A reporting pack
Actuals against plan, the cash position, a defined set of measures, and commentary on the variances.
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FP&A & CFO Advisory
Connect cash flow, budgets, forecasts and financial models to the decisions ahead.
Your next step
When a decision needs numbers behind it
This work starts from the question your team has to answer and the records available to answer it, rather than from a fixed reporting template.
- You need a clearer view of cash flow, budgets and forecasts.
- You want CFO guidance for strategic financial decisions.
Fractional CFO work covers budgets, forecasts, financial models, cash flow and the reporting that supports a board, an investor or a lender. It sits above the accounting: the numbers are closed and reconciled, and the question is what to do next.
Service scope
Where we can help
Discuss your current setup and priorities with the team to find the scope that fits your business.
The decisions the reporting has to serve are agreed first, along with who reviews the output before it goes to a board or an investor. Management owns the assumptions and the decisions themselves.
- The model works on the assumptions the business provides and is a management tool rather than a forecast of a result.
- Where a decision needs assurance, a valuation or a legal opinion, that comes from the relevant specialist.
- Cash flow management, budgeting, and forecasting
- KPI development and financial modeling
- Fractional CFO and strategic finance advisory
The work itself
How the advisory work runs
- Budgets and forecasts built from the drivers of the business: collections, payroll, committed spend and the timing between them.
- Financial models for a decision under review, with the assumptions written down so a change can be explained.
- Cash flow management that looks at timing rather than the bank balance alone.
- KPI development and commentary against the plan, so reporting states what moved and why.
What comes out of it
What the work produces
A model
Assumptions on one page, drivers connected, and scenarios for the decisions in front of the team.
An updated forecast
The forecast rolled forward with the changes discussed and documented.
Client examples
Client examples
Each example describes work already delivered for that client, not a promise of the same result.
- Panoplai: Outsourced financial management →
Invoicing and financial management moved off manual spreadsheets into a structured reporting setup that the founders could use with investors.
The wider finance function
Connected, not separate
Accounting, controllership, planning and CFO guidance support different needs. Explore the other areas of support as your priorities change.
Why Cypher →How it starts
Start with your business
A discovery call covers your challenges, goals and fit. A strategy call follows with recommended solutions and pricing.
See how Cypher works →Explore the experience and scope
Read our clients' stories and explore pricing based on your stage of growth, business model and transaction volume.
Let's talk about your finance needs
Tell us where your business is today and what you are working toward.
Contact Cypher →