CFO Advisory
Many growing businesses need senior financial input before a full time CFO is justified. We provide practical CFO style advisory support focused on clarity, cash and decision ready reporting.
Who this service is for
- Owner managed businesses outgrowing informal finance routines
- Directors preparing for investment, lending or expansion
- Companies wanting board pack discipline without a full finance team
- Founders needing a regular financial sounding board
Common challenges
- No single view of performance, cash and commitments
- Decisions made without reliable management information
- Finance admin taking director time away from trading
- Difficulty challenging costs, pricing or investment cases
What is included
- Regular financial review meetings as scoped
- Interpretation of management accounts and cashflow
- Support preparing board or lender packs
- Challenge and advice on pricing, costs and investment timing
- Coordination notes for bookkeeping and compliance work
How the process works
- 1.Assess current reporting and decision needs
- 2.Agree a review rhythm and priority metrics
- 3.Work through packs, forecasts and open issues
- 4.Document actions and track follow through
Documents normally required
- Management accounts and bookkeeping access
- Cashflow forecasts and bank information
- Budgets, KPIs and board minutes where used
- Loan covenants or investor reporting requirements
- Major contract or pricing information
Key deadlines
CFO advisory follows an agreed meeting and reporting schedule rather than a single statutory deadline.
For official dates, check GOV.UK.
Benefits
- Senior financial input scaled to your stage
- Clearer board and lender conversations
- Faster identification of cash and margin issues
- Stronger link between compliance numbers and strategy
Related services
- View Management Accounts servicesRegular management accounts so directors can track performance, cash and margins between year ends.
- View Cashflow Forecasting servicesCashflow forecasts that help you plan tax payments, hiring, investment and quieter trading periods.
- View Business Growth Planning servicesFinancially grounded growth planning for hiring, pricing, investment and expansion decisions.
Frequently asked questions
Discuss cfo advisory with our team
Book a free consultation on Picktime or send an enquiry. We will confirm scope and fees before any engagement begins.