Fractional CFO Advisory for SMEs

Get CFO-level input without the full-time cost.

Ex-banking risk head. 18 years in SME finance.

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The Problem

Too Big for a Bookkeeper. Too Small for a Full-Time CFO.

Your business is too big for a bookkeeper but too small for a full-time CFO. Result: late management packs, cash flow surprises, and no one to talk to investors or banks.

Who This Is For

Growing SMEs Who Need:

Monthly management packs and cash flow forecasts
Support for investor/bank reporting
Help with pricing, margins, and cost control
A CFO in the room for negotiations

What You Get Monthly

4 Core Deliverables Every Month

Flagship Deliverable

1. CFO-Level Reporting

Accurate management packs, cash flow forecasts, and board-ready reporting by the 10th of each month.

2. Cash & Working Capital Management

Forecasts, scenario planning, and working capital optimisation so you don't run out of cash.

3. Investor & Bank Support

Prepare for DD, respond to bank queries, and build investor updates that get replies.

4. Strategic Input

Monthly 60-min session to review numbers, pricing, margins, and growth options.

How It Works

Onboarding & Ongoing Cadence

Month 1

Onboarding, fix quick wins, set up reporting.

Month 2+

Monthly cadence of reporting, forecasting, and advisory calls.

Access

WhatsApp/Email support between calls for quick questions.

Why Work With Us

You work directly with our principal advisor, no account managers, no juniors. We've built the reporting infrastructure and CFO function for SA SMEs from scratch. WhatsApp access between calls means you get a real answer when it matters, not a scheduled callback.

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FAQ

Do you take on the bookkeeping?

Yes, we offer bookkeeping as an optional add-on alongside the CFO function.

Can you sign off financials?

We're not external auditors. We prepare management accounts for decision-making.

Can I cancel anytime?

30-day notice after the initial minimum term.

Stop running your business without a CFO view.

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