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Senior finance insight, minus the payroll

Tidy records recount the past. We illuminate what lies ahead — spending plans, cash views, pricing arithmetic, and a monthly briefing rendering choices self-evident.

Strategy meeting studying expansion projections with a client

How the counsel functions

Your part-time finance chief joins you monthly: closing the books, measuring plan against reality, refreshing the thirteen-week liquidity view, and spotlighting the two or three calls that count most.

Between sessions, replies land within a working day — recruitment sums, quotation margins, growth timing, or funding that second site.

What’s covered

  • Yearly spending plan and quarterly refresh, drafted jointly
  • Thirteen-week liquidity view, renewed monthly
  • Single-page metrics screen: margins, runway, staffing ratios
  • Pricing and recruitment calculators whenever needed
  • Director and backer briefing set every quarter

The process

STEP 1

Benchmark

We examine present figures and settle the five indicators genuinely steering your firm.

STEP 2

Cadence

A monthly loop: close, assess, project, choose. Ninety minutes replacing weeks of guesswork.

STEP 3

Drive

Quarterly strategy reviews hold the course steady while turnover, headcount, and markets shift.