Services

Four pillars. One integrated partner.

Engagements are tailored to the level of support and implementation required. Most clients begin with a confidential discussion to identify the highest-value areas to improve.

Fractional CFO Support
01

Fractional CFO Support

Commercial finance leadership without the full-time hire.

  • Cash flow forecasting
  • Management reporting
  • Budgeting
  • Scenario modelling
  • Pricing and margin analysis
  • KPI reporting
  • Owner / board reporting
  • Commercial decision support
Finance Systems & Reporting
02

Finance Systems & Reporting

Clean numbers, faster — without rebuilding the world.

  • Management dashboards
  • Automated reports
  • Spreadsheet rebuilds
  • Reporting packs
  • Power Query / SQL / data workflows
  • Finance process improvement
Business Automation
03

Business Automation

Connected systems and less repetitive admin.

  • Workflow automation
  • System integrations
  • AI-assisted admin reduction
  • CRM and sales pipeline visibility
  • Repetitive process automation
  • Documentation and handover
Commercial Operations Support
04

Commercial Operations Support

An operating rhythm the business can run on.

  • Operating rhythm
  • Pipeline discipline
  • Margin visibility
  • Process improvement
  • Operational KPIs
  • Practical accountability
  • Implementation support
Engagement models

How we work together.

Retained partnership and focused implementation — not hourly contracting.

01

Retained Partner

Ongoing embedded finance and systems partnership with a clear monthly operating rhythm.

02

Systems & Automation Sprint

Focused engagement to connect systems, automate manual work and tidy the operating stack.

03

Finance Reporting Rebuild

Rebuild management reporting, dashboards and the monthly pack from the ground up.

04

Interim Commercial Finance Support

Senior commercial finance cover for transitions, growth phases or capacity gaps.

05

Business Performance Review

A structured review of numbers, systems and operating rhythm with a practical action plan.

Not sure which fit makes sense?