I join your business as a part-time CFO and take responsibility for the numbers, the board reporting and conversations with lenders. I work alongside your finance team, giving them support and hands on technical help to automate the repetitive work.
Most finance teams lose days each month rebuilding the same spreadsheets. As part of the role, I use AI to build simple tools that do that work for them, with no new system to buy. See how I build them.
Client engagements, 2025–26. Figures anonymised.
Senior finance leadership, for the days a month your business needs it. I take ownership of the finance function, so you don't have to carry it yourself.
I sign off the monthly accounts, making sure they're right, on time and understood by the people who use them.
A clear monthly performance pack, focussing on the key business drivers and their associated financial impact.
A rolling 16 week cashflow forecast, so pressure shows up weeks ahead and there's time to act on it.
Someone to test plans, price the options and challenge the numbers before you commit.
I lead those conversations and explain the numbers, and the actions taken.
Your team gets a mentor, clear priorities and less time lost to manual work.
Taking on the CFO role doesn't mean replacing the people you already have. It means they have someone senior to work with, every month.
I set what matters each month and what can wait, so the team isn't pulled in every direction.
I review their work, explain the why behind the numbers, and help them build the skills to take on more.
When something doesn't add up, or a question comes from the board, they have a CFO to turn to.
A conversation about your business, where it's heading and what you need from finance to get there.
I spend time with your team and your numbers, then set out what needs doing and in what order.
I take on the role for an agreed number of days a month, and adjust as the business changes.
In the last ten years I have been Group Finance Director and CFO in two businesses. I have been part of the growth story in one business that grew rapidly over three years. I have developed the people and the processes to support this growth
Now I do that for growing businesses on a part-time basis, working closely with their finance teams. Chartered accountant (ACA), Chartered Management Accountant (ACMA) and Chartered Tax Adviser (CTA), based in Dorset.
Building a software application and deploying agentic AI are being talked about as if they were the same thing. In a finance team they are not. Why rules-driven work needs small, reliable apps, and the agent belongs with the judgement calls.
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The second in my series on automating month-end routines with AI. How I rebuilt a two-workbook Power Query stock reconciliation as a small app that translates warehouse names into the accounts' language and matches stock both ways round.
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The first in a series on automating month-end routines with AI. How I turned a fiddly four-spreadsheet payroll journal into a small app that checks the staff list, builds the Xero journal and explains pay changes.
Read more →A short call to understand your business and whether a part-time CFO is the right fit.