A finance lead you share rather than hire.
The decisions that need a finance lead do not arrive monthly enough to justify a salary, and they do not wait either. This is the middle: budgets, cash planning and pricing, with one meeting a month where the numbers get explained and the next call gets made.
Who this is for
- You are making pricing and hiring decisions on instinct and want them checked.
- Cash is tight in a way you cannot yet explain.
- You need someone in the room who can argue with you about the numbers.
How it runs
- A budget and a rolling forecast you actually update.
- Cash-flow planning with the scenarios you are worried about.
- Pricing and margin analysis, by product or by project.
- A monthly review meeting, with the decisions written down afterwards.
What is included.
- Budget and financial forecast
- Cash-flow planning and scenarios
- Profit improvement and cost control
- Pricing and margin analysis
- Working-capital improvement
- Financial health review
- Support for management decisions
- Monthly CFO review meeting
Work we have done, and what changed.
These are engagements of our United States practice, not Bangladesh clients, and the client names are withheld. They are here because they are the standard your work in Dhaka is done to.
The raise closed on the target timeline
A software company preparing to raise investment had no financial model, no board pack, and leadership had never run a raise. Investors were asking questions the team could not answer.
Built a three-statement financial model, assembled a data room, and ran board reporting through the diligence period.
The round closed on the target timeline. We stayed on for board advisory after it closed.
Board reporting built from nothing
A professional services agency had taken on a strategic investor who expected quarterly board reporting and variance commentary the team had never produced before.
Designed the board reporting template and built a project-level profitability model.
We delivered the first two board packs, and now run the quarterly presentation and investor communication on behalf of the CEO.
Before you call.
What does this cost?
Twenty thousand taka a month on top of your package. It is an addition to the bookkeeping, not a replacement for it, because a forecast built on books nobody closed is a guess with a chart on it.
Is this a person or a service?
A named person, and the same person each month. You get a monthly review meeting and the decisions written down afterwards, so what was agreed in the room is still what was agreed a quarter later.
How much of their time do we get?
An agreed number of days a month, set before we start. If the work needed turns out to be larger than that, you hear it from us rather than discovering it in an invoice.
Do we still need our accountant?
Yes. This sits on top of the monthly work. The CFO role is arguing with you about pricing, cash and hiring. It is not doing the entries.
More general questions are answered on the contact page.
Start with a look at your books.
Fifteen minutes, no charge. We say honestly whether we can help, and what it would cost.