WHAT WE DO
We bring CFO-level finance capability to your business...
We work with your internal team and external accountants to improve outcomes - whether for limited scope projects or as an ongoing part of your team.
Success often means we've helped you develop your own internal capability and we can step back.
We have an arsenal of frameworks, templates and models which can fast track delivery and benefits realisation.
Our industry expertise is broad - our ideal clients are typically private businesses generating revenues of $5m-$200m who want growth and scale.
We play several roles - from being a 1:1 advisor to your CEO/Founder, to acting as your CFO on a fractional or interim basis, to simply providing bandwidth to your CFO when the list gets too long.
We help you translate and tie your strategy to financial outcomes via a long range financial plan, then embed a best-practice budgeting and performance management cycle to keep you on track.
We are experts at modern reporting design and delivery - whether that is a single report requirement to solve a particular problem, or developing a business-wide framework for reporting and ensuring your data is up to scratch.
We deep dive into your Finance function and can identify what is required to move you forward, considering functional maturity, systems and tools, processes and Finance organisation design - we then work with you to deliver the improvements in a practical and sustainable way.
We know the importance of being 'transaction ready' for a sale or investment process - a clean consistent financial close, a bullet proof three-statement model and curated business information - we review where you might be falling short and can bring you up to par.
We play an internal leadership role during your M&A process, acting as the liaison between your internal term and external advisors to protect speed and quality - when time and confusion kills deals, you need a safe pair of hands
We prepare Vendor Due Diligence (VDD) or Quality of Earnings (QoE) reports for your business to support sale processes and the preparation of transaction materials.
We have mastered the art of the business case and can guide you through the process from initial research and investigation to preparing confident, persuasive documentation for senior stakeholders.
We design and build analytical tools, models and processes to support your day-to-day business decision making with clear insights and data.
We provide mentoring and coaching to your CFO or Finance Leader to help them realise their potential and navigate the challenges that come with scale, and can also work with the CEO/Founder to broaden their strategic finance mindset and strengthen their relationship with the Finance team.
We deliver tailored financial and data literacy training to your wider team to improve capability across the entire business, and specific technical training to your Finance team to help close skill gaps.
We join your advisory board to bring Finance depth and continuity to the table, or can help you establish, recruit and chair an advisory board if you want one.