01
Monthly Management Accounts
Board-ready P&L, balance sheet and cash-flow with variance analysis against budget and prior year.
Outsourced CFO
Strategic finance leadership without the six-figure salary.
Service Overview
Outsourced CFO Services
When your business is too big for spreadsheets but too small for a full-time CFO, we step in. Our outsourced CFO service gives you the strategic finance support you need to grow — at a fraction of the cost of a permanent hire — and we're already deeply embedded as your accountants.
Specialism
Outsourced CFO
What's Included
A complete, joined-up service
Everything you need from your outsourced cfo provider — under one roof, on one fixed fee.
02
13-Week Cash Flow
Rolling 13-week cash-flow forecast updated weekly so you always see runway clearly.
03
Budgeting & Forecasting
Annual budgets, three-year P&L forecasts and scenario modelling for strategic decisions.
04
KPI Dashboards
Real-time dashboards in Xero Analytics, Fathom or Float showing the metrics that actually drive your business.
05
Funding & Investor Support
Investor-ready financial models, due diligence support, SEIS/EIS and grant applications.
06
Board & Investor Reporting
Monthly or quarterly board packs, attendance at board meetings, and bespoke investor updates.
How It Works
Our four-step process
Simple, transparent and built around your timeline — not ours.
01
Strategic Review
Initial deep-dive into your numbers, strategy and pain points to identify quick wins and longer-term priorities.
02
Reporting Framework
Set up the management accounts, KPIs and dashboards that will form the spine of your finance function.
03
Monthly Cycle
Monthly close, management accounts, board pack and a 1-hour CFO session with you and your leadership team.
04
Strategic Projects
Funding rounds, M&A, new market entry — we lead the financial workstream so you can focus on running the business.
Who It's For
Is this right for you?
Our outsourced cfoservice is purpose-built for the situations below. If your circumstances aren't listed, get in touch — we've almost certainly seen it before.
- Scale-ups (£500k–£10m revenue)
- VC- or angel-backed start-ups
- Pre-funding founders
- Owner-managed businesses planning exit
- Multi-entity groups
Speak to a Specialist
Get a fixed-fee quote for your outsourced cfo requirements.
No commitment, no hard sell — just clear advice from a qualified UK accountant.
Common Questions
Outsourced CFO FAQs
A regular accountant focuses on compliance — tax returns, year-end accounts, payroll. A CFO is forward-looking — strategy, funding, profitability, decision support. We bring both under one engagement so the compliance work feeds the strategic work seamlessly.
Our standard outsourced CFO retainer is the equivalent of 1–2 days per month. For larger businesses or specific projects (fundraising, exit prep) we scale up to a few days per week as needed.
The classic triggers are: revenue passing £500k, planning a fundraise, planning an exit in 2–3 years, expanding internationally, or simply when the founder is spending more than half a day a week on finance.
Explore More
Other services you might need
01
Taxation
Personal and corporate tax planning, self-assessment returns, capital gains, R&D credits and HMRC enquiry support — all year round, not just in January.
02
Company Accounts
Statutory year-end accounts prepared in line with FRS 102/105 and filed with Companies House and HMRC — accurate, on time, every time.
03
Bookkeeping
Cloud bookkeeping with Xero, QuickBooks or FreeAgent. Real-time visibility, bank-feed reconciliations and monthly management reports.
04
Payroll
Weekly, fortnightly or monthly RTI payroll. Pension auto-enrolment, P60s, P11Ds, CIS deductions and full HMRC liaison.
Get Started Today
Ready to sort your outsourced cfo?
Book a free 30-minute consultation. We'll review your situation, flag any quick wins and quote a fixed monthly fee.