Business Advisory & CFO Support

Senior financial thinking for owner-managed businesses.

Overview

Practical advisory support for owner-managed businesses across budgeting, cash-flow management, internal controls and financial-process improvement, supported by part-time CFO engagements where appropriate.

Why this matters

Clear budgets, reliable cash-flow visibility and structured controls help owners make informed decisions and respond more confidently to operational changes.

Scope of work

What's included

  • Budget preparation
  • Cash-flow forecasting
  • Financial performance analysis
  • Management reporting
  • Internal control review
  • Cost analysis
  • Profitability review
  • Business planning
  • Part-time CFO support
  • Financial process improvement
  • Accounting-system implementation support

Key deliverables

  • Annual budget and rolling forecast
  • Cash-flow model and review notes
  • Internal control review report
  • Management reporting pack

Who it's suitable for

  • Owner-managed companies seeking senior financial support
  • Businesses preparing for growth, restructuring or financing discussions
  • Companies improving internal controls and reporting routines
  • Entities migrating or upgrading their accounting system

Our process

How we work with you

01

Initial Consultation

We discuss your business, current position and the support you require.

02

Scope and Document Review

We agree the engagement scope, deliverables and the records or information needed.

03

Service Execution

We complete the work in line with the agreed scope, with regular updates.

04

Reporting and Ongoing Support

We deliver the agreed reports, filings or documentation and remain available for follow-up.

FAQ

Common questions

Enquire about Business Advisory & CFO Support

Tell us about your requirements — a senior advisor will respond within one business day.