Our Approach

We help businesses bring together people, processes and product to ensure they are scalable and profitable. We provide a roadmap so they can run a small to mid – size business effectively and scale a smaller business to a large business.

Right fit

We work with businesses where we can achieve tangible, measurable outcomes and can provide you with a return on your investment in the outsourced CFO. Not all small businesses will benefit through engaging the outsourced CFO, so the first step is to schedule a discovery meeting see if your business and the outsourced CFO are the right fit for each other.

Right plan

Once we both agree we are a good fit for each other, the outsourced CFO will get to work on identifying your business drivers building your financial models and business plans so they can be stress tested. This will include areas like:

  • cash requirement
  • key performance indicators
  • information systems; and
  • business structure.

Right team

The outsourced CFO will then be there to act as co-pilot and support you and your executive team through the execution of the plan. You and your team will be able to:

  • Manage staff performance, identify issues and take corrective measures early
  • Have more effective meetings
  • Make better decisions and achieve business plans
  • Focus on the real priorities and achieve your goals

Ongoing Support

With a well executed plan now in place, the outsourced CFO can be retained longer term as your business partner to keep you on track and accountable.

When Brian came on Board as our Outsourced CFO, the business was struggling with its growing complexity and the need to fully understand the financial metrics, including cashflow needs 30-60-90 out.

Brian articulated himself wonderfully showing a good understanding not only of my business but also of my industry. The key benefit of having Brian on board was a deeper understanding of the important financial issues and knowing what to focus on and prioritise.

I would recommend Brian as a calm steady hand in any leadership team.

Tim Reading

Tim Reading

CEO, Blue Ocean BPO