Strategic Finance Retainer
Senior finance perspective. On demand. Every month.
Most businesses reach a point where they need senior finance leadership — without the overhead of a permanent hire. This retainer provides an independent perspective on forecasts, performance and key decisions, ensuring financial discipline remains active between major milestones.
- Structured review session with CEO, CFO or Board
- Review and challenge of management accounts and KPIs
- Forecast and cash position review vs. prior assumptions
- Written session summary with observations & action points
- Ad hoc advisory support available between sessions
- Companies looking to maintain discipline around forecasts, cash and key decisions
- Businesses operating without a full-time CFO in place
- Leadership teams seeking independent challenge, not just reporting
- Finance leaders seeking a senior sparring partner outside their organisation
- Companies looking to build on a completed project engagement
Every engagement follows a recurring cadence focused on performance, forecasts, cash position and key business decisions.
An external view helps challenge assumptions, identify blind spots and strengthen decision-making as circumstances evolve.
Focused discussion on strategic priorities, financial trade-offs and the decisions in front of the business.
A recurring cadence that keeps forecasts, cash visibility and financial governance active as the business evolves.
Independent challenge. Clearer decisions. Ongoing discipline around the numbers that matter most.