of a full-time executive hire.