Finance & Performance
CFO-lite & Management Reporting
CFO services and outsourced finance support for growing businesses in Greece, combining management reporting, cash-flow visibility, budgets, KPIs and decision support.
The challenge
A trial balance is not a management report.
A growing business needs a monthly close, cash visibility, budgets, KPIs and clear commentary on variances — without necessarily hiring an in-house CFO.
Scope
What it may include
- Monthly closing calendar
- Management P&L and balance-sheet review
- Cash-flow forecasting
- Budget versus actual
- Working capital, receivables and payables
- KPI dashboard
- Rolling forecast and scenario modelling in Prime
- Monthly management meeting
Best suited to
Deliverables
Exact deliverables are agreed in the proposal and tailored to the actual case.
Best suited to
- Founder-led businesses
- Companies without an in-house CFO
- Management teams that need reliable reporting
What we deliver.
- Monthly management pack
- Cash-flow forecast
- Budget versus actual
- Action list
- Rolling forecast
Related services
Related areas that may be relevant.
The right path depends on the stage and complexity of the business.
Profitable but No Cash
Why profit and cash flow are not the same.
When a Business Needs CFO Services
Signals that management needs reporting and finance support.
Let’s look at what your business needs.
Tell us where your business stands today and what you need to organise. We will suggest a practical next step with a clearly defined scope.