This service is not bookkeeping, tax filing, dashboard setup, or a one-off model. It is ongoing CFO-level guidance focused on better leadership decisions.

Key Activities Under This Service

Ongoing Finance Leadership

Regular CFO-level support to help leadership stay focused on the most important finance issues.

  • Monthly or periodic finance leadership meetings
  • Review of financial priorities and risks
  • Action planning with the owner or leadership team
  • Escalation of financial issues that need attention

Financial Performance Review

A practical review of available financial information so leadership understands what the numbers mean.

  • Review of monthly financial results
  • Discussion of revenue, cost, profit, and cash trends
  • Identification of unusual movements or emerging risks
  • Management commentary and recommended actions

Cash Flow Oversight

Senior-level oversight of cash position, near-term obligations, and working capital pressure.

  • Review of cash position and upcoming commitments
  • Identification of short-term cash pressure
  • Guidance on payment timing and working capital priorities
  • Recommendations to improve cash discipline

Strategic Decision Support

Financial guidance for decisions involving growth, hiring, pricing, spending, debt, or operational change.

  • Review of decision risks and trade-offs
  • Challenge and validation of assumptions
  • Guidance on financial implications
  • Referral into detailed modelling where deeper analysis is required

Finance Function Oversight

Coordination of finance priorities across bookkeepers, accountants, tax advisors, and internal team members.

  • Coordination with external finance providers
  • Review of finance deadlines and priorities
  • Clarification of finance responsibilities
  • Oversight of finance improvement actions

Benefits for the Client

  • Access CFO-level expertise without the cost of a full-time hire
  • Make better decisions with senior financial input
  • Improve cash flow awareness and financial discipline
  • Reduce pressure on the owner as the default finance lead
  • Create clearer financial priorities and follow-through
  • Improve coordination across the finance function

Common Problems We Help Solve

  • We have an accountant, but no finance leadership.
  • I am making important decisions without enough financial input.
  • Cash flow feels unpredictable.
  • I do not know which finance issues need attention first.
  • The owner is too involved in finance coordination.
  • Our finance providers are not fully aligned.

Who This Service Is For

  • Growing businesses that need senior finance leadership
  • Owners who are not ready to hire a full-time CFO
  • Companies with accountants or bookkeepers but no strategic finance lead
  • Leadership teams making decisions around growth, cash, hiring, or profitability
  • Businesses preparing for growth, funding, or operational change

Deliverables

  • Monthly CFO review pack
  • Finance priorities tracker
  • Cash and performance review
  • Strategic decision notes
  • Finance coordination summary
  • Leadership meeting support

CRUX gives growing businesses access to CFO-level guidance, financial oversight, and decision support on a flexible basis.

Book a consultation with CRUX to discuss Fractional CFO support Arrow