CFO++ Services
We start with a diagnosis, build a clear tool for tracking finances, teach the team, and provide ongoing support — so that the results, liquidity, and financing plan are always clear.
Early identification of issues give time to react, and the team a sense of security and control over the company's finances.
In our over 10 years of consulting experience, we have successfully completed more than 100 projects and business transformations. Check if the problems our clients faced, which we managed to successfully solve, also affect your company.
Who did we help?
- Companies planning development work and carrying out growth initiatives
- Companies with a finance or controlling department that need strategic support in this area
- Investors with a diversified portfolio who need an independent expert to assess the company's actions
- Companies in a tough financial spot, facing the need to take corrective actions
What were the main challenges?
- Lack of control over the company's finances and disorganization in managing them
- The company is entering a stage where someone responsible for managing finances is needed
- Lack of experience and knowledge about obtaining financing
What solution did we implement?
- We carried out a financial diagnosis of the company — we identified where the gaps are, what generates risk, and what blocks growth
- We built dedicated tools for managing finances: management reporting, a cash flow model, and a budgeting system tailored to the specifics of the company
- We brought in an external CFO with full operational and strategic responsibilities — this person took over day-to-day financial management and relationships with banks and investors.
- We trained our internal finance team so that after the collaboration ends, they can operate independently — without relying on a consultant
What benefits have our clients gained from this?
- The management knows exactly what the company's financial situation is — results, margins, cash flows, and the financing plan are all visible in one place, in real time
- Decisions are made faster and more confidently because they’re based on numbers, not gut feeling
- The company successfully secured debt or equity financing — with ready documentation, a financial model, and prepared arguments.
- The internal finance team keeps running on its own after the collaboration ends — the tools and processes stay in the company and don't need any more help from a consultant
Work products
- 3 meeting sessions with teams – identifying hot spots
- A personalized tool (an Excel sheet that lets you track your finances)
- Tool handling training
- Ongoing support in using the tool
- Regular professional reports tailored to the specific recipient
- Training for the finance team and strategic workshops
- Developed guidelines for controlling work
- Pitch deck (in the form of a presentation for investors)
- Business plans
- Financial models
Don't know where to start? Start with a diagnosis.
If you feel like your organization is stuck in place but can't pinpoint the priorities, a Diagnostic Sprint is for you. It's a condensed working session that turns uncertainty into a concrete roadmap.