Outsource CFO, scoped around your position.
Access senior financial leadership for budgeting, forecasting, controls and growth without the cost of a full-time CFO.
An outsourced CFO engagement focuses on planning, decision support and financial control. It should define management priorities, reporting cadence and decision rights rather than presenting routine bookkeeping as strategic finance leadership.
Reviewed against current official guidanceContent review date: 2026-08-30. The official authority remains the source of truth for eligibility, deadlines, fees and processing.
When this service may be relevant
Management needs cash-flow visibility and forecasting
Budgets are not connected to operating drivers
Finance controls have not kept pace with growth
Owners need structured board or investor reporting
Records to prepare
Historical financial statements and management accounts
Sales pipeline, contracts and operating assumptions
Debt, funding and capital-expenditure schedules
Current budgets, forecasts and KPI reports
Expected work products
- 01Rolling cash-flow forecast
- 02Budget and variance reporting
- 03Management KPI pack
- 04Finance-control and decision calendar
Important scope limits
- Forecasts depend on management assumptions
- The scope does not replace statutory audit or regulated investment advice
- Data quality determines the reliability of management reporting
Primary sourceFederal Tax Authority — Corporate Tax
Check the authority page for the latest service rules and published procedures.
Open official guidance