CFO Assist

Analytical Support for Finance Teams

CFO Assist provides additional analytical capacity for finance teams that require support with reporting, data analysis, and financial modelling.

The service acts as an extension of the internal finance function, helping teams deliver deeper financial insight without expanding internal headcount.

CFO Assist (for Larger Businesses)

This “premium” tier is built for more complex organizations that need sophisticated data consolidation and strategic support.

Key Service Components

Advanced Features

Group Consolidation: Functionality to scale confidently across multiple business units.
Unified Chart of Accounts: Mapping diverse data sources into a single, cohesive view.
Includes all features of the Virtual CFO tier (automated analysis, billing/accounting integration, and intelligent customer/supplier views).

Target Audience

Businesses with multiple entities, revenues exceeding £12m, and an established finance function.

What We Do

Management reporting support
Financial and operational data analysis
Scenario modelling and sensitivity analysis
Support for strategic initiatives and projects
Preparation for due diligence or investor review

Typical Client Situations

Companies typically use CFO Assist when they:

require deeper analysis than their internal finance team can deliver
need additional support during periods of growth or change
are preparing for fundraising or acquisition activity
want to enhance the quality of management reporting

Connect with Our M&A Advisor Team

Whether you’re exploring a sale, planning an acquisition, or simply want expert guidance, our team is here to help. Get in touch to discuss your goals in confidence.

Discover Your Business Value

Start with a strategic assessment to understand your maximum potential valuation in the current market.

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