Services/CFO AdvisoryAREA 06 OF 09
CFO AND FINANCE ADVISORY

Senior finance expertise, without a full-time CFO.

Fractional CFO engagements, forecasting, modelling, KPI reporting and the controls underneath them.

For businesses that need someone senior in the numbers without carrying the cost of a full-time CFO. The work runs on the same ledger Finsync maintains, which is why the forecast and the management accounts agree.

A CFO advisory session
12
deliverables in this area
4
stages from start to steady state
1
named accountant on your file
WHAT IS INCLUDED

Twelve deliverables, from runway to board pack.

Finance-function setup and internal controls are part of this area, so the reporting has something dependable underneath it.

◆Fractional CFO engagements
◆Budgeting and forecasting
◆Cash-flow management
◆Cash runway analysis
◆Financial modelling
◆KPI dashboards
◆Profitability analysis
◆Board and investor reporting
◆Management reporting
◆Finance-function setup
◆Internal controls
◆Strategic finance support
HOW IT RUNS

Assess, build, report, advise.

A fractional engagement is continuous rather than a one-off project, so the model and the reporting stay current.

01
Assess
Review of the finance function, the reporting in place and the controls operating around it.
02
Build
Budgeting and forecasting, financial modelling, cash-flow management and runway analysis.
03
Report
KPI dashboards, management reporting, profitability analysis and board and investor reporting.
04
Advise
Strategic finance support and fractional CFO involvement in the decisions as they come up.
WITHOUT IT
—A forecast that never agrees with the accounts
—Runway estimated rather than modelled
—Board packs assembled the night before
—No senior finance voice in decisions
WITH FINSYNC
◆Forecasts built from the maintained ledger
◆Runway and cash-flow modelled and monitored
◆Board and investor reporting on a schedule
◆A qualified accountant in the room
COMMON QUESTIONS

CFO advisory, answered briefly.

Answered briefly here. A consultation covers the detail for your own structure and period.

Financial strategy under discussion

A defined, ongoing involvement rather than a project: forecasting and cash-flow management maintained, KPI dashboards and management reporting produced, board and investor reporting prepared, and senior input available for decisions as they arise.

WORKS WITH

Most files need two or three areas at once.

These are the areas this work usually runs alongside. One team covers all nine, so the work moves between them without moving between firms.

04Accounting and Financial ReportingManagement accounts and the close the reporting draws on.Open the page →07Finance Systems and ERPThe systems and automation the finance function runs on.Open the page →08International Tax and Corporate StructuringStructuring for international founders and groups.Open the page →
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