Fractional CFO

SUPPORT AND INSIGHT

Our fractional CFO service (also known as outsourced CFO) can help you take your business to a new level of excellence. Our flexibility means that you can call on the support you need, when you need it, from trusted second opinions and strategic guidance to efficient operational management.

CFPro, our specialist team of commercial finance consultants, have over four decades of experience supporting high-growth businesses with transactions, transitions and corporate governance: bringing confidence during periods of major change. We’ve guided business leaders and their boards through mergers and acquisitions, due diligence, IPOs, fundraising, and IT system implementation.

In providing these skills, we don’t simply tell you where you’ve been as a business owner. We want to guide you to the limits of where you can go.

Complementing our fractional CFO service are the outsourcing services available from our Advanced Business Services team. We offer the latest accounting technology, advanced data analysis and instant access to a dedicated team of business-focused professionals. Within the team are pods focused on specific sectors, including financial services, property and music.

Our close support will enable you to get on with running your business, confident of a promising future.

Fractional CFO Services

Our fractional CFO services are designed to match the unique needs of your business, offering tailored support at the level you require, whether CFO, FD or FC. Our services cover:

  • Planning – including strategies; appraising investments and projects; budgeting; financial reporting
  • Managing risk and financial obligations – including monitoring; reducing risk; compliance with regulations; representing your business with investors
  • Systems – reviewing existing systems for risk and efficiency, building new systems and best practices and putting them in place
  • Operations – including close involvement with your management team and key decision-making; managing your investor relations, financial operations of subsidiaries and third party outsourcing providers

We have specialists in:

Technical accounting

Making complex concepts understandable and directly relevant to you, ensuring that legal and regulatory obligations don’t hold you back. This includes IFRS, GAAP and FRED 82 (FRS 102).

Corporate governance

Establishing solid foundations that enable you to meet your compliance requirements. Includes board evaluations, shareholder register management, managing employee share option schemes and EIS, and a full range of company secretarial services.

Transaction support

Expert navigation through M&As, IPOs, early investment rounds and more. Including:

  • Financial and tax due diligence
  • Post-investment planning and support
  • Pre-IPO support covering historical financial information preparation, working capital modelling, financial position and prospects procedures and project management
  • Post-IPO support
  • Vendor due diligence and assistance
  • Financial modelling covering forecasting, valuation and sensitivity analysis
  • PPA valuations
  • Board evaluations and corporate governance due diligence
  • Carve-out support

Mentoring services

Using our close relationship with you to pass on expertise, helping you and your board develop skills to act strategically as you approach future challenges and opportunities. We’ll bring our experience as non-executive directors and interim CEOs for clients.

Six key advantages of our CFO service

    • Strategic analysis and support – Helping you to set broader strategic goals, both financial and non-financial
    • Sounding board – Using our relationship with you to act as a trusted adviser and critical friend, helping you to solve challenges that, as a business owner, you would otherwise be facing alone
    • Wide-ranging industry experience – Access to our experience of working across multiple sectors, plus our contacts and networks who can help you further
    • Communications with stakeholders – Improving the efficiency and quality of reports to the board of directors and any outside investors
    • Mentorship for finance teams – Guidance for your business’s internal accounts/finance team. This includes support for evolving roles and transitional periods for new team members
    • Flexibility and cost saving – Tailoring our service to provide the specific CFO support you need, when you need it. A more affordable alternative to a full-time CFO

MEET THE TEAM

WHAT OUR CLIENTS SAY

Jade Road Investment Ltd

John Croft, Executive Chairman

“CFPro, a part of BKL, provide excellent support.  I trust them to deliver a high standard of technical accounting under tight reporting timelines. I would highly recommend them.”

Cognism

“With CFPro’s support, the Board’s confidence in our finance function was bolstered, and the business had the financial platform to grow with confidence.”

Formal Investments

“CFPro’s insights and financial appraisal skills have been invaluable. They are fast, flexible and sensibly priced.”

Wentworth

“With CFPro’s help, we outsourced a huge amount of record keeping and statutory compliance, freeing up time to focus on strategy and driving our business forward.”

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Our Insights

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