Services

Every engagement is different, but the work falls into three modes. Most clients need some combination of all three.

Build

For organisations that need a finance function created from the ground up

You're growing, but finance hasn't kept pace. There's no proper infrastructure, no reliable reporting, and no one who owns it. I build it properly, scalably, and with your next phase of growth in mind.

What this includes

  • Finance function setup across single or multiple entities
  • Finance policies, processes, and controls
  • Chart of accounts and accounting framework
  • ERP and systems selection and implementation (NetSuite, Oracle, Sun)
  • Group-wide reporting framework design
  • Management accounts and board reporting packs
  • Budgeting and forecasting process build
  • Treasury and cash flow management setup
  • KPI definition with senior leadership
  • Finance team structure, hiring, and onboarding
  • Government grants and subsidies identification

Fix

For organisations that have outgrown what they have

The infrastructure exists but it's creaking. Month-end takes too long, reporting isn't reliable, and the team is stretched. I come in and restructure: closing the gaps, fixing the foundations, and making it fit for where you're going.

What this includes

  • Finance function audit and gap analysis
  • Month-end close process redesign (reduction in close timeline)
  • Financial reporting improvement and standardisation
  • Budgeting and forecasting process overhaul
  • Cash flow and working capital optimisation
  • Systems review and optimisation or migration
  • Audit preparation and management
  • Transfer pricing and regulatory compliance review
  • Tax structuring and compliance (corporate tax, GST, VAT)
  • External service provider renegotiation and cost reduction
  • Multi-entity and multi-jurisdiction consolidation
  • AI-powered reporting automation (NetSuite and Claude API integration)

Lead

For organisations that need a senior finance voice at the table

You have a finance function but no one at CFO level to own it. I step in as fractional CFO, attending leadership and board meetings, owning strategic financial decisions, and providing the senior oversight the business needs to operate with confidence.

What this includes

  • Fractional CFO leadership
  • Board and investor reporting and presentation
  • FP&A leadership and strategic planning
  • Fundraising support: DDQ, KYC, investor due diligence
  • Executive and board-level financial advisory
  • Finance team leadership, performance management, and development
  • Strategic cost management and profitability improvement
  • Working capital strategy
  • M&A and transaction support
  • Cross-functional business partnering with leadership team
  • Representation in audit, legal, and regulatory processes

Not sure which applies to you?

Most engagements start with a conversation. Book a 30-minute call and we'll work it out together.