CFO, FP&A and finance systems — delivered as a flexible team so you’re event‑ready, sleep‑better cash‑confident, and moving faster in 6–12 months. 

We partner with £1–20m turnover, founder‑led businesses to upgrade finance from “backwards‑looking and late” to “commercial, reliable and forward‑looking”.

SERVICES

Fractional CFO
What you get: Executive‑level finance leadership one to four days per month, board‑ready reporting, funding support, challenge & accountability for the senior team.
Why it matters: Many founders hire a full‑time CFO too early (six‑figure cost doing spreadsheet work). A fractional blend across CFO/FP&A/systems delivers better results for the stage you’re at — and flexes as you grow. 

FP&A as a Service
What you get: Budget, rolling forecast, monthly variance analysis, revenue/margin levers, scenario planning.
Outcome in months 1–3: from reactive, backward‑looking reports to forward‑looking decisions and “sleep‑better” cash confidence. Expect a noticeable step‑change in the first 6–12 months.

Event‑Readiness (Sell, Invest, Refinance)
What you get: Pre‑Due Diligence finance clean‑up, “single source of truth”, KPI trends, a robust three‑statement model, and a data room that answers the tough questions before they’re asked — protecting value and time through the deal. 

Systems Review & Automation
What you get: Best‑of‑breed stack around Xero with Dext for invoices/expenses, Xero Me for receipts, and Float for cash‑flow — implemented and tuned to reduce manual work, shorten month‑end, and scale volume without adding headcount.

Summit 17

Org chart

Teams

Offices

Summit 17

Org chart

Teams

Offices

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