Fractional CFO

Know the position.
Decide what
comes next.

Financial leadership, scaled to your business.

We work alongside management and finance teams on cash flow, planning, reporting and financial controls, bringing a connected view of the numbers and the decisions behind them.

Discuss your finance priorities

How we help

From financial records
to management judgement.

Support can span the finance agenda or focus on the areas that need greater depth, coordination or oversight.

01

Planning and fund utilisation

Connect budgets with business milestones, spending commitments and the cost of completing the plan. Examine variances and the assumptions that could change funding needs.

What the work can include

Budget reviews, milestone-based financial plans and variance analysis.

02

Cash flow and working capital

Bring receipts, payments, receivables, payables and upcoming commitments into a coherent view of liquidity. Review the timing and assumptions behind cash requirements.

What the work can include

Cash-flow reviews, working-capital analysis and funding scenarios.

03

Accounting and management reporting

Review books and provisional financial reports with the finance team. Identify reconciliation priorities and explain performance, open questions and their implications for management.

What the work can include

Financial review notes, reconciliation priorities and management reports.

04

Financial processes and controls

Examine how transactions are documented, approved, recorded and reviewed. Clarify responsibilities and evidence requirements, then track the actions needed to address gaps.

What the work can include

Process reviews, control recommendations and action trackers.

05

Capital and funding records

Review the consistency of funding workings, receipts, allotment records and ownership schedules. Coordinate open questions with management and the relevant professional advisers.

What the work can include

Capital reconciliations, funding-record reviews and follow-up schedules.

06

Compliance and auditor coordination

Review tax reconciliations and compliance priorities. Coordinate information requests, audit documentation and outstanding matters with the company’s accountants, auditors and advisers.

What the work can include

Compliance calendars, reconciliation reviews and audit-information trackers.

A decision-led approach

Keep the question
beside the numbers.

A financial review is useful when management can see what is known, what remains uncertain and what action is needed.

Can the business meet its next commitments?

What we examineCash available, expected receipts, payment dates and funding assumptions.

What it informsA clearer view of liquidity and the decisions it requires.

Is spending advancing the plan?

What we examineApproved budgets, milestone progress, expenditure and cost to complete.

What it informsA basis for investigating variances and revisiting allocations.

Can management rely on the reported position?

What we examineBooks, reconciliations, supporting records and unresolved differences.

What it informsReporting priorities with clear evidence gaps and owners.

What needs attention before the next review?

What we examineOpen control matters, compliance deadlines and auditor requests.

What it informsAn action list organised by significance and responsibility.

Working with your team

A clear role.
A connected finance agenda.

We begin with the business model, the current finance arrangements and the decisions ahead. Together, we identify the priorities, information requirements and people responsible for the work.

Our role is to bring financial oversight and review into that process, coordinating with your team and existing advisers. Management retains decision and approval authority.

The engagement can provide ongoing support or focus on a particular stage of the business, with responsibilities and review points agreed around the need.

Start a conversation

Where does your finance
function need support?

Tell us about the business, your current finance team and the priorities you need to address.

Speak with Vogabe