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Core Fractional CFO Services
For the established SME or scale-up that has outgrown its current finance function. This service is for the CEO who is getting bogged down in financial details, lacks reliable data for decision-making, and is constantly worried about cash flow.
The Problem We Solve
"We're flying blind. I don't have a reliable forecast, I can't see our key profit drivers, and I'm not confident in the numbers my team is giving me. We can't scale effectively like this."
What You Get
13-Week Cash Flow Forecasting: We'll implement and manage a rolling cash flow forecast to provide a forward-looking view of your liquidity, eliminating surprises and enabling proactive cash management.
Dynamic Budgeting & Scenario Planning: We'll develop a robust annual budget and financial model that allows you to plan for growth and test different strategic scenarios against market volatility.
KPI Dashboard & Management Reporting: We'll create a custom dashboard tracking the key financial and operational metrics that truly drive your business, delivered with insightful commentary in a monthly management report that tells a story, not just presents numbers.
Profitability Analysis: We'll conduct deep dives into your product, customer, or service profitability to guide strategic focus and protect your margins.
Team Mentoring: We provide guidance and development for your internal bookkeeper or controller, upskilling your team's capabilities.
Includes all services from the Strategic Sounding Board package.
The Outcome
Control and predictability. You'll move from reactive problem-solving to proactive, data-driven decision-making, unlocking the potential for sustainable and profitable growth.
Is This Service Right for You?
The Core Fractional CFO service is for businesses that need comprehensive, hands-on financial leadership. If you are struggling with cash flow visibility, require a robust budget, and need insightful reporting to guide your strategy, this is the solution to professionalise your finance function.
FAQs
How much time will you spend with our business each month?
The time commitment is flexible and scaled to your needs, but a typical engagement involves a set number of days per month. This allows for weekly check-ins, management of the cash flow forecast, preparation of monthly reports, and participation in leadership meetings, ensuring we are deeply integrated with your team.
Will you work with our existing bookkeeper or controller?
Yes. Our model is designed to be collaborative. We mentor and guide your existing finance team, helping to upskill them while we focus on high-level strategy. We build on their work to provide the strategic layer of analysis and forecasting that your business needs.
What accounting systems (e.g., Xero) do you integrate with?
We are system-agnostic and leverage modern FP&A software that integrates seamlessly with major accounting platforms, including Xero, MYOB, and QuickBooks. This allows us to connect directly to your financial data to automate reporting and provide real-time insights.