INTEGRATED FINANCIAL SERVICES

The finance leadership your growth needs, without a full time CFO.

As you grow, gut feel budgeting stops being enough. We become your fractional CFO and finance team. We lead planning, budgeting and forecasting, sharpen board and investor reporting, and keep you audit ready. Senior guidance, without the cost of a full team.

Integrated Financial Services
THE PROBLEM WE SOLVE

Too big for gut feel, too lean for a full finance team.

As you scale, the numbers get harder and the decisions get bigger. Your bookkeeper keeps the records, but nobody turns them into a plan. Cash, pricing and funding calls get made on instinct, and board questions get harder to answer. You need senior finance judgement, not another full time salary.

WHAT YOU GET

A complete finance function, on demand.

Everything a senior finance team gives you, grouped into three simple areas.

Financial Services - What You Get

Financial Leadership & Planning.

  • Strategic financial leadership & advisory
  • Planning, budgeting & forecasting (FP&A)
  • Acquisition & integration guidance

Reporting, Audit & Compliance.

  • Management, board & investor reporting
  • Audit support & compliance assistance

Insight & Custom KPIs.

  • In depth financial data analysis
  • Custom KPI development & monitoring
WHO IT'S FOR

Wherever you are in your finance journey.

No finance team yet.

You have a bookkeeper, or no one, and need someone to own the numbers.

Some finance, no seniority.

Your team handles day to day accounting, but the big calls need senior judgement.

Scaling & raising.

You report to a board or investors and need boardroom grade finance.

HOW WE WORK

How we run your finances.

01

Assess.

We review your financials, systems and reporting as they stand.

02

Build.

We set up your planning, budgeting and reporting framework.

03

Run.

We manage the monthly numbers, reporting and KPIs.

04

Guide.

We steer the big calls on cash, pricing, funding and growth.

PROOF

Real finance. Real confidence.

The financial rigour of a much bigger company, without the overhead. It changed how we plan and spend.

Testimonials
OPP
Wesawa200%increaseinSalesQualifiedLeads.

Reza Schott

Head of Marketing

OPP • Bluebird • PharmaCorp • InnovateTechOPP • Bluebird • PharmaCorp • InnovateTechOPP • Bluebird • PharmaCorp • InnovateTechOPP • Bluebird • PharmaCorp • InnovateTechOPP • Bluebird • PharmaCorp • InnovateTechOPP • Bluebird • PharmaCorp • InnovateTechOPP • Bluebird • PharmaCorp • InnovateTechOPP • Bluebird • PharmaCorp • InnovateTech
FAQ

Questions, answered.

It is ongoing. We run your finance function month to month, and scale up around big events like fundraising or an audit.
READY WHEN YOU ARE

Give your business the finance function it deserves.

You run your business. Let us take control over your finances.