What We Do
Four disciplines. One AI-augmented
financial office.
M&A Advisory
Losing sleep over deal terms you don't fully understand?
End-to-end support through mergers, acquisitions, and divestitures. We've sat on both sides of the deal table — acquiring two businesses and completing a successful business sale as CFO. AI accelerates our due diligence and financial modelling, but the judgment on deal structure and negotiation strategy stays human.
- AI-enhanced due diligence & financial analysis
- Financial modelling & valuation
- Term sheet negotiation
- Post-merger integration planning
AI-Powered Cash Flow Intelligence
Tired of cash flow surprises killing your growth plans?
Move beyond monthly spreadsheets. We deploy AI agents that monitor your cash position continuously, generate rolling forecasts automatically, and flag risks before they become crises. You get a live dashboard showing where your cash is today and where it's heading — and a fractional CFO who already knows your numbers before every conversation.
- Real-time cash position monitoring & dashboards
- AI-powered 13-week rolling forecasts
- Automated receivables aging & risk alerts
- Strategic CFO overlay — the judgment layer AI can't replace
"I've sat on both sides of the deal table — acquiring two businesses and completing a successful sale as CFO. Every service we offer was built from real decisions made under real pressure."
Tim Messieh, CA · Founder, Newport Pembury & Co
Get My Free Strategy CallAI & Finance Transformation
Paying for AI tools your team doesn't actually use?
Half of businesses have AI tools. Only a third see real value. The gap isn't the technology — it's the implementation. We assess your finance function, design your AI-augmented stack, deploy the agents, and manage the change. From Xero's AI to open-source ERP, from automated AP to AI-powered reporting — we make the transition seamless.
- AI readiness assessment & transformation roadmap
- Finance AI agent selection & implementation
- Process automation & workflow redesign
- Change management & team enablement
- Ongoing optimisation as AI capabilities evolve
Strategic CFO Partnership
Making million-dollar decisions without a CFO in the room?
AI agents handle your reconciliation, categorisation, and reporting. But who designs the strategy, challenges the forecast, and sits across from your banker? A senior financial partner embedded in your business — the human judgment layer that interprets what AI produces and turns it into decisions that drive growth.
- Board reporting & investor relations
- Strategic planning & AI-augmented budgeting
- Risk assessment & scenario modelling
- Debt restructuring & capital strategy
Engagement Models
Choose the level of financial leadership
your business needs right now.
Project
$5K per engagement
What founders get: A defined answer to one critical question
Scoped deliverables with clear timelines. Ideal for due diligence reviews, financial model builds, or system implementations.
- Defined scope & deliverables
- Typical 4–8 week timeline
- Full documentation handover
Retainer
$3K per month
What founders get: A CFO who already knows your numbers
AI-augmented financial leadership on a fractional basis. The most popular engagement for growth-stage companies seeking strategic CFO oversight with AI-powered execution.
- Real-time cash flow dashboard & alerts
- Board & investor meeting prep
- Strategic advisory on demand
- AI-powered reporting & forecasting
Interim CFO
Custom tailored scope
What founders get: A seasoned CFO embedded in your team
Full-time interim placement for companies in transition. M&A events, leadership gaps, or rapid scaling phases.
- Full-time embedded placement
- Executive team integration
- Custom engagement terms