Advisory & Consulting
Senior, project-based advisory for boards and finance teams. One piece of work at a time, taken off your team entirely, and handed back complete.
Every engagement is scoped to the situation. Nothing here is priced off a standard package.
Years of Experience
The constraint is capacity, not capability
Most finance teams are not short of capability. They are short of room. When a one-off project arrives, it goes to whoever is nearest, and that person carries it on top of everything else. This practice takes that work off the team entirely, so the monthly cycle is not disrupted and your best people stay.
Where a diagnosis is required, the five CFO Levers™ are the lens applied: five tests of where an organisation leaks value, whether its numbers are believed, and whether decisions convert into delivery.
Core Consulting Services
Board & financial advisory
Board and committee evaluation, governance frameworks, audit and risk committee support, and CFO appointment specification.
Management consulting
Commercial and structural diagnostics, options analysis, valuation for internal decisions, operational stabilisation.
Sector depth
Deepest knowledge in regulated insurance and financial services, extending to nonprofit and development finance. The method does not depend on sector familiarity.
Fractional CFO
Ongoing chief financial officer capacity, scoped to what the organisation needs rather than to a fixed retainer. For organisations without a sitting CFO. Subject to capacity.
Why me
Senior, end to end
The person who scopes the work is the person who does it. Nothing is handed to a junior.
Both sides of the table
Board packs prepared and defended as an executive, and received and challenged as a non-executive.
A position, not a menu
A named answer and the reason it is the answer, with a sequence for what happens first.
How an engagement works
First conversation
30 minutes to understand what has landed and whether I can assist.
No charge.
Scoping
A written scope setting out the work, the output, the timeline and the fee.
Delivery
Direct with you or your team, not through an intermediary.
Progress is visible.
Handback
A position you can act on, with the reasoning visible, and a session with your team.
