Outsourced CFO
We run the finance function of owner led companies every month, led by Tom Whitcombe, for one fixed monthly fee.
2.4
Month end close cut from 19 working days to five for a distribution company, 2025
Read the case
2016
Clients on retainer, 2025
22
Monthly
Who it is for
In their own words.
1
“We are too big for a bookkeeper and not ready for a full time CFO.”
Companies with £5m to £50m of revenue.
“We need numbers a buyer or a lender will believe.”
Owners two to three years from a transaction.
“Our finance director has left, and the board meets next month.”
Interim cover while you hire.
The problem it solves
Numbers the board trusts.
2
Decisions on solid ground
A board that cannot trust its numbers decides slowly, or decides wrong. We close the month on time, forecast cash thirteen weeks out, and put five numbers on the first page.
Late accounts
Cash surprises
A board pack nobody reads
What is included, and how long
Every month, on the same working days.
3
- Month end close, working day 1 to 3
- Management accounts, working day 4 to 5
- Rolling cash forecast, working day 6
- Board pack, working day 7 to 8
- Board meeting, working day 9 to 10
The same working days each month, agreed in the engagement letter.
How fees are set
Agreed in writing, before any work starts.
5
Fixed monthly fee
A fixed monthly fee for an agreed number of days. Extra days are agreed in writing before they are worked.
Days
Agreed monthly
Fee
Fixed per month
Notice
One month
What owners ask us about this work.
Next step
Speak to the partner who leads this work.
We reply within one working day, Monday to Friday.
7
21 Carver Lane
London EC2V 6DN
Level 9, Gate Village 3
Dubai, UAE