Start the conversation

Three questions, then a straight answer on where I would start. Send your details at the end and I will reply with a short note on fit, usually the same day. Or skip the questions and email [email protected].

What is the finance problem right now?

Pick the one that is top of mind. The next two questions narrow it down.

I cannot see the numbers I needLate close, no board pack, a P&L that does not show margin We are profitable but cash is always tightLock-up, WIP, slow billing, no forecast you trust I am not sure we are charging enoughRates set off the competitor, margin by client unknown There is a transaction comingBuying, selling, raising, or a bank facility Our systems and finance team are creakingOutgrowing Xero, hiring the wrong roles, no AI in the workflow

What does month-end look like today?

This narrows it to the work that matters first. (If you chose “I cannot see the numbers I need”.)

Numbers land late, or not at allDay 30 or when the accountant gets to it There is no board packA Xero export, or nothing I cannot see margin by service or clientTax-shaped chart of accounts

Where is the cash going?

This narrows it to the work that matters first. (If you chose “We are profitable but cash is always tight”.)

Unbilled work and slow-paying clientsWIP and debtors No forecast I would bet onSurprises every quarter Growth is eating the cashHiring ahead of revenue

What is the pricing question?

This narrows it to the work that matters first. (If you chose “I am not sure we are charging enough”.)

Are our rates right?Built off salary and utilisation, or off a rate card Which clients actually make money?Recoverability, write-offs, scope creep Tenders and renewalsWho signs off the commercials

What kind of transaction?

This narrows it to the work that matters first. (If you chose “There is a transaction coming”.)

Buying a businessDiligence, valuation, integration Selling or bringing in an investorGetting the numbers investor-ready A bank facility or refinanceCovenants, forecasts, the bank pack

Which part is creaking?

This narrows it to the work that matters first. (If you chose “Our systems and finance team are creaking”.)

Xero and the add-onsMultiple entities, auditors, volume The teamWho to hire next, and in what order AI in the finance workflowReporting, forecasting, agents that do the job

How would you like to work?

Three engagement shapes, defined upfront.

Monthly retainerOngoing fractional CFO on a defined cadence Project or transactionDefined scope, defined exit Board advisorIndependent counsel between formal Board cycles

Your details

Send these and I will come back with a short note on fit, usually the same day.

Name

Anything else worth knowing (optional)

or email [email protected]

No sign-up, no email wall. Three questions, then a straight answer.