Retained CFO & Finance Director services
Executive financial leadership that grows with your business.
More than an outsourced CFO
At some point, every ambitious business reaches the stage where financial management alone is no longer enough. They need financial leadership.
Our retained CFO and Finance Director service provides experienced executive financial leadership without the commitment of employing a full-time executive – giving you a finance leader who understands both the detail of the business and the bigger commercial picture.
We don't simply review reports or attend board meetings. We work alongside owners, CEOs and senior management to understand how the business operates, challenge assumptions, improve performance and support better decision making.
What does a retained CFO actually do?
Strategic financial leadership
Helping leadership teams make informed commercial decisions supported by robust financial insight.
Board support
Preparing board reporting, attending meetings and providing objective financial challenge.
Cash flow management
Improving visibility, strengthening working capital and ensuring the business has the financial resources to support growth.
Commercial performance
Understanding profitability, analysing margins, reviewing pricing and supporting commercial decision making.
Financial planning
Developing budgets, forecasts and long-term financial plans aligned to business objectives.
Funding & investment
Preparing businesses for funding conversations, supporting lender relationships and developing financial models.
Finance team leadership
Mentoring internal finance teams, improving capability and strengthening reporting standards.
Financial controls
Developing governance, processes and reporting that support sustainable growth.
When do businesses typically need a CFO?
The need is usually driven by complexity rather than size. You may benefit from retained CFO support if:
Growth is accelerating
Funding is required
Reporting no longer provides sufficient commercial insight
Cash flow has become increasingly complex
The leadership team needs stronger financial challenge
Your finance team needs experienced leadership
The business is preparing for significant change
Financial performance needs improving
Ready for experienced financial leadership?
Whether you're appointing your first CFO, strengthening your existing finance leadership or preparing for the next stage of growth, we'd welcome the opportunity to start a conversation.