You get the forecasting, reporting and decision support a full-time CFO provides, sized to a law firm, insurance brokerage, or dental or medical practice, and billed as a monthly retainer.
Hiring an associate or a hygienist, setting fees, a new room or a second location. Each one moves the numbers, and you'd like to see how before you commit.
Usually past $1M in revenue, with staff, suppliers and a bank that ask harder questions than they used to.
Recording what happened is essential. Deciding what to do next is a separate skill, and that's the gap I fill.
A rolling 13-week cash forecast, so you see a tight month coming before it arrives.
Hiring, pricing, a new site or a big purchase, modelled before you commit.
An annual plan broken into numbers your team can actually track.
A monthly pack that tells you what happened, why, and what to do next.
Valuations to support a sale, a buy-in, a partner exit or succession planning.
Finding programs that fit, including the R&D tax incentive, and preparing the applications.
Books reconciled and closed early in the month, so the numbers are current.
Report and cash forecast refreshed with what actually happened.
We review it together and agree what to do next.
For the decisions that can't wait for the next meeting.
Every business needs a different mix, so I scope the retainer after a 30-minute call: how much advisory, how much compliance, and how complex the business is. You'll know exactly what's included and what it costs before anything starts.
A 30-minute call is a good place to start working out what the numbers need to do to get you there.
