Fractional CFO and financial management advisory
Senior finance support for planning, reporting and informed business decisions, with authority and responsibilities clearly agreed.
Who this service is for
Growing businesses and management teams needing defined financial leadership and analysis.
Scope of professional services
- Fractional CFO & Finance Director support
- Budgeting, forecasting and financial planning
- Cash flow and working capital management
- Performance analysis, management reporting and process improvement
Scope and availability depend on professional eligibility, client acceptance, applicable standards, independence requirements and engagement-specific circumstances. Some combinations of advisory and external audit services for the same client are prohibited. No regulatory approval, tax saving, audit opinion or other outcome is guaranteed.
Typical engagement deliverables
- Agreed budgets, forecasts or cash flow reports
- Management reporting and financial analysis
- Decision support and improvement recommendations
Documents to prepare
- Current financial reports and business plans
- Cash flow, borrowing and working capital information
- Operating assumptions and management reporting needs
Please do not upload confidential records, identification documents or passwords through the initial inquiry. A suitable channel can be arranged after discussion.
From inquiry to engagement
Initial inquiry
Identify the required service, business type, location, and preferred communication method through our booking form.
Preliminary professional assessment
We evaluate your requirements, preliminary scope, professional suitability, conflicts of interest, and applicable independence considerations.
Engagement proposal and acceptance
Where suitable, we prepare a proposal outlining fees, scope, deliverables, responsibilities, and the expected timetable.
An inquiry or booking is a request for discussion. A professional engagement begins only after acceptance procedures and formal agreement.
Factors affecting professional fees
Time commitment, reporting cadence, business complexity, data readiness and agreed deliverables.
How our professional fees are determined
Our professional fees are determined based on the nature, scope, complexity, professional responsibility, and expected resources required for each engagement.
Recurring accounting and tax compliance arrangements may be offered through agreed monthly retainers, while audit, assurance, and specialized advisory services are generally subject to engagement-specific assessment and quotation.
Statutory filing fees, government charges, and other agreed out-of-pocket expenses are separately identified where applicable.
A formal engagement proposal will outline the relevant scope, deliverables, responsibilities, and professional fees before acceptance.
Frequently asked questions
Must I engage a full-time finance director?
No. Support may be agreed for a defined project or recurring arrangement.
Can the external auditor act as our CFO?
Management responsibilities and independence restrictions must be evaluated. Certain roles and service combinations are prohibited.