Financial Performance Diagnostic
Monthly Performance Pack + Executive Review
Monthly Performance Pack + Executive Review
A fast, high-signal review that clarifies performance, risks, and priorities.
What we deliver
- Quality review of recent financials and management reporting (credibility, gaps, red flags)
- “What’s driving results” analysis (margin, utilisation, pricing, overhead, cash conversion)
- Forward-looking risk view (runway, sensitivities, decision triggers)
- Priority actions and a 30–60 day CFO plan
Best for
Founders and boards needing rapid clarity, investor scrutiny, or a reset on what matters.
Monthly Performance Pack + Executive Review
Monthly Performance Pack + Executive Review
Monthly Performance Pack + Executive Review
A lightweight, board-ready cadence: numbers, insight, and actions.
What we deliver
- Monthly performance pack (P&L, cash, working capital, operational KPIs)
- Commentary: what changed, why, and implications for the outlook
- Executive review call focused on decisions and accountability
- Issues log and continuous improvement to steadily raise reporting quality
Best for
Services businesses wanting consistent insight and decision support without building a full internal team.
Planning, Budgeting & Rolling Forecast
Strategic Finance & Board Support (Ongoing)
Strategic Finance & Board Support (Ongoing)
A forward view that links operational drivers to financial outcomes.
What we deliver
- Driver-based rolling forecast aligned to services economics (utilisation, rates, delivery capacity, pipeline)
- Budget and reforecast support (targets, guardrails, investment choices)
- Scenario planning for hiring, pricing, and growth decisions
- Forecast review rhythm and variance insights that drive action
Best for
Scaling firms, hiring inflection points, pricing/margin pressure, or uncertain demand.
Strategic Finance & Board Support (Ongoing)
Strategic Finance & Board Support (Ongoing)
Strategic Finance & Board Support (Ongoing)
CFO partnership that connects external trends to business decisions.
What we deliver
- Board/investor narrative and decision support (what to focus on, what to fix)
- KPI and target setting (quarterly goals, scorecard, decision triggers)
- Commercial insights (client profitability, pricing discipline, cost-to-serve)
- Risk and resilience view (macro trends, client concentration, delivery exposure)
Best for
Leadership teams needing a steady CFO partner to support strategic decisions and stakeholder confidence.
Rapid Value & Stabilisation Plan (IBR-style)
Margin, Cost & Productivity Transformation (Execution)
Rapid Value & Stabilisation Plan (IBR-style)
Independent Business Review (IBR)-style assessment to quantify issues, confirm root causes, and define the plan.
What we deliver
- Independent view of performance drivers (financial + operational) - Independent Business Review (IBR)
- Opportunity sizing and prioritisation (margin, cost, cash conversion, delivery performance)
- Workstream roadmap with owners, milestones, and metrics
- Mobilisation plan: cadence, governance, and reporting
Best for
Underperformance, lender/investor pressure, leadership transitions, or urgent stabilisation.
Cash & Cash Conversion Programme (Execution)
Margin, Cost & Productivity Transformation (Execution)
Rapid Value & Stabilisation Plan (IBR-style)
Focused execution to protect liquidity and accelerate cash generation.
What we deliver
- Weekly cash control cadence and decision triggers
- Billing discipline and collections acceleration (invoicing cadence, disputes, DSO)
- WIP / unbilled revenue control (aging, release actions, write-off reduction)
- Practical interventions with benefits tracking
Best for
Cash shocks, trapped cash in billing/WIP, refinancing pressure, or rapid growth strain.
Margin, Cost & Productivity Transformation (Execution)
Margin, Cost & Productivity Transformation (Execution)
Performance Cadence & Benefits Realisation Office (PMO)
Turning margin pressure into a disciplined delivery programme.
What we deliver
- Margin bridge and leakage reduction (pricing, utilisation, scope control, write-offs)
- Cost-to-serve and overhead optimisation (roles, spans, supplier spend, footprint)
- Delivery productivity and utilisation uplift (capacity planning, scheduling, performance routines)
- Benefits tracking with clear accountability
Best for
Margin erosion, utilisation volatility, delivery inefficiency, and cost creep.
Performance Cadence & Benefits Realisation Office (PMO)
Performance Cadence & Benefits Realisation Office (PMO)
Performance Cadence & Benefits Realisation Office (PMO)
Governance that makes improvements stick.
What we deliver
- Performance scorecard, operating rhythm, and decision forums (weekly/monthly)
- Workstream ownership, escalation paths, and blocker removal
- Benefits tracking and assurance (cash, EBITDA, controllable drivers)
- Capability uplift so routines remain after exit
Best for
Multi-workstream programmes where execution needs structure, pace, and sustained accountability.
Pre- and Post-Transaction Value Support
Performance Cadence & Benefits Realisation Office (PMO)
Pre- and Post-Transaction Value Support
Performance discipline matters most around transactions — before and after.
What we deliver
- Pre-deal stabilisation and value narrative (performance, cash, reporting readiness)
- Post-deal “first 100 days” cadence and value tracking
- Integration performance reporting and benefits assurance
- Credible updates for investors, lenders, and boards
Best for
PE-backed services firms, buy-and-build platforms, or owner exits.