Your point of contact
Kishen Patel, BFP ACA, is an ICAEW Chartered Accountant at Consult EFC and handles enquiries through I need a Fractional CFO. The site offers a route to discuss part-time financial leadership and defined finance projects for UK businesses.
You can view the ICAEW membership reference to check the published professional credential. The reference provides an independent way to check the published professional qualification.
Begin with the business decision
A useful enquiry describes what you need to decide, the information available and the time involved. That might mean assessing a hire, understanding margins, planning cash or preparing transaction information. You do not need to know the ideal number of CFO days to begin the discussion.
We then discuss the proposed outputs, responsibilities and fee. If a request needs other specialist input, that should be identified when defining the scope.
Work alongside the existing finance team
Fractional CFO support can connect your accountant, bookkeeper and managers around planning and commercial decisions. Day-to-day processing, tax and statutory reporting should have clear owners. Agreeing those hand-offs helps avoid overlapping work or assumptions about what another adviser is completing.
Remote support and clear communication
Enquiries are welcome from businesses across the UK. The arrangements for meetings, reporting and sharing records are agreed around the work. Confirm any meeting requirements when discussing the engagement. Please do not send confidential accounts or employee information through the initial enquiry form.
One family of focused financial services
The I Need family provides dedicated starting points for financial modelling, business valuation, sale preparation and debt funding readiness. Each engagement has its own agreed scope and intended use.
Connect the guide to your business.
Discuss the decision, information available and the scope of support you need.
Start a conversation ↗