Services
Engagements shaped around what your finance function actually needs.
I take on a small number of clients at a time. Each engagement is scoped together — fractional CFO retainer, defined project, or advisory.
01
Fractional CFO
Organisations that need strategic finance leadership without the overhead of a full-time hire.
Includes
- —Board and investor reporting
- —Budget, forecast and runway management
- —KPI frameworks and unit economics
- —Cash flow and working capital
- —Fundraising support: DDQ, KYC, financial diligence
02
Finance from zero
Companies that have outgrown their bookkeeper and need real infrastructure.
Includes
- —Policies, processes and controls
- —ERP selection and implementation (NetSuite specialism)
- —Group reporting framework
- —Audit readiness
- —Month-end close optimisation
03
AI-enabled finance
Finance teams ready to stop doing work that an LLM can do better.
Includes
- —Workflow audit and automation roadmap
- —ERP + LLM integrations (NetSuite × Claude experience)
- —AI-generated analysis on top of reporting
- —Practical, finance-led — not a tech experiment
04
Advisory & coaching
Heads of Finance and early CFOs who want a sounding board.
Includes
- —Monthly 1:1 advisory
- —Hiring, structuring and developing finance teams
- —Process and reporting reviews
- —Difficult board conversations
05
International scale-up
Operators expanding into multiple jurisdictions and entities.
Includes
- —Multi-entity structuring and reporting
- —Transfer pricing
- —Regional finance operations setup
- —Tax incentive identification (FSI, grants, subsidies)
- —Regulatory compliance (SFC, GST, corporate tax)
AI Capabilities
AI is not a product I sell — it is how I work.
I use AI to make finance teams faster, sharper, and less burdened by repetitive work. That means automating workflows, surfacing insights that would take days to model, and building tools that operate inside the systems you already use.
- —Automated variance commentary from live ERP data
- —AI-generated board narrative drafts, refined by you
- —LLM-powered forecasting and scenario modelling
- —Custom finance agents connected to NetSuite / your stack
- —Prompt engineering and tool training for your team
Not sure which one fits?
Tell me what's broken. We'll work out the shape together.