CFO Support

Finance function support that scales with your business, without scaling your headcount.

What We Do

CFO Support

We provide on-demand CFO and finance function support to growth-stage companies, family businesses, and mid-market firms that need analytical depth without the cost of a full in-house finance team.

Our analysts work within your systems and reporting cadences, delivering outputs your board and investors can rely on. Where client compliance permits, optional AI-assisted data consolidation and KPI tracking is available to accelerate close cycles.

Services

Services Covered

Structured reporting packs for board and investor audiences covering P&L, balance sheet, cash flow, and key operational metrics, formatted to your standards and delivered on your close cycle.

Line-by-line variance analysis across revenue, cost, and margin with written commentary explaining drivers, one-off items, and implications for the full-year outlook.

Detailed cash flow modeling covering operating, investing, and financing activities, with forward liquidity projections and early-warning visibility on covenant and working capital pressure points.

Custom KPI frameworks built around your business model, translated into structured dashboards updated on your reporting cadence for management, board, and investor use.

Board decks, investor updates, and lender reporting packages built to your house style, covering financial performance, strategic context, and forward outlook ready for external distribution.

AI Capability — Available via Intelligence Layer

KPI Tracking & Data Consolidation (Optional AI Layer)

Where client compliance permits, automated aggregation of financial data across reporting systems can support faster close cycles and real-time management visibility, reducing manual data-pulling effort.