CFO Services

A fractional CFO provides the same strategic financial leadership as a full-time CFO — planning and forecasting, cash flow management, board and investor reporting, capital structure and funding advice, and financial risk management — but on a part-time or retainer basis. They are available for management and board discussions and key decisions, without the fixed cost of a full-time hire.

Typically when financial decisions are getting more complex, when you are preparing to raise investment or significant credit, when you are professionalising a family or owner-run business, or when the founder is spending too much time on finance. Businesses heading into an audit, due diligence, or a transaction benefit most from dedicated CFO support.

A bookkeeper records transactions and an accountant ensures compliance; a CFO operates at the strategic level — interpreting the numbers, building models, advising on decisions, managing banking and investor relationships, and planning capital. Think of the bookkeeper as the recorder and the CFO as the navigator. We can provide both as a single, integrated finance function.

Yes — and it is often the most cost-effective model. We can run the complete finance function, from bookkeeping and VAT compliance through to monthly close, and layer CFO advisory on top, giving you one accountable partner instead of separate providers and an internal hire.

We typically agree a fixed monthly retainer covering a defined level of CFO involvement, monthly reporting, and key oversight. You reach your CFO by call, email, or video, and we attend board meetings, investor presentations, or audits as needed. The arrangement scales up or down as your needs change.

Yes. Because we also handle Corporate Tax and VAT, our CFO work is joined up with your tax strategy — structuring, cash planning, and reporting all take your tax position into account, so financial and tax decisions reinforce rather than conflict with each other.