Three ways to work together.

Every engagement is built on the same live board pack, synced from Xero every hour, so the numbers are never the bottleneck. What changes is how much of a CFO you need alongside them. Each plan is a fixed monthly fee agreed up front, with no hourly billing and no lock-in beyond the month.

Board Pack

Best for: owners who want clean numbers without a CFO retainer

The live management dashboard on its own. We connect Xero, map your accounts and hand you a board pack that refreshes itself every hour.

Includes:

  • P&L, balance sheet and cash by month, this financial year and last

  • Sales by customer, receivables and payables

  • Reconciliation check on every month, so the pack always ties to the ledger

  • Annual budget loaded, with budget versus actual on every line

  • Email support for mapping changes and new accounts

Fractional CFO

Best for: businesses from roughly $1m to $10m revenue that need a CFO in the room each month

The board pack plus a CFO in the room. A monthly cycle of review, forecast and decisions, with someone accountable for the numbers between meetings.

Includes:

  • Everything in Board Pack

  • Monthly management meeting, with written commentary added to the pack

  • Rolling 12 month cash flow forecast and annual budget

  • Margin, pricing and unit economics analysis

  • Bank, investor and board reporting when you need it

Let’s talk

CFO Partner

Best for: funded, multi-entity or transaction-ready businesses that need senior finance leadership part-time

Senior finance leadership on a part-time basis. For businesses raising capital, running several entities or preparing for a sale, acquisition or audit.

Includes:

  • Everything in Fractional CFO

  • Capital raising and debt: financial model, data room and lender or investor management

  • Group consolidation and multi-entity reporting

  • Finance team design, systems and process improvement

  • Board attendance, audit and due diligence support

Frequently Asked Questions

  • The board pack connects to Xero. If you run MYOB, QuickBooks or a legacy ERP, we scope a move to Xero as a separate project first. We have led that migration before, including a custom inventory module for a multi-entity importer.

  • Usually two to three weeks from the discovery call to your first pack: connect Xero, map the chart of accounts, load the budget and reconcile the opening balances. If the ledger needs cleaning up first, we tell you before we start, not after.

  • No. The pack sits on top of the bookkeeping, and your year-end accountant signs off the same numbers the board saw during the year. We work alongside both, and the monthly reconciliation check usually makes their job easier.

  • No. Each plan is a fixed monthly fee agreed up front and invoiced monthly, with no hourly billing. You can stop at the end of any month, and the board pack and its data stay yours.

  • A one-page summary, the P&L and balance sheet by month against budget and last year, cash and working capital, sales by customer, and a short written commentary on what changed and what decision is needed. The live demo shows the exact layout.

  • Benedict runs every engagement personally. Bookkeeping stays with your bookkeeper; the mapping, the reconciliation, the analysis and the monthly review are done by the CFO you meet on the discovery call, not handed to a junior.