Service overview
HAMWEST CFO support is designed around your business priorities—cash visibility, planning, performance, reporting and decision support. Scope and cadence are agreed based on your needs.
Every engagement begins with a discussion of your current process, systems, reporting deadlines and the outcomes you need. We confirm the scope, responsibilities, frequency and deliverables before work begins.
Cash-flow planning
- Rolling cash-flow forecasts based on available data and assumptions
- Expected receipts, vendor payments, payroll and other major outflows
- Scenario modelling for best-case, expected and downside conditions
- Early visibility into potential cash pressure points
Budgeting and forecasting
- Annual budget development or review
- Monthly actual-versus-budget analysis
- Revenue, gross margin and operating-cost assumptions
- Forecast updates as performance and business conditions change
Management and performance support
- Monthly or quarterly financial review meetings
- KPI selection and performance dashboard design
- Margin, expense and profitability analysis
- Business-case and investment decision support
- Financial process and reporting improvement recommendations
Growth metrics and recurring revenue
- ARR and MRR tracking for businesses with recurring-revenue models
- Churn, retention and revenue movement analysis where data supports it
- Customer or product-level performance metrics where available
- Alignment of operating metrics with financial results
Typical deliverables
Deliverables are confirmed in the engagement proposal and may vary based on business complexity, record quality and service frequency.
- Cash-flow forecast and scenario views
- Budget and forecast reporting
- Management reporting pack and commentary
- KPI dashboard or metrics summary, as agreed
- Scheduled advisory review and action list
A clear working relationship
We aim to make responsibilities and open questions visible. You will know what information is needed, what is included in the agreed scope and which items require management, tax or other professional review.
Led by a hands-on accounting professional
Discuss your reporting, cash-flow and financial planning priorities with HAMWEST.
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