CFO Support Services

Not every business needs a virtual CFO to run the whole function — sometimes an existing team or CFO just needs senior support on a specific area, a project, or a busy period.

The firm provides that targeted support — strengthening reporting, planning, controls, or a one-off project — alongside your own people.

CFO support can cover, including:

• Strengthening the management reporting and MIS
• Building or refreshing budgets and forecasts
• Setting up or reviewing financial controls
• Support on a specific project — funding, system change, due diligence
• Covering a peak period or an interim gap

1. 01

   Define the need

   Agree the specific area or project where support is needed.

2. 02

   Plan

   Scope the work and how it fits with your team.

3. 03

   Deliver

   Provide the support alongside your finance function.

4. 04

   Hand over

   Leave the team stronger, with what we built embedded.

PBT supports your finance team where it needs senior input, without taking over.

• Targeted help on the area that needs it
• Works alongside your existing team or CFO
• Flexible — a project, a peak, or an interim gap
• Leaves the function stronger
• Scope, deliverables, and fees agreed in writing up front

• How is this different from a virtual CFO?

  A virtual CFO owns the whole finance function; CFO support is targeted help on a specific area or project, working alongside your existing team.

• Can you cover an interim CFO gap?

  Yes. We can provide interim support to bridge a gap until a permanent hire is in place.

• How long does it take?

  It depends on the need — a project may be a few weeks, interim cover longer. We scope it with you.