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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