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Business Advisory

CFO-Level Business Advisory

Plain-English numbers that show where the money is actually made.

Most accountants produce reports. We produce decisions. Our advisory practice is built on a simple principle: if the numbers don't change behaviour, they're just decoration.

Graham's background as CFO/COO at BNP Investment Management and in investment banking at Goldman Sachs and Merrill Lynch means the advisory you receive is shaped by institutional discipline — not suburban habit. Cash flow modelling, working capital optimisation, pricing strategy, and performance benchmarking are standard, not premium add-ons.

Every engagement starts with a diagnostic: where does the business actually make money? Where does it leak? What does the owner want the business to become? From there, we build a repeatable reporting rhythm that gives you command of the numbers — monthly, not annually.

What we deliver

  • Monthly management accounts with variance analysis
  • Cash flow forecasting and working capital optimisation
  • Pricing strategy and margin analysis
  • Business health diagnostics — revenue, cost, and capacity
  • Board-ready financial reporting packs
  • KPI dashboards and performance benchmarking
  • Finance readiness assessments (for lending, sale, or investment)
  • Scenario modelling and strategic planning support

Who this is for

  • SME owners who want CFO-level insight without a CFO salary
  • Businesses preparing for a sale, capital raise, or debt facility
  • Growth-stage companies needing financial discipline to scale
  • Business owners who receive financial statements but don’t use them

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Ready to discuss business advisory?

15 minutes. No obligation. No sales funnel. Just a direct conversation with Graham.