Services
Financial leadership to support better decisions.
The Kaizen CFO provides fractional financial leadership for owner-managed industrial and manufacturing businesses.
The focus is not on reporting for its own sake, but on putting the right foundations in place so decisions can be made with clarity and confidence.
Support is flexible and tailored to the stage the business is at - whether that’s stabilising cash flow, improving visibility, preparing for growth, or navigating a significant change.
Financial leadership & decision support
Acting as a senior financial leader within the business, not an external adviser.
This includes interpreting what the numbers actually mean, supporting key decisions, and contributing at leadership or board level. The aim is to provide clear, practical financial perspective so owners and directors can make informed choices without being overwhelmed by detail.
Financial leadership & decision support
Acting as a senior financial leader within the business, not an external adviser.
This includes interpreting what the numbers actually mean, supporting key decisions, and contributing at leadership or board level. The aim is to provide clear, practical financial perspective so owners and directors can make informed choices without being overwhelmed by detail.
Cash flow & liquidity control
Making sure cash is understood, planned, and managed - not reacted to.
This typically involves designing and implementing weekly cash management and rolling 13-week cash flow forecasts. The focus is on visibility and control, so cash pressures are anticipated early and managed calmly.
Cash flow & liquidity control
Making sure cash is understood, planned, and managed - not reacted to.
This typically involves designing and implementing weekly cash management and rolling 13-week cash flow forecasts. The focus is on visibility and control, so cash pressures are anticipated early and managed calmly.
Management reporting & KPIs
Replacing hindsight reporting with information that is genuinely useful.
Management reports and KPIs are designed to be regular, timely, and relevant to how the business actually operates. The emphasis is on clarity: fewer reports, better information, and metrics that support decision-making rather than just compliance.
Management reporting & KPIs
Replacing hindsight reporting with information that is genuinely useful.
Management reports and KPIs are designed to be regular, timely, and relevant to how the business actually operates. The emphasis is on clarity: fewer reports, better information, and metrics that support decision-making rather than just compliance.
Planning, budgeting & forecasting
Turning plans into numbers that can be tested and trusted.
Support includes annual budgets, rolling forecasts, business planning, and scenario modelling. This allows owners to explore options, understand trade-offs, and see the financial impact of decisions before committing to them.
Planning, budgeting & forecasting
Turning plans into numbers that can be tested and trusted.
Support includes annual budgets, rolling forecasts, business planning, and scenario modelling. This allows owners to explore options, understand trade-offs, and see the financial impact of decisions before committing to them.
Commercial & operational finance
Understanding where value is really created - and where it leaks.
This covers margin protection and improvement, costing and pricing, lean techniques, restructuring, and profitability analysis by product, customer, or channel. It also includes investment appraisal, make-or-buy decisions, and assessing project or contract profitability.
Commercial & operational finance
Understanding where value is really created - and where it leaks.
This covers margin protection and improvement, costing and pricing, lean techniques, restructuring, and profitability analysis by product, customer, or channel. It also includes investment appraisal, make-or-buy decisions, and assessing project or contract profitability.
Stakeholder & transaction support
Providing clear financial leadership in high-stakes moments.
Support may include working with funders, preparing for fundraising or refinancing, preparing for exit, supporting acquisitions or disposals, and managing financial due diligence. Communication is clear, structured, and grounded in the reality of the business.
Stakeholder & transaction support
Providing clear financial leadership in high-stakes moments.
Support may include working with funders, preparing for fundraising or refinancing, preparing for exit, supporting acquisitions or disposals, and managing financial due diligence. Communication is clear, structured, and grounded in the reality of the business.
Team development
Ensuring the finance function is fit for purpose.
This involves reviewing the existing finance team, identifying gaps, and helping ensure the right people are in the right roles. The goal is a finance function that supports the business effectively, without unnecessary complexity.
Team development
Ensuring the finance function is fit for purpose.
This involves reviewing the existing finance team, identifying gaps, and helping ensure the right people are in the right roles. The goal is a finance function that supports the business effectively, without unnecessary complexity.
Risk management
Identifying and managing risks before they become problems.
This includes understanding key financial, operational, tax, and compliance risks, and putting appropriate controls in place. The focus is on proportionate, practical risk management - not box-ticking.
Risk management
Identifying and managing risks before they become problems.
This includes understanding key financial, operational, tax, and compliance risks, and putting appropriate controls in place. The focus is on proportionate, practical risk management - not box-ticking.
Funding
Making sure funding supports the business, not constrains it.
Support includes assessing funding needs, maintaining relationships with funders, and ensuring facilities remain appropriate as the business evolves. Funding decisions are approached with long-term sustainability in mind.
Funding
Making sure funding supports the business, not constrains it.
Support includes assessing funding needs, maintaining relationships with funders, and ensuring facilities remain appropriate as the business evolves. Funding decisions are approached with long-term sustainability in mind.
Systems & financial controls
Getting the basics right before anything else.
This includes reviewing existing systems, selecting and implementing appropriate tools, and improving financial controls. The aim is reliable information, reduced manual effort, and systems that support growth rather than hinder it.
Systems & financial controls
Getting the basics right before anything else.
This includes reviewing existing systems, selecting and implementing appropriate tools, and improving financial controls. The aim is reliable information, reduced manual effort, and systems that support growth rather than hinder it.
Not sure what support would be most useful?
The first step is a conversation to understand your business, where it’s heading, and where financial clarity would make the biggest difference.
If it’s a good fit, we’ll talk about next steps. If it’s not, you’ll leave with a clearer view either way.
Not sure what support would be most useful?
The first step is a conversation to understand your business, where it’s heading, and where financial clarity would make the biggest difference.
If it’s a good fit, we’ll talk about next steps. If it’s not, you’ll leave with a clearer view either way.