What is a Fractional CFO?
A fractional CFO, or Virtual CFO, offers high-level financial expertise on a part-time basis to businesses that don’t need a full-time CFO. This provides access to top-tier financial services without the cost of a full-time salary (£150k-£250k+). Flexible engagement allows for short-term goals like raising investment or long-term plans to scale the business, even from just one day per month.
Speak to One of the TeamThe Benefits of Working With A CFO
Having a CFO on your team will give you an expert who can help you make sound financial decisions, manage risks, identify opportunities and ultimately grow your business. The already overworked CEO would typically ignore or handle many of these business areas. A CFO can act as a great support partner for the CEO.
Our CFO Services Include
Business Planning and Strategy
Detailed business planning to align with your vision with regular strategy sessions to keep you on track.
Financial Insights and Reporting
Comprehensive management accounts with bespoke dashboard reporting for clear financial insights.
Cash Flow Management
Cash flow forecasting and management identifying and mitigating cash flow risks.
Tax Planning and Compliance
Proactive tax planning to optimise your financial position ensuring compliance with all relevant tax laws and regulations.
Case Studies
At Crisp Accountancy, we believe in the power of real stories to illustrate the tangible impact of our accounting services. Our case studies are a testament to our commitment to excellence and the successful partnerships we've built with diverse businesses.
Read Our Case Studies01
Book a Discovery Call - for us to learn about your business and how we can help.
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Arrange a Clarity Session - we'll give you insights and a plan to improve your finances, whether you engage us or not.
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We will build a bespoke service plan together and produce an instant proposal for you in the meeting.
Why Choose Crisp Accountancy?
Expert Growth Accountants
We provide premium services tailored to your needs, ensuring you receive the highest level of care and expertise.
Bespoke Service
We limit the number of clients per accountant to maintain a high-touch, personalised approach.
Clear and Straightforward Communication
We skip the jargon and use everyday language to make complex financial concepts accessible.
Committed to Your Success
Our mission is to help you understand your numbers, make better business decisions, and ultimately achieve your business goals.
![Crisp Guide to Outsourcing Your Finance Team 2](/media/vo5hfj0k/a-guide-to-outsourcing-your-finance-team.png?width=568&height=531&quality=80&format=jpg&bgcolor=fff)
Crisp Guide to Outsourcing Your Finance Team
Outsourcing your finance team can be a game-changer, providing you with access to expert financial management without the overhead costs of a full-time in-house team. This guide covers everything from the basics to advanced strategies, making it an invaluable resource for business owners and managers looking to optimise their financial operations.
Download Our Comprehensive Guide to Outsourcing Your Finance TeamOur Core Services
Services Overview
The services you need from your CFO will differ for each business and change as your business grows. Once we understand your goals and where you are, we will build a bespoke project plan. All our CFOs have a wide range of experience covering the following services:
Business Plan & Strategy
The business plan is the starting point for your CFO. We can help you build or rework your plan to cover everything from your long-term vision to the specific 90-day actions needed to drive the business forward. Accountability is critical to keeping you on track with the plan.
Risk Management
Identifying and minimising risks is a key role of a CFO. We will work with you to create a complete list of risks, both internal & external, rank these in order of importance and create a plan to mitigate these.
Exit Planning
It can take up to 5 years to maximise the valuation of your business when selling, so it's always early enough to start. We will help you get to the bottom of what you want. We will create and implement a plan to make your business as attractive as possible to potential buyers. The selling the process can be highly stressful and is full of pitfalls; your CFO will be experienced in this area and can hold your hand or take the lead.
Mergers & Acquisitions Support
Mergers & Acquisitions can be one of the quickest routes to growth but can be daunting for the inexperienced. We can help identify opportunities, carry out valuations, help structure deals and take care of due diligence.
Fundraising
Identifying a future need for additional cash is the best way to maximise your chance of securing the money at the best price. Many options are available for raising cash, and we can help you explore which path is best for you. We have plenty of experience working with angel investors, Venture Capitalists & Private Equity. If you decide to raise equity finance and bring in an investor, we can help you get the business ready for investment, manage the fundraising process and handle investor relations afterwards.
Forecasting, Budgeting & Financial Modelling
Forecasting has many benefits, whether creating a model to help you raise investment, spotting future opportunities or issues with long-term forecasting, or using budgets to track your progress and create accountability. We will build, update and embed these forecasts into your regular
financial reporting.
Building Systems & Controls
Great systems are the key to rapid growth. We will use our experience in systemising and automating businesses to map out your existing processes. We can remove bottlenecks and work on the areas that deliver the greatest reward. Our love of technology plays a big part in this process.
Mentoring & Training
Finance is a complex area of business that is vital for all to understand. We will work with the company's senior leaders to improve their financial understanding and decision-making. We can help hire, train and mentor your in-house finance team too. A finance function fit for purpose is vital to enable growth.
Management Information & Metrics
Occasionally looking at your Profit + Loss is not enough to empower you to make better business decisions. We will ensure that you have access to accurate, timely and relevant financial dashboards and that you truly understand what these mean.
Cash Flow Management
The biggest cause of stress for many owners is cash flow. Cash flow problems are always the symptom of poor controls or tight margins. We tackle this in two ways. First, we build cash flow forecasts and help you stay on top of your bank balance. Secondly, we will look to identify and fix the root cause of the issue.
Profit Improvement
Pricing has one of the most significant, direct impacts on your profitability. We will create a pricing strategy with you that maximises your profit. Monitoring and reducing your overheads and measuring efficiencies are other vital tasks we can cover.
Testimonials
Frequently Asked Questions
No. We don't charge any fees to get started with us.
Our notice period is 60 days. We don't offer any refunds if you leave part way through your company year.
We operate a 1-3-12 pricing review. We review our payroll fee monthly, based on the number of employees. We review the bookkeeping every 3 months, looking at average monthly transactions over the quarter. Everything else is reviewed annually. You can add addiional services or increase the frequency of any existing services at any point.
You can join with us at any point in your company year. We charge an alignment fee for Year End Accounts & Corporation Tax Returns on a pro rata basis of your annual cost.