Institutional CFO
Leadership
on your side of the table.
Get the rigor of a CFO with 20+ years of executive experience running full finance departments, focused entirely on driving your business decisions.
Helping you get control over
critical areas like:
Knowing your true monthly profit by product service branch and client so you can see what to grow what to fix and what to shut down
Having a clear view of upcoming cash flows so you see a cash crunch months in advance not days
Working with annual and monthly department wise budgets and real variance analysis so cost overruns are caught early not at year end
Receiving an actionable monthly dashboard that shows the numbers that matter for you and turns raw accounts into decisions
Tightening approvals checks and separation of duties so the business is less exposed to mistakes and fraud
Presenting numbers in a way banks investors and partners understand so conversations about limits funding and deals are easier
Putting a basic financial plan in place for the next twelve to twenty four months instead of running month to month on guesswork
What we do:
We plug into your business as a senior partner, moving through a structured evolution from audit to active leadership.
Monthly CFO routine
- Check the monthly accounts for obvious errors and wrong classifications
- Prepare a clean management pack profit and loss balance sheet cash summary key ratios
- Review margins and profitability by product service branch and major customers
- Prepare a short term cash view so upcoming tight spots are visible
- Run a monthly CFO meeting with you to walk through the numbers and agree actions
- Track the agreed actions into the next month so things actually get done
One-time Setup & Cleanup
- Review your current books of accounts reports and key business functions for a diagnostic review and recommendations
- Define the few metrics that really matter for your business profit margins cash collections key cost buckets
- Build a simple financial model of how your business makes and uses money
- Set a clear reporting calendar for month end management pack and owner review
Quarterly planning and course correction
- Update budget and rolling forecast based on what really happened in the last quarter
- Compare actual results with plan and explain the main gaps in plain language
- Run simple what if scenarios for growth plans major hires or new locations
- Support decisions on major spending buy lease or delay
Decision support when it matters
When a major decision is on the table we plug in as your finance head.
- Opening or closing a branch or line of business
- Changing pricing discounts or credit terms
- Negotiating with key suppliers or customers using hard numbers
- Preparing bank and investor ready financial information when you need external support
What changes in your business
- You see a clean set of numbers every month instead of random reports and screenshots
- You know which products services branches and clients are actually making money and which are only creating work
- You get a clear view of upcoming cash pressure so you can plan collections payments and funding instead of reacting at the last minute
- Management meetings are based on one standard pack so everyone looks at the same numbers and arguments are about decisions not about data
- Big spends new hires and new locations are backed by simple numbers instead of gut feel only
- Bank and investor conversations become easier because your numbers are ready consistent and make sense
- Controls around payments banking and approvals tighten so mistakes and fraud become harder
Start with total confidence.
Start today with our first month refund guarantee. If you do not feel the value after the first month you simply ask for your money back and we refund your full first month fee without any questions asked.