Business Advisory

Financial leadership without the full-time hire

Most companies your size need a finance director about four days a month. Hiring one full time is the wrong shape. Going without is worse.

Named lead

A qualified finance professional, not a rotating team

Fixed commitment

Days agreed monthly, so the cost is predictable

Independent

No vendor commission on any system we recommend

01 Diagram: an ERP project sequenced as selection, data, configuration and cut-over, with the finance and IT halves owned by the same team

ERP implementation

The system your finance team has to live in

ERP projects rarely fail on the software. They fail on the data that goes into it and the processes nobody agreed beforehand. Because we run infrastructure as well as finance, the integration is not somebody else’s problem.

  • Requirements definition and vendor selection, with no commission from any vendor
  • Chart of accounts and master data designed before migration, not repaired after
  • Data cleansing and migration from whatever you are on now
  • Approval workflows and authorisation limits configured as controls
  • Integration with banking, payroll and reporting tools
  • Training, parallel running and cut-over support

Financial strategy & planning

A plan with numbers attached

A budget set once in January and never opened again tells you nothing by March. We build a plan tied to the decisions actually in front of you, and revisit it when reality moves.

  • Annual budget and a rolling forecast that is actually rolled
  • Cash flow forecasting and runway modelling
  • Scenario planning for hiring, expansion and large contracts
  • Pricing and margin analysis by service line
  • Capital structure and funding readiness
  • Board and investor reporting packs
02 Diagram: a budget line against actuals, with a rolling forecast re-cut each month rather than left fixed
03 Diagram: customer concentration shown as one customer accounting for a large share of receivables

Financial risk management

The exposures that are not on the balance sheet

Customer concentration, credit, currency and fraud. Almost everything that threatens a mid-sized company’s finances is visible months in advance, if somebody is looking for it on a schedule.

  • Customer and supplier concentration analysis
  • Credit control policy and receivables ageing discipline
  • Foreign exchange exposure and hedging assessment
  • Segregation of duties and payment approval controls
  • Fraud risk assessment, including supplier payment fraud
  • Insurance cover and contractual risk review

Financial analysis & reporting

Numbers that answer a question

A pack nobody reads is a cost, not a control. We build reporting around the decisions you make, and explain what changed rather than restating what happened.

  • Management reporting designed around your decisions, not a template
  • Variance analysis with a written explanation, not just a number
  • KPI definition and dashboards people actually open
  • Profitability by service line, customer and project
  • Working capital and cash conversion analysis
  • A monthly review meeting with the person who prepared it
04 Diagram: a reporting pack reduced to the three numbers that drive a decision, each with a written explanation
05 Diagram: a full-time finance director role reduced to the four days a month a mid-sized company actually needs

Virtual CFO

A finance director, for the days you need one

All four of the above, held by one named person who sits in your management meetings and answers for the numbers that leave the building. A full-time hire at this size is usually underused and always expensive.

  • A named, qualified finance lead on a fixed monthly commitment
  • Attendance at board and management meetings
  • Ownership of the reporting cycle end to end
  • Bank, investor and external auditor relationships
  • Support through funding rounds, tenders and major contracts
  • A handover plan for the day you do hire in-house

What we do, and what we don’t

We build and run finance functions: the systems, the plan, the controls and the reporting. We do not perform statutory audit and we do not sign audited financial statements — in Jordan that work is reserved for licensed practitioners, and we will tell you plainly when you need one rather than stretching our scope to keep the engagement.

What you actually receive

Documents you own, and can act on

Every engagement leaves something behind that keeps working after the meeting ends.

Monthly reporting pack

The numbers, the variances and a one-page summary in plain language, issued on an agreed date every month.

Rolling forecast

Cash and profit projected forward and re-cut each month, in a model you own and can run yourself.

Financial risk register

Each exposure named, sized and assigned to somebody, with the treatment tracked through to closure.

System documentation

For an ERP engagement: the configuration, the chart of accounts and the workflows, documented so the knowledge is not in one head.

Start with the free finance review

Ninety minutes on your numbers, your systems and what your current reporting is not telling you. Written summary of what we found and what to fix first — yours whether or not you work with us.

Book a free finance review