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CFO Advisory & Reporting Support

Senior finance capability for businesses that need the output of a CFO without carrying the cost of one.

Discuss a deal Engagement models

What we take on

Often the same businesses we meet through a transaction need ongoing finance support afterwards. The reconciled databook is already the right foundation for it.

  • Monthly reporting packs. Board-ready reporting with commentary, built on a stable chart of accounts.
  • FP&A. Budgets, rolling forecasts, variance analysis and the drivers behind the numbers.
  • KPI dashboards. The handful of metrics that actually run the business, updated automatically.
  • Investor reporting. Quarterly packs for funds and shareholders in the format they expect.

Outputs you receive

  • Monthly reporting pack with P&L, balance sheet, cash flow and written commentary.
  • Rolling forecast model updated on an agreed cadence.
  • KPI dashboard fed from source systems rather than manual re-entry.
  • A documented close process so the pack does not depend on one person's memory.

Where automation earns its keep

Automated reconciliation

Bank, ledger and invoice matching handled by rules and AI parsing rather than by hand.

Dashboard pipelines

Data pushed into Looker or Power BI on a schedule, with anomaly alerts.

Model maintenance

Forecast refreshed each cycle without rebuilding the model.

Frequently asked questions

Is this a fractional CFO service?

It is the execution layer beneath one. We produce the reporting, forecasting and analysis; strategic and fiduciary decisions stay with your own CFO or board.

What is the minimum engagement?

One reporting cycle. Most clients start with a single month's pack to see the standard before agreeing an ongoing cadence.

Can you work with our existing accounting system?

Yes. We work with the ledgers and systems already in place rather than requiring a migration.

Reporting taking too long each month?

Send last month's pack. We will show you what to automate first.

Book a consult Get the data-request list

Or email abhishek.bhandari@zionadvisor.com directly.