Services
CFO Advisory & Financial Strategy
Senior financial leadership without the overhead of a full-time CFO.
Overview
Not every business needs a full-time Chief Financial Officer — but every business needs strategic financial leadership. Harrison & Morgan provides retained CFO advisory services that deliver board-level financial counsel, investor-grade reporting, and strategic oversight.
We act as your outsourced finance function or complement your existing team with senior-level expertise.
Key Features
- Strategic financial planning & forecasting
- Investor relations & due diligence support
- Management reporting & KPI frameworks
- Cash flow architecture & treasury strategy
- M&A advisory & business valuation
- Budgeting and variance analysis
- Board pack preparation
- Working capital optimisation
Who This Service Is For
- SMEs preparing for investment or acquisition
- Family businesses seeking professional financial oversight
- Startups needing investor-ready reporting
- Enterprises between full-time CFOs
- Businesses undergoing rapid growth or restructuring
How It Works (4-Step Process)
Step 1: Financial Diagnostic
We assess your current financial reporting, controls, and strategic gaps.
Step 2: Engagement Model
We define the scope — monthly reporting, quarterly advisory, or full retained CFO.
Step 3: Implementation
We deliver KPI frameworks, forecasting models, and reporting packs.
Step 4: Ongoing Partnership
We provide continuous strategic counsel and board-level support.
Bring senior financial leadership to your business — on your terms.
Have questions or need more details? Fill in the form and we’ll guide you through the service, schedule, and enrollment process.