Book

For individuals and small businesses

One day. A plan for your money.

A professional CFO for you and your business. You pay only for the days you need, not a full-time salary.

For you

Personal finances, goals, a plan for your money.

Products:

  • Day One — Financial Check-up
  • The Date — Goal planning
  • Personal CFO — Monthly subscription
My personal finances

For business

A CFO for your company, by the day.

Products:

  • CFO Day — SME diagnostic
  • Weekly CFO / Monthly CFO — Fractional CFO
  • Deal Day — Bank loan and investor packs
My company’s finances

01 Products

Six products: three for you, three for your business

Each product is a separate service with a clear result. Not sure which one? Start with Day One or CFO Day.

For you

  1. Day One Financial Check-up

    We review your income, spending and debts and write a 12-month plan.

    One-off serviceStart here

  2. The Date Goal planning

    A plan to reach a dated goal: how much, by when, and what to change.

    One-off service

  3. Personal CFO Monthly subscription

    Your own finance professional every month: check-ins, budget review, decisions before big purchases.

    Ongoing service

For business

  1. CFO Day SME diagnostic

    One day on your company’s numbers: cash flow, margins, costs, risks and a prioritised action list.

    One-off serviceStart here

  2. Weekly CFO / Monthly CFO Fractional CFO

    A CFO for a set number of days per week or month: reporting, budgets, cash management, bank relations.

    Ongoing service

  3. Deal Day Bank loan and investor packs

    A financial model, forecasts and a presentation pack for a bank loan or an investor.

    One-off service

02 Team

Your finances are in good hands

You work with finance professionals with Big 4 audit experience (EY and KPMG) and an ACCA qualification. You know in advance who will work on your money.

  • ex-Big 4
  • ACCA

Meet the team

Choose what you need: For you For business

03 How it works

Four steps to your plan

A week has seven days. One of them works on your plan.

  1. 01

    Book

    Send a request or message us on WhatsApp. We clarify the task and match you with a professional.

  2. 02

    A day of CFO work

    Your professional works through your numbers: income, spending and debts, or your company’s accounts.

  3. 03

    Your plan

    You get a written plan with concrete steps, amounts and dates.

  4. 04

    Follow-up

    We come back to the plan when you need it: check the results and adjust the steps.

Choose what you need: For you For business

04 How we make money

Only you pay us

You choose a product and pay for the professional’s days of work. That is all our income: we get no money from anyone else.

You pay for the professional’s days of work One Day CFO
Banks, brokers, insurers pay us nothing One Day CFO

  • You pay for the work

    You know the product’s price before we start. You pay only for the days the professional works on your finances.

  • Banks don’t pay us

    Many financial advisers get a percentage from a bank or broker when a client takes out a loan, insurance or a deposit. We get no such percentage from anyone.

  • So the advice is honest

    We gain nothing by selling you a loan or an investment. We advise what is best for your money, and you make the decision.

Choose what you need: For you For business

A CFO isn't only for corporations and the rich.

Where shall we start?