From clarity to long-term financial leadership.
Our Services
Service categories:
Confident
Foundations
A short-term diagnostic
engagement to clean up,
clarify, and plan.
CFO
Retainer
Ongoing support designed
to act as your finance
function leader.
Strategic
Projects
One-off high-impact
services aligned
to your goals.
Confident Foundations
A common entry point to fractional CFO services — A much needed financial reset. Perfect for when things feel
messy, unclear, or misaligned.
We clean up the chaos, translate your numbers into meaningful insights, and build a plan aligned to your goals
so you can make smart moves with full confidence.
Book a confidential, no-obligation
discovery call.
Most clients invest $5,000 - $12,000 depending on business size and complexity.
CFO Retainer
Your own
CFO
On a Fractional or Interim basis.
Ongoing clarity, expert oversight,
and strategic direction.
Here’s how that shows up in your business:
Structure, support, and a serious
edge to achieve your goals, faster.
-
Big-picture thinking, tailored to your business goals.
Business strategy, goal setting & action plan.
Investor readiness, funding structure & exit pathways
Pricing strategy & commercial support
-
Planning & systems that help you grow —profitably.
Budgeting, forecasting & cashflow planning
Scenario modelling & decision support
Margin optimisation & profitability analysis
-
Keeping your financial systems sharp, accurate, and running smoothly.
Meaningful reporting & monthly financial analysis
Finance system and process oversight
Governance, compliance & board reporting
-
Help when things get real—or really exciting.
Capital raises, acquisitions, exits
Business model changes or pivots
High-stakes decisions, tough seasons, or urgent challenges
Book a confidential, no-obligation
discovery call.
Fractional CFO Clients typically invest $3,000 - $12,000 per month depending on business size,
scope and cadence. Each engagement is thoughtfully tailored.
Strategic Projects
Not every business needs a full-time CFO, but every business has moments
where strategic financial support makes all the difference.
We also deliver Interim CFO services for businesses undergoing leadership transitions, rapid growth, or complex financial change.
Projects where we step in
and create value fast:
For when things go sideways
—and you need senior financial help, now.
We step in fast to solve financial fires, support leadership during crises, or bridge the gap during unexpected CFO leave or financial disruption.
Urgent Problems
Uncover hidden profit, find cost efficiencies, and identify new revenue opportunities.
We run quick but high-impact sprints that improve margins, simplify systems, and ensure you’re making the most of what you already have.
Profit Sprints
Build the financial foundation to scale
—without burning out or running out of cash.
We help you plan and fund growth, stay in control, and remove founder bottlenecks before they slow you down.
Growth
From finding the right target to post-deal integration—get the deal right.
We support you through due diligence, structure the deal, and ensure your financial systems are ready for scale after acquisition.
Acquisitions
Pitch with clarity. Structure with smarts.
Raise with confidence.
We help you prepare sharp pitch decks and information memorandums, backed by CFO-level financial modelling and smart capital structuring.
Capital Raising
Whether you’re selling soon or in 5 years
—now is the time to get ready.
We help you design a smooth, profitable exit—from improving valuation and systemising operations to advising on sale terms and post-exit strategy.
Exits
For more detail on the types of project work we offer:
Book a confidential, no-obligation
discovery call.
High impact, finite engagements delivering measurable outcomes tied to your goals. Clients typically invest $15,000 - $50,000.