CFO Advisory

Financial clarity isn’t optional; it’s the difference between leading with confidence and constantly putting out fires.

Our Virtual CFO service gives you the structure, insight, and direction to make smart decisions with speed. We translate your financial data into a language you can act on, aligning it with your strategic priorities so you’re not guessing, you’re leading.

We work closely with founders and leadership teams to strengthen decision-making, guide operational priorities, and ensure the business remains financially sound, scalable, and sustainable.

This is often the first step to creating long-term value, bringing structure, clarity, and focus to the way you lead, plan, and grow.

Clarity, control, and confident decision-making start with the right strategy.

Whether you're scaling, stuck, or ready to shift gears, this service is designed to align your vision with your numbers, strengthen your leadership direction, and create momentum where it matters most.

We take a step back from the day-to-day to look at the bigger picture. That means reviewing performance, identifying what’s holding you back, and mapping out a clear and focused plan for growth, backed by financial insight and practical action.

This is about structure, strategy, and sharp decision-making, all grounded in your goals, not guesswork.

What we may cover:

• Reviewing current performance and financial structure

• Clarifying short and long-term goals

• Aligning operational, financial, and team direction

• Developing a focused 90-day action plan

• Identifying key risks, challenges, and opportunities

• Supporting planning with financial insight

• Strengthening leadership structure and accountability

You don’t need to overhaul everything. Sometimes, you just need space to think, structure to act, and support to move forward with purpose.

Our Payroll Strategy service helps you review and restructure your payroll setup to reduce risk, tighten costs, and give you the visibility you need to make confident decisions. This isn’t about ticking boxes, it’s about turning payroll into a strategic asset.

Scenarios we may review include:

• Payroll Process Optimisation
  

• Award Compliance and Risk
  

• Software and System Selection
  

• Insights That Matter
  

• Improving Employee Experience
  

Your monthly Management Report will provide a snapshot of your results, ensuring you understand your financial position and have accurate and up-to-date information on which to base your decisions. This service is essential if you want to regularly monitor the key drivers in your business and financial results to ensure you’re on track to achieve your goals!

We’ll start with an initial meeting to determine which drivers to measure and ensure you understand how to interpret your reports. Each month, we’ll send your report and follow up with a 15-minute momentum call to discuss your results, identify areas for improvement, and set actions to ensure you’re on track to achieve your goals.

Helping you look ahead with confidence is core to what we do. Cash flow is where the real business story lives, and without it, everything stalls.

Our Cash Flow and Forecasting service is built to solve the real problems, not just the symptoms. We don’t just patch up cash flow issues; we tackle the root causes.

We’ll dig into what’s holding your cash back, set clear annual targets, map a 90-day improvement plan, and hold you accountable every step of the way.

Poor cash flow is never the root cause; it’s a symptom of deeper management issues. We fix those.