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CFO Advisory 

Board-level financial expertise and complete finance function management - without the six-figure salary
 
One dedicated manager • Full finance team • Strategic leadership

Our Partners

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Get expert Advice

Our CFO Advisory service gives you access to board-level financial expertise without the expense of hiring a full-time Chief Financial Officer. We act as your strategic finance partner, helping you navigate complex decisions, strengthen financial leadership, and position your business for long-term success.

We don't just advise - we manage your entire finance function. Payroll, VAT, bookkeeping, and accounts are automatically rolled into your CFO package, with one dedicated account manager overseeing everything to ensure consistency and accuracy across your business.

 

Comprehensive CFO Advisory: Finance Management, Forecasting, and Investor Support

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Bespoke Advisory Package

Tailored financial strategy designed around your business goals and growth stage.

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Complete Finance Management

Oversight of payroll, VAT, bookkeeping, and annual accounts - ensuring every area of finance works together.

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Cash Flow, Forecasting & Budgeting

Advanced financial modelling, scenario planning, and forecasting to guide decisions and protect cash flow.

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Investor Readiness & M&A Support

Preparation of investor packs, valuations, and due diligence support for funding, mergers, or restructuring.

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Strategic Review Meetings

Monthly or quarterly sessions with your leadership team to review performance, forecasts, and strategy.

Client Advantages

High-Level Financial Insight

Turn complex data into clear, actionable decisions that drive growth.

Credible & Investor-Ready Financials

Build confidence with investors, lenders, and stakeholders through accurate, strategic reporting.

Proactive Risk Management

Identify and mitigate financial risks early - before they impact performance or cash flow.

Strategic Growth Partnership

Gain an ongoing advisory relationship focused on long-term value, not just compliance.

What our customers are saying

Frequently Asked Questions

What are you looking for?
  • Business Consulting diagnoses challenges and offers strategic advice. CFO Advisory combines that high-level strategy with management of your entire finance function, payroll, VAT, bookkeeping, and more.

     

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    Yes, your accountant ensures compliance. CFO Advisory ensures leadership. It integrates all your finance functions and provides board-level insight for growth.

  • No, growing SMEs often need CFO-level support long before they can justify hiring a CFO full-time. This package provides that support at a fraction of the cost.
  • We can join monthly or quarterly board meetings, with flexibility for one-to-one leadership sessions as needed.
  • No. Under CFO Advisory, we handle it all. You’ll have a dedicated account manager coordinating every element, ensuring nothing is missed and everything works together seamlessly.

Ready for board-level financial leadership?

Get the strategic expertise of a Chief Financial Officer plus a complete finance team - without the six-figure salary. Our CFO Advisory service gives you senior financial leadership, operational support, and the insights you need to scale with confidence. Book your consultation today to discuss your strategic goals.

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