Every engagement is structured around what you actually need — not a fixed package. Here's how it typically unfolds.
We talk about what's happening in your business — what's working, what isn't, what you're uncertain about. I'll ask questions and give you immediate, honest feedback.
A structured review of your finance function — systems, reporting, controls, cash flow processes. You receive a written report with specific findings and a prioritized action plan. This is a standalone deliverable you keep regardless of what comes next.
If ongoing support makes sense after the diagnostic, I'll put together a clear scope — specific deliverables, a timeline, and a monthly fee. No fixed packages. Scoped to what you actually need.
Monthly outputs — close processes, financial models, reporting packages, cash flow forecasts, board presentations. You know exactly what you're getting each month. Cancel anytime.
Most growing companies don't have a finance problem — they have a visibility problem. The books close late, the numbers don't tell the full story, and decisions get made on gut feel.
That's why I start with a diagnostic. "Walking into your business and billing you by the hour before I understand your situation wouldn't be fair to you."
Not a sales tool. A real piece of work — a written report you keep, whether we continue together or not.
A written report covering your finance systems, reporting gaps, and risk areas — with a clear, prioritized action plan. You keep it regardless of what comes next.
Get Started →Ongoing CFO or Controller services with defined monthly outputs — budgets, reports, close processes, cash flow forecasts. Scoped to what your business actually needs.
Discuss Options →Every piece of work produces a concrete output. Not advice — something you can use, act on, or hand to your team.
Finance Diagnostic Report — Written findings, risk map, and prioritized action plan. Yours to keep.
Monthly reporting package — IFRS-compliant statements, variance analysis, and KPI dashboard tailored to your business.
Cash flow forecast — Rolling 13-week model with scenario analysis. Updated weekly.
Annual budget and forecast — Full-year model with quarterly reforecast built into the engagement.
Close process documentation — Workpaper templates, reconciliation formats, and ownership maps.
Board and investor reporting — Presentation-ready financial packages that communicate clearly.
Not sure if this applies to your situation?
Start here — it tends to describe what's happening inside most growing businesses.
If you'd like to explore whether this applies to your situation, we can have a short conversation.
Schedule Free Assessment