What We Do·Seventeen workstreams · One seat

You decide how much of the finance function sits with us. Not how many hours.

We publish the scope rather than a number of hours, because hours are what a firm sells when it does not want to commit to an outcome. Which scope you are in is settled at week three, in writing, and it can move.

BOOK A CONVERSATIONSTART WHERE YOU ARE
Start where you are
01 / 05

Find the sentence that sounds like your week.

Eighteen of them. Each one shows the work it pulls on first, and the first ninety days go there.

The work itself
02 / 05

Seventeen workstreams. You will need three.

Grouped four ways. Every one of them opens onto the page that sets out what is usually wrong, what we do about it, and what you can do at the end that you could not do at the start.

ARunning the month

What closes, what gets reported, what is in the bank and what leaves it.

Reporting & The Board→Controls & The Close→Cash & Working Capital→Turnaround & Profit→Technical Accounting→
BPlanning and margin

Where the money comes from, where it goes next, and what it earns there.

Planning & Forecasting→Pricing & Margin→Capital Allocation→Tax & Incentives→
CCapital and counterparties

Everyone outside the business with a claim on it: lenders, investors, buyers.

Debt & Lenders→Equity & Investors→Transactions→
DStructure and resilience

How the group is put together, what it is worth, and what happens when something goes wrong.

Cross-Border→Value & Exit→Compensation & Team→Risk & Crisis→Governance & Stakeholders→
How much you hand over
03 / 05

The scope is the decision. Four ways it is normally drawn.

Any workstream can appear in any of the four. What changes is how much of the function sits with us and how much stays with your own people.

THE SCOPESHARE OF THE FUNCTION THAT SITS WITH US
A
Advisory
The CFO seat, on a function that already works

You have a bookkeeper or controller and the record is reliable. What is missing is the person who decides what it means.

WHERE THIS ONE FITSA reliable close, and nobody senior to interpret it
B
Core Finance
The CFO seat, plus the controller layer and the close

The record itself needs owning. We take the close, the reconciliations, the controls and the reporting calendar as well as the decisions on top of them.

WHERE THIS ONE FITSA close that slips, and numbers nobody fully trusts
C
Complete Finance Department
The whole function, staffed end to end

Everything from the transaction record to the board pack: CFO, controller, accounting and analysis, each seat named and each seat covered.

WHERE THIS ONE FITSGrowth that has outrun the finance team you can hire
D
Special Projects
One situation, run alongside whatever else you have

A raise, a transaction, a systems build, a turnaround, a technical accounting position. Run to a defined end, on its own terms.

WHERE THIS ONE FITSOne thing happening that nobody in the business has done before
Whichever it is, the fee is one fixed monthly figure and the service standard is the same. A quiet month and a brutal one cost you the same.
Your existing advisers
04 / 05

We arrive above the people already doing the work. Not across them.

In the first two weeks we meet your bookkeeper, your accountant, your auditor and your lawyers, and agree in writing who owns what — so nobody does the same work twice and nothing falls between them.

XLTHE SEAT THAT WAS EMPTYDecides what the numbers meanReporting, forecast, board and lender. The decisions on top of the record.
YOUR BOOKKEEPERBELOW USKeeps the booksSame person, same job — to a standard we set and check.
YOUR ACCOUNTANTALONGSIDE USFiles the returnsWe bring them the position at the front of the year instead of the end of it.
YOUR AUDITORINDEPENDENT OF USAudits the positionTheir independence is exactly what makes our view carry weight with your board.
Whose side we are on
05 / 05

Paid by you. By nobody else.

Our only revenue is your fee. That single fact is what makes the rest of this page worth reading, because it means the recommendation you get is the one we actually believe.

01When we recommend a lender, there is nothing in it for us.No referral fee, no commission, no success fee from any bank, vendor, broker or system provider. You are getting our real opinion on the terms in front of you, and you can check that in clause 1.5 of our engagement letter.
02Your auditor stays independent, and that works in your favor.Your auditor audits independently, and that independence is exactly what makes our view of your numbers carry weight with your board and your lender. We can tell you what we actually think.
03Your tax preparer files, and we reach them early.Strategy set at the front of the year instead of discovered at the end of it. By the time the return is prepared, the position is already understood and the filing is a formality.
04The controls around your payments are built by someone outside them.We design how money moves and who approves it, without sitting in that chain ourselves. That separation is the only thing that makes a payment control worth having.
What happens next

Nobody needs all of it at once.

Two weeks inside your accounts, systems, close, controls and cash tells us which areas are sound, which are fragile, and which three to start with. You get that in writing either way.

BOOK A CONVERSATIONSEE WHAT A MONTH LOOKS LIKE
ONE HOUR · DIRECTLY WITH A PARTNER · NOTHING TO PREPARE · UNITED STATES AND CANADA