Our Services

Strategic financial leadership,
tailored to your stage of growth.

Every engagement includes a dedicated, ACA-qualified fractional CFO. Financial strategy built around your business, your market, and your stage of growth.

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We keep one financial picture across the business.

When finance work is divided between several providers, that coherence can be lost. Management reporting is prepared one way, year-end accounts another, and the differences surface in a board meeting, an audit or due diligence.

We work from a consistent financial foundation, keeping management reporting and statutory accounts connected so that differences can be identified, explained and resolved.

Financial Health Audit

A comprehensive assessment of your business's financial health across eight dimensions.

What's included

  • 2-3 hour deep-dive with founder or finance team
  • 12-month financial statements review
  • Cash flow analysis and forward forecast
  • Tax compliance and exposure assessment
  • Financial Health Score with traffic-light ratings
  • Prioritised 90-day action plan
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At a glance

Monthly CFO Retainer

Your fractional CFO sits inside your leadership team. Strategic financial oversight that turns your numbers into decisions you can act on with confidence.

What's included

  • Monthly financial review meeting (60-90 mins)
  • Management accounts preparation or review
  • KPI dashboard with traffic-light indicators
  • Rolling 13-week cash flow forecast
  • Budget vs. actual variance analysis
  • Strategic financial advice on demand
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At a glance

Investor Readiness Package

End-to-end financial preparation for a fundraising round. We build the model, prepare the data room, analyse unit economics, and coach you to present with the confidence investors expect.

What's included

  • 3-5 year financial model (Excel-based, auditable)
  • Investor deck financial slides
  • Due diligence data room preparation
  • Unit economics analysis (CAC, LTV, payback)
  • Founder coaching on presenting financials
  • 2 rounds of revisions from investor feedback
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At a glance

International and Diaspora Advisory

For businesses whose operations, ownership or investors span more than one country. We provide financial oversight across the group and hold the reporting together, so the business reads as one set of numbers wherever it is registered.

What's included

  • Monthly financial review
  • Statutory reporting and compliance readiness in your filing jurisdiction
  • Group financial controls and oversight framework
  • Investor and stakeholder reporting
  • Banking and payment infrastructure guidance
  • Quarterly strategic review
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At a glance

Finance Infrastructure Setup

Many growing businesses lack the basic financial architecture required to make sound decisions, attract capital, or pass due diligence. We build it from the ground up.

What's included

  • Chart of accounts design and implementation
  • Accounting policies and procedures manual
  • Financial reporting framework and templates
  • Internal controls and approval workflows
  • Accounting systems setup and staff training
  • Month-end close process design
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At a glance

Annual Financial Statements and Reporting

Preparation of complete annual financial statements delivered to the standard expected by investors, regulators, and institutional partners. Whether a deliverable is going to management, a board, an investor or an auditor, it is prepared to the same standard.

What's included

  • Statement of financial position (balance sheet)
  • Statement of profit or loss and other comprehensive income
  • Statement of cash flows
  • Statement of changes in equity
  • Notes to the financial statements
  • Director's report preparation
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At a glance

Get Started

Clarity. Structure. Strategic direction.

Every engagement begins with a complimentary 30-minute discovery call. Tell us where your business is today, and we will tell you honestly whether we can help.

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