Fractional CFO · Business Automation · New Zealand

Build a business that can run
with less of you in it

Fractional CFO and operational automation for owner-led businesses that want clearer numbers, stronger systems, and more options — whether you want to grow, step back, or prepare for sale.

Practical. Commercial. Hands-on.

Led by a Chartered Accountant and former investment banking finance leader with hands-on experience growing, systemising, and selling owner-led businesses.

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Built for businesses that have outgrown spreadsheets, gut feel and founder-dependent systems.

Helping owner-led businesses increase business value through financial discipline and process automation, creating optionality for succession, sale, transition or growth.

Whatever your goal, the work starts with trusted numbers, better systems, and less day to day reliance on you.

  • 01
    Reporting takes too long
  • 02
    Owners do not trust the numbers quickly enough
  • 03
    Too much work lives in spreadsheets, inboxes and people's heads
  • 04
    Systems do not talk to each other
  • 05
    Cash flow is hard to forecast
  • 06
    Margins are unclear
  • 07
    Teams waste time on repetitive admin
  • 08
    The owner needs CFO-level thinking without a full-time hire
  • 09
    The business needs to become easier to manage, scale, transition, sell or step back from

What we are. And what we are not.

What we are
  • Embedded commercial finance support
  • Business automation and systems improvement
  • Practical reporting, forecasting and decision support
  • Hands-on implementation partner
  • Commercial operator for growing businesses
What we are not
  • Tax accountants
  • Bookkeepers
  • Report-writing consultants
  • AI hype merchants
  • One-off strategy decks with no implementation

Where finance meets automation.

Automation here is not technology for technology's sake. It exists to make the finance function faster, the operating rhythm cleaner and the decisions sharper.

See the four pillars
  • Reduce manual admin
  • Improve reporting speed
  • Connect fragmented systems
  • Create better dashboards
  • Improve workflow visibility
  • Support faster decisions
  • Remove repetitive spreadsheet work
  • Create cleaner operating rhythms
Before · After

From spreadsheet chaos to a clean operating rhythm.

Reporting workflow
Before
  • ×Multiple spreadsheets
  • ×Manual consolidation
  • ×Stale numbers
After
  • Connected data
  • Live dashboard
  • Monthly decision rhythm
Monthly close
Before
  • ×Manual reporting pack
  • ×Days of admin
  • ×Last-month visibility
After
  • Automated pack
  • Hours, not days
  • Forward-looking commentary
Pipeline & cash
Before
  • ×Messy pipeline
  • ×Ad-hoc forecasts
  • ×Surprise cash gaps
After
  • CRM visibility
  • Rolling forecast
  • Cash runway by week
Cash runway
14.2 wks
+1.8
Gross margin
38.4%
+1.2pt
Pipeline coverage
2.3×
stable
Admin hrs / wk
6.5
−42%
First 90 days

The first 90 days are about clarity, control and quick wins.

  1. 01

    Diagnose

    Understand the numbers, systems, processes, pain points and decision cadence.

  2. 02

    Build

    Improve reporting, forecasting, dashboards and core workflows.

  3. 03

    Embed

    Automate repeatable work, lift the operating rhythm and support better decisions.

Next step

Ready for clearer numbers and less manual work?

A short confidential call to understand your business and identify the highest-value areas to improve. No pitch deck. No hard sell.