A smaller first step
A focused Finance Review
Reliable books, but a financial decision needs a clearer view? Start with a paid review of one agreed issue before considering ongoing CFO support.
A defined question and a useful output
Choose one issue, such as cash visibility, margin performance or the usefulness of your monthly reporting. The scope covers one entity and one reporting period using records you provide.
- A review of the agreed records and assumptions.
- A concise findings note with prioritised recommendations and limitations.
- A review call to discuss the decision and next steps.
Fixed fee, agreed before work starts
The fee and delivery date are quoted after a fit call and a check of your records. The review is a standalone paid project with no ongoing retainer commitment. Fees, payment milestones and any additional work are agreed in writing.
It excludes bookkeeping cleanup, system implementation, full model buildout, tax, statutory audit and compliance work. It does not provide audit assurance. If the records require repair or your reporting infrastructure needs building, the first-30-day Foundation is the appropriate starting point.
What happens next?
Use the findings with your accountant, commission a separately scoped Foundation, or discuss ongoing CFO support. Each is a separate decision. Existing Core, CFO + Automation and Full Partnership options remain available.