Advisory
Targeted CFO advisory - to get the most out of the templates and to tackle specific challenges in finance, governance and transformation. Think of it as expertise by the hour, day or fixed-scope engagement - without committing to an ongoing Fractional CFO role.
Get more from the products
The templates are designed to work out of the box - but the impact is often larger with a short implementation effort.
Implement Board & Monthly Report
Set up the reporting cycle, define KPIs and tailor the templates to your board's expectations.
Tailor the Investment Decision Pack
Adapt the model to your industry, calibrate sensitivity analysis and prepare the board decision deck.
Roll out Operational Excellence
Implement pulse meetings, control boards and transformation maps in your teams - from workshop to ongoing follow-up.
ESG and CSRD support
Use the sustainability templates to map data points, set processes and meet CSRD requirements.
CFO advisory areas
Budgeting & forecasting
Design budget processes and rolling forecasts that actually get used.
Investment decisions & business cases
Structure decision memos, valuations and scenarios.
M&A and valuation
Support through due diligence, valuation and post-merger integration.
ESG & CSRD reporting
Sustainability data, materiality analysis and reporting structure.
Operational excellence & transformation
Lean-based improvement of finance and business processes.
Board & monthly reporting
Right-sized reporting - from storyline to KPIs.
Formats
Workshop
Half- or full-day workshop with your team - focused output and a clear next step.
Hourly advisory
A sparring partner when you need one - book time as needed.
Fixed-scope engagement
Bounded delivery with clear scope, deadline and price.
Need an ongoing operational CFO role instead? See Fractional CFO.
Book an intro call
Briefly describe what you want to achieve and I'll come back with a proposed scope and format.