45-Day Margin Rebuild
A high-impact review designed to locate immediate profit erosion and install the predictive financial dashboards you need to scale safely.
Efficiency & Overhead Diagnostic
A deep-dive audit of historical metrics, team ratios, and operational inefficiencies.
Profit erosion map and an action plan
Forward-Looking Systems
We set up lightweight predictive systems so you can make day-to-day decisions based on the future, not the past.
Pipeline-to-Capacity | Cash Flow Forecaster | Fee forecast | P&L forecast
Commercial and Pricing Controlstt
A comprehensive suite of tools to optimise pricing, scoping, and client engagement.
Scoping Template | Scope Management Protocol | Honest Time Tracking | Credit Control System
Retainer: CFO leadership to build a predictable, high-margin agency, exit ready.
A strategic Fractional CFO partnership to monitor margins, protect cash flow, and track the milestones that drive your agency's future value.
Advisory & fCFO Board Seat
Strategic guidance at the board level to steer your agency's financial direction and long-term value creation. Includes monthly board meeting attendance and on-demand access.
Financial & Valuation Models | ROI Calculator
Leadership Accountability
Embedding a culture of financial responsibility and KPI-driven performance across your senior management team.
Pipeline Health Checks | Financial System Models | Commercial KPIs
Scalable Financial Operations
Hands-on, day-to-day financial operations—from bookkeeping, pipeline review and supplier payments to preparing Board-ready management accounts.
Reporting | Time back | Standard Operating Protocol | Commercial Guidelines
Our Monthly Cadence
1
Week 1
Data & Management Accounts
2
Week 2
Commercial & Pipeline Review
3
Week 3
Strategic Board Meeting
4
Ongoing
Ad-hoc Advisory & Support
Pricing & Rate Card
Our engagements are tailored to your business, structured around two key factors:
The size of your agency
More headcount and revenue complexity require higher-level governance.
The scope of work
Tailored precisely to the commercial objectives and growth milestones you need to achieve.
Rate Card
We baseline our work against the following hourly rates:
fractional CFO £235 / hour
Finance Controller £140 / hour
Finance Analyst £85 / hour