Services

I work with growth-stage SME owners who need CFO-level financial leadership without the full-time cost, and PE-backed businesses that need financial infrastructure built properly post-acquisition. All engagements are scoped and priced upfront.

Fractional CFO Retainer — from $3,500/month

For business owners who have outgrown their bookkeeper but cannot justify a full-time CFO. Monthly board pack, cash flow forecasting, management reporting, variance commentary, budget vs actuals, one strategy call per month, and ad hoc access. Month-to-month with 30 days notice to exit.

Financial Modelling — from $5,000 fixed fee

Purpose-built financial models for decision-making, capital raising, and investor reporting. Every engagement is scoped to a specific deliverable and priced as a fixed fee. Services include: 3-way integrated forecasting (P&L, balance sheet, cash flow), scenario and sensitivity analysis, acquisition and investment modelling, LP-ready forecast preparation, board-ready financial models for capital raising, and budgeting and reforecast models. Engagements typically take two to four weeks depending on complexity.

Financial Process Redesign

Before touching any system, I map what is broken. Chart of accounts, close calendar, approval workflows, management reporting structure, all redesigned around the output your investors or stakeholders need to see.

Odoo ERP Implementation

A tight, purposeful Odoo implementation scoped to your requirements: clean P&L, real-time cash visibility, budget vs actuals, and reporting that holds up under scrutiny. Delivered with parallel running so there is no moment of blind financial reporting during transition.

PE-Backed Engagement Options

Option A — Implementation only: $75,000 fixed price
Option B — Implementation + 6-month fractional CFO: $110,000 fixed price
Option C — Full transformation + 12-month advisory: $160,000 fixed price