Fractional CFO services for UK SMEs

Cash and financial visibility

Use reliable records and forward-looking information to understand collections, commitments and the drivers of performance.

• Cash flow forecasting
• Management accounts and KPI reporting
• Profitability and margin improvement

Growth, funding and commercial decisions

Test hiring, investment and transaction assumptions before committing resources. Models and funding preparation are scoped around the decision.

• Financial modelling and funding preparation
• LBO modelling

Ongoing financial leadership

Agree a working rhythm for financial review, decision support and coordination with your existing accountant and finance team.

• Fractional CFO for SMEs
• Outsourced finance director
• Costs and scope

Transactions and ownership changes

Organise financial evidence, analyse transaction assumptions and plan the reporting and controls needed after completion.

• M&A and transaction support
• Financial due diligence support
• Business sale and exit preparation
• Post-acquisition finance integration

Finance processes and specialist preparation

Clarify responsibilities and prepare the evidence required for specialist work. Audit preparation is distinct from performing an audit; tax work needs a defined brief.

• Internal financial controls
• Financial governance
• Audit preparation support
• Tax advisory and HMRC support

Choose a project or an ongoing role

A defined project can address one forecast, report or model. An ongoing role can connect several recurring decisions and reviews. Explain the outputs you need, the people already involved and the timetable before deciding the level of support. The proposed scope and fees are agreed before work begins.

Support around your business model

The operating model shapes the financial questions. Explore the relevant starting point:

• Startups
• SaaS and technology
• Agencies
• Ecommerce
• Professional services