CFO Advisory Services

The CFO Docking station provides CFO-level financial leadership on a flexible, part-time, or on-demand basis. Our services are designed to support informed decision-making, sustainable growth, and financial discipline, without the cost of a full-time CFO.

Financial Strategy & Planning

We support leadership teams with forward-looking financial planning that aligns strategy with financial reality.
Services include:

  • Budgets and forecasts
  • Scenario modelling
  • Competitor analysis

Cash Flow Management

Maintaining control over cash is critical at every stage of growth.
We help businesses understand, manage, and optimise cash flow.
Services include:

  • Burn rate and runway tracking
  • Working capital optimisation
  • Payment terms and cash collection strategies

Management Reporting

Clear reporting enables better decisions. We design and oversee reporting that provides insight, not noise.
Services include:

  • Monthly reporting packs
  • Key performance indicators (KPIs)
  • Variance analysis

Fundraising & Investor Support

We support businesses through fundraising and investor processes, ensuring financial information is clear, credible, and decision-ready.
Services include:

  • Pitch deck financials
  • Data room preparation

Financial Decision Support

We provide structured financial insight to support complex and high-impact business decisions.
Services include:

  • Pricing decisions
  • Unit economics analysis
  • Market and geographic expansion plans
  • Make / buy decisions
  • Hiring planning
  • Dividend decisions

Controls & Finance Operations Oversight

Strong controls and efficient finance operations provide the foundation for scale and governance.
Services include:

  • Financial controls assessment
  • Process improvement
  • Delegation of Authority (DOAs)
  • Basic governance frameworks

Finance Automation

We help businesses work smarter by improving financial processes through automation and fit-for-purpose tools.
Services include:

  • Selecting and implementing finance tools
  • Automating reporting and workflows

How We Work

Our services are delivered with a calm, boardroom-ready approach, combining experience, data, and practical judgment. Engagements are flexible and tailored — whether you need ongoing CFO support or targeted input around a specific challenge.

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