Fractional & Interim CFO services.
Clarity | Strategy | Results
With 20 years experience in Big 4 advisory and dynamic CFO roles,
we give you the clarity and strategic direction to unlock growth —
without the cost or complexity of building a finance team.
Too complex to wing it.
Too lean to hire a full-time CFO.
We also deliver Interim CFO services for businesses undergoing leadership transitions, rapid growth, or complex financial change.
A CFO advisory designed for business owners who need a seasoned CFO’s skills
— just not 5 days a week.
What we do
We help you:
Understand what’s really driving
or draining your cash
Make high-stakes decisions
with confidence
Set up systems and reporting
that give you control
Plan and prepare for funding,
exits, or major transitions
Who we work with
Founders & CEO’s
In growing businesses
($500K - $20M)
Entrepreneurs & Investors
Navigating
personal wealth
(e.g. post-exit)
Emerging
HNW
Who want financial
clarity, without a
full family office
Not sure if it’s the right fit?
If you’re scaling fast or navigating complexity
— we should talk.
Why a Fractional CFO?
Hiring a full-time CFO is expensive. Doing it all yourself is exhausting.
A fractional CFO gives you:
Strategic expertise
at a fraction of the cost
An outside eye
with no internal bias
Systems and clarity
— not just spreadsheets
High-impact support through
growth, investment, or exit
-
Problem:
A fast-growing digital agency hit $3M in revenue—but the founders were still drawing minimal salaries and had no idea where the profit was going.What we did:
I stepped in as their fractional CFO to build clear monthly reporting, dissect cash flow drivers, and rework their pricing model. Within weeks, we identified margin leaks—and within 3 months, restructured service lines and team roles to fix them.Outcome:
Profit margins rose from 8% to 22% in six months. The founders now take home strong salaries, plan for tax with zero stress, and know their numbers inside out.
"It finally feels like we’re running a business—not just surviving one." -
Problem:
A $2.5M professional services firm needed capital to seize a major growth opportunity—but their numbers weren’t compelling, and investor interest was lukewarm.What we did:
We rebuilt their forecast to clearly demonstrate profitability and investor returns. I helped structure the deal, polish the pitch deck, and created an investor-friendly Information Memorandum. The offer was designed to meet investor expectations while preserving as much founder control as possible.Outcome:
Within four months, they secured up to $750K in a mix of debt and equity—smartly structured to maximise flexibility and minimise dilution.
"You helped us position this so clearly—we couldn’t have done this without your lens on the numbers." -
Problem:
A $4M wellness brand had a capable bookkeeper and a trusted accountant they saw once or twice a year—but no one offering ongoing financial insight. The founder was still flying blind and making big decisions with little clarity.What we did:
As their fractional CFO, I didn’t replace their team—I layered in strategy. I brought monthly financial oversight, built a forward-looking forecast, added board-style dashboards, and became a sounding board for major decisions.Outcome:
The founder now makes confident calls backed by numbers. The business has rhythm, visibility, and direction.
"The value more than covers the cost. Having a fractional CFO is the smartest move I’ve made for growth."