Services

I provide two complementary services aligned to growth-stage companies: Fractional CFO and Fractional COO engagements

Fractional CFO

Financial leadership to strengthen decision-making, improve profitability and support sustainable growth

Fractional COO

Operational leadership to embed structure, discipline and scalable systems

Fractional CFO & COO Framework

1. Diagnose

Goal: Quickly assess the current state of the business, uncover gaps, and identify opportunities

  • Financial Health: Review cash flow, P&L, balance sheet; assess forecasting accuracy; identify key cost drivers and margin risks
  • Operations & Processes: Map core workflows; identify bottlenecks, redundancies, and inefficiencies
  • KPIs & Reporting: Evaluate current metrics; assess reporting quality and timeliness; identify critical business drivers

2. Stabilise

Goal: Create clarity and control to ensure the business can operate predictably

  • Cash & Financial Clarity: Establish cash flow visibility and short-term forecasts; implement budgeting and variance analysis
  • Operational Controls: Standardize essential processes; clarify roles, responsibilities, and accountability
  • Leadership Rhythm: Set up management meetings and reporting cadence; ensure key decisions are tracked and measured

3. Systemise

Goal: Build scalable, repeatable systems and workflows that support growth and efficiency

  • Processes & Workflows: Automate repetitive tasks; build scalable operations infrastructure
  • Data & Reporting: Implement dashboards for real-time insights; standardize KPIs across departments
  • Accountability & Culture: Embed performance metrics into day-to-day operations; introduce scorecards or OKRs

4. Scale

Goal: Move from reactive management to strategic growth execution

  • Financial Strategy: Support fundraising, M&A, or investment readiness; model scenarios for growth and capital allocation
  • Operational Expansion: Plan for new teams, markets, or products; implement scalable governance and decision-making structures
  • Leadership Enablement: Train and coach internal leadership for autonomy; establish long-term strategy review cadence

Engagement Models

Choose the model that fits your stage and needs

Indicative Pricing

Sample ranges to set expectations. Final scope determined after assessment.

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