Part-Time CFO.
A part-time CFO is a senior finance professional who works with your team on fixed days each month, from two days a month to one day a week. The CFO is present for close reviews, bank and auditor meetings and board preparation, which suits companies that want hands-on leadership on a predictable schedule rather than a reporting service.
The first CFO day is typically scheduled within one to two weeks of engagement, and the onboarding review is completed within the first month, depending on how quickly records and system access are provided.
A partner — a chartered accountant or company secretary — from the first call to sign-off.
Based on your situation, and fixed in writing before any work starts.
Is this for you?
- Companies with an in-house accounts team that needs a senior reviewer and decision-maker
- Businesses preparing for a fundraise, a debt round or an audit by a larger firm
- Companies covering a CFO vacancy while a permanent hire is made
- Promoter-run businesses that want a regular finance voice at management meetings
What you receive at the end.
- 01Scheduled CFO days, each with a written agenda and action log
- 02Reviewed monthly MIS and cash position
- 03Liaison with banks, lenders and auditors
- 04Budget, reforecasts and board materials, as scoped
- 05Guidance and process improvements for your finance team
Part-Time CFO, step by step.
The first CFO day is typically scheduled within one to two weeks of engagement, and the onboarding review is completed within the first month, depending on how quickly records and system access are provided.
- 1
Agree the day plan
We fix the number of days, when they fall (usually around month-end close and ahead of board meetings) and who on your team the CFO works with.
- 2
Onboarding review
In the first month the CFO reviews your books, controls, banking arrangements, compliance status and the reports you currently produce.
- 3
Scheduled CFO days
On each scheduled day the CFO reviews the close, signs off the MIS, meets banks or auditors and works through open issues with your team.
- 4
Between visits
Your team has email and call access for approvals and questions, and a shared action log tracks every open item.
- 5
Quarterly reset
Each quarter we review priorities and adjust the day commitment for fundraises, audits or year-end.
What we need from you.
Don't have everything yet? We send a short checklist after the first call and work with what you have.
- Access to your accounting system and bank statements
- Latest audited financial statements and current trial balance
- Current MIS, budget and any lender or investor reports
- Loan sanction letters and shareholders' agreement
- Finance team structure and responsibilities
The fee depends on your situation. After a short call, the partner who will do the work tells you what's involved and gives you a fixed fee in writing — before any work begins.
- Government fees and statutory charges are billed at actuals.
- When you pay — upfront, in stages or on completion — is agreed in writing with the fee.
Questions about Part-Time CFO.
Ready to discuss Part-Time CFO?
30-minute confidential call — no proposal, no commitment. A partner will write back within one business day.