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Empowering Your Business Growth.
- CFO & ADVISORY SERVICES
CFO-level judgement, without the CFO salary.
Most growing businesses need senior financial thinking long before they can justify a six-figure hire. We give you forecasting, margin analysis and cash oversight on a monthly cadence - from accountants trained where the standards are highest.
Book your free consultation
Tell us where the business is headed and we will show you how we would get you there.
30 minutes · A qualified accountant, not a salesperson · No commitment
Big 4
KPMG & EY TRAINED
ACA & CPA
QUALIFIED ACCOUNTANTS
QBO & Xero
CERTIFIED
US GAAP
& IFRS FLUENT
I NDUSTRIES WE SERVE
- SaaS & Technology
- E-commerce
- Manufacturing & Distribution
- Home Services & Trades
- Professional Services
- WHAT WE SOLVE
Four problems that outgrow a bookkeeper
These are decisions, not transactions — and they need someone who has made them before.
Revenue is growing but profit isn't following
Sales are up and the bank account doesn't show it. Nobody can say which product, client, channel or job is absorbing the difference, so the leak continues quietly.
HOW WE FIX IT
Unit economics and margin analysis
Contribution margin traced to the level that matters — SaaS product line, e commerce SKU, manufactured unit, job type or client — so the loss-making segment is identified and priced or dropped.
You're forecasting on a feeling
The only cash forecast is the bank balance and a rough sense of what's due. That holds up fine until one slow month, a delayed receipt, or a large purchase arrives.
A rolling cash forecast
A forward view of what is coming in and going out, updated monthly and reconciled to your bank, so a shortfall is something you see weeks ahead rather than discover on payroll day.
Big decisions get made without numbers
Hiring, pricing, opening a location, taking on debt — all decided on instinct because building the analysis would take two weeks you don't have.
Scenario modelling before you commit
We model the decision before you make it: what it costs, what it returns, what breaks if the assumptions are wrong, and what the cash position looks like either way.
A lender or investor asks and you aren't ready
A loan, a raise or an approach from a buyer arrives, and you scramble to produce projections and reporting that will not survive their questions.
Investor and lender-ready reporting
Models, projections and reporting packs built to the standard a bank, investor or acquirer expects — prepared before they ask rather than assembled under pressure.
- WHY US FOR THIS WORK
Senior judgement, from people who have carried the responsibility
Our team has led group month-end close, IFRS consolidated financial statements and audit liaison for a listed FMCG group, run FP&A and multi-entity close for international software clients, and sat inside Big 4 audit at KPMG and EY. This is not advice assembled from a template. It is the same analysis we have produced for boards and auditors, scaled to a business your size and delivered as a monthly working relationship rather than a quarterly slide deck.
SYSTEMS WE WORK IN
- QuickBooks Online
- Xero
- NetSuite
- SAP
- Excel & Power BI
- Stripe
SYSTEMS WE WORK IN
- QuickBooks Online
- Xero
- NetSuite
- SAP
- Excel & Power BI
- Stripe
Before you book the call
Shown open here so every answer is visible. On the live site these collapse - visitors click a question to expand it.
Bookkeeping records what already happened. CFO work uses those numbers to decide what happens next — forecasting, pricing, margin, hiring and funding decisions, with the analysis done before you commit rather than after.
A monthly strategy session is standard, with a deeper quarterly review and availability in between whenever a decision cannot wait for the next scheduled meeting.
If you are making decisions where being wrong would be expensive — hiring, pricing, borrowing, expanding into a new channel or state — you are big enough to benefit from the analysis.
Idea ly yes, and if they aren't we bring them current first. Strategy built on unreliable numbers is guesswork with a spreadsheet attached — we would rather fix the foundation than build on it.
Yes. We prepare the models, projections and reporting packs lenders, investors and buyers expect, and we can run a sel-side quality of earnings review so the numbers hold up under diligence.
Make the next decision with the numbers in front of you
- A rolling cash forecast, updated monthly
- Margin analysis down to the unit that matters
- Scenario modelling before you commit
- Reporting built for lenders and investors
What Happens Next
No pressure and no sales script - just a qualified accountant looking at where you stand.
- A 30-minute cal at a time that suits you
- We review your current position honestly
- You get a clear scope and a fixed price
- You decide - no obligation either way