Senior depth on demand, when the stakes justify it.
Beyond the monthly rhythm, brought in when a raise, a system change, a deal or a cash crunch needs focused senior attention. Available on its own or alongside a retainer.
Start where you are; move up as you grow.
Where we work
Every project starts from a specific trigger and ends with a defined deliverable. If the need turns out to be ongoing, we will say so and suggest the right retainer instead.
Cash flow and working capital
When you would call us
- Cash is tight despite reported profit
- Debtor days or inventory are rising
- Bank limits are fully drawn
Typical scope
- 13-week cash flow forecast
- Debtor, creditor and inventory review
- Working-capital release plan with owners
- Review of limit utilisation and structure
Compliance and controls
When you would call us
- Reconciliation backlogs have built up
- Controls haven't kept pace with growth
- An audit has raised control observations
Typical scope
- Compliance health review across GST, TDS and ROC
- Clean-up of reconciliation backlogs
- Internal control and approval design
- Finance SOPs and delegation of authority
Fundraising and banking
When you would call us
- A new plant or capex needs a term loan
- Working-capital limits need enhancement
- Refinancing, or preparing for an equity raise
Typical scope
- Financial projections and business plan
- CMA data and lender information pack
- Lender engagement and query management
- Investor-ready financial information, where relevant
ERP and finance transformation
When you would call us
- Finance runs on spreadsheets around the ledger
- You are moving to, or struggling with, an ERP
- Growth has outpaced your systems
Typical scope
- Finance requirements and process design
- Vendor evaluation support
- Chart of accounts and reporting design
- Data migration oversight, testing and post go-live stabilisation
M&A and integration
When you would call us
- You are buying, selling or merging a business
- A promoter restructuring is planned
- An acquired business needs to be integrated
Typical scope
- Financial due diligence
- Coordination of valuation, with a registered valuer where the law requires one
- Transaction financial modelling
- Post-acquisition integration of the finance function
How a project runs
Fixed scope, stated deliverables and a clear end point.
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Scoping call
We understand the trigger, the stakes and the timeline, and confirm whether a project is the right route.
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Written proposal
Scope, deliverables, timeline, fee and your team's inputs, in writing, before any work begins.
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Engagement letter
The signed letter of engagement governs the project.
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Delivery with milestone check-ins
Progress is reviewed against the agreed milestones, and scope changes are agreed in writing.
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Handover
Deliverables, working files and next steps are handed to your team.
Good to know
- Projects can run on their own or alongside a Starter, Core or Growth retainer.
- Statutory audit, attest work and any statutorily required valuation are carried out by independent, appropriately registered professionals.
- We don't guarantee transaction outcomes such as loan sanction, valuation or deal completion. We make sure your side of the process is prepared and well run.
Common questions
Can we engage you for a project without a retainer?
Yes. Projects are available on their own. Where a project reveals an ongoing need, we will recommend the right retainer and explain why.
How quickly can a project start?
[State your typical lead time] Urgent situations such as a cash crunch are discussed at the scoping call.
Who does the work?
Projects are led by a senior CFO. The team involved and each person's role are set out in the proposal.
What does 'Custom' pricing mean in practice?
Each project gets a written proposal with a stated fee before work starts. You will not be billed for anything outside the agreed scope without written approval.