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When does a business need an outsourced CFO?
Most companies reach a point where bookkeeping alone is not enough but a full-time CFO is not yet affordable. Typical triggers are raising finance, preparing for investors, rapid growth that strains cash, or a board that wants reliable monthly numbers.
- Raising debt or equity
- Cash flow pressure despite strong sales
- Board or investor reporting requirements
- Entering a new market or product line
- Preparing the business for sale or succession
What does our outsourced CFO service include?
The scope is agreed around your needs, but most engagements combine regular reporting with forward-looking planning and direct access to a partner for decisions.
- Annual budgets and rolling forecasts
- 13-week cash flow forecasting
- Monthly management accounts and KPI dashboards
- Board packs and investor reporting
- Pricing, margin and cost analysis
- Bank and lender relationships
Do you prepare feasibility studies and business valuations?
Yes. We prepare financial feasibility studies for new projects, including demand assumptions, capital expenditure, financing structure and sensitivity analysis. For transactions, disputes and restructurings we prepare valuations using discounted cash flow, market multiples and net asset approaches, with a clear explanation of each assumption.
How does the outsourced CFO and business advisory engagement process work at WDS?
Every engagement follows a defined sequence agreed in the engagement letter, so you always know what happens next and who is responsible.
- 1
Diagnostic
Review of current reporting, cash position and goals.
- 2
Set-up
Chart of accounts, KPIs and reporting calendar.
- 3
Monthly rhythm
Close, report and review with management.
- 4
Strategic support
Partner input on major decisions and negotiations.