Senior finance leadership, without the full-time hire.
Outsourced CFO services give a business access to senior finance leadership without hiring a full-time Chief Financial Officer. An outsourced CFO builds the budget and forecast, manages cash, sets up reporting, advises on funding and keeps compliance under control, working alongside your management team on a flexible basis. It suits growing businesses that need CFO-level thinking before a full-time role makes sense.
Growing companies often need CFO-level thinking well before they can justify a full-time CFO. Cash discipline, planning, reporting and funding decisions all matter early, and mistakes in these areas are costly.
M2K Advisors provides experienced finance leadership on a flexible basis. We work with founders and management to plan, track and control the numbers, and because we also handle tax, compliance and accounting, the financial picture we give you is complete.
Building budgets and forecasts, and tracking actual results against them so you can act early.
Clear visibility and planning of cash, so the business always has the runway it needs.
Getting your numbers, forecasts and data room ready so a raise or a transaction moves at the pace investors expect.
Ongoing financial advice with compliance oversight built in, so decisions and obligations stay aligned.
The situations in which our clients bring in CFO-level support.
Getting financials, forecasts and data rooms ready for investors and lenders.
Managing receivables, payables and inventory so cash is not trapped.
Monthly dashboards and board packs that show what is really happening.
Understanding which products, customers and channels make money.
Preparing credit information and managing facilities and covenants.
Approval limits, processes and controls that keep pace with growth.
An outsourced CFO leads your finance function on a flexible basis. That typically includes budgeting and forecasting, cash flow management, management and board reporting, advice on funding and financial structure, and oversight of compliance.
Accountants record and report what has happened. CFO services add planning, cash management and financial strategy for decision-making, looking forward as well as back.
Usually when the business grows beyond what founders can track themselves: cash gets tighter, funding needs appear, investors ask for reporting, or the business is preparing for a transaction. Many companies use an outsourced CFO until a full-time hire makes sense.
Engagements are scoped to your needs and can be shaped around a set number of days or a defined project. Contact us to discuss what an appropriate arrangement looks like.
Yes. We work alongside your accountants and finance staff, giving them direction, review and support rather than replacing them.
Yes. We help to build forecasts, tidy up financials, prepare the information investors and lenders ask for, and present your numbers clearly.
Yes. Because tax, compliance and accounting sit within M2K Advisors, your outsourced CFO can draw on specialists in each area, and the financial picture is joined up.
Yes. We support groups with entities in multiple jurisdictions and can provide consolidated reporting and local finance oversight for foreign-owned businesses.