Strategic Engine
Everything in Financial Clarity, plus an ongoing strategic CFO partnership that provides the financial leadership, commercial insight and business modelling needed to navigate significant decisions, accelerate growth and lead with confidence.
Built for service businesses ready to move from reports to decisions.
- Service businesses turning over $2M+ and scaling
- Business owners making high-impact strategic decisions
- Leadership teams seeking an experienced financial partner around the table
- Businesses planning for growth, investment, acquisition or succession
The work, the deliverables, the outcome.
Strategic financial planning
Annual and rolling financial plans aligned to your business strategy, capacity and growth objectives.
Leadership reporting
Board-ready reporting designed to support strategic discussions and confident decision-making.
Scenario modelling
Test pricing, hiring, investment and growth scenarios before committing resources.
Margin & pricing oversight
Monitor profitability, optimise pricing decisions and understand contribution across your service lines.
Cash & capital strategy
Strengthen cashflow, optimise working capital and make informed decisions about debt and capital investment.
Strategic CFO partnership
An experienced CFO working alongside your leadership team through monthly and quarterly strategic planning and review.
Outcome
- Strategic decisions backed by evidence, not instinct.
- Leadership aligned around a single source of financial truth.
- Greater confidence in growth, profitability and cashflow decisions.
- An experienced strategic finance partner without the cost of a full-time CFO.
The patterns this engagement is built to break.
Strategic decisions are delayed by incomplete or conflicting financial information
Pricing decisions are based on precedent rather than profitability
Leadership lacks a structured financial forum for strategic decision-making
Growth plans aren't tested against cashflow, capacity or profitability
The owner is carrying the financial strategy alone
How the engagement runs.
- Stage 1
Align
We align your financial strategy with your business goals, establishing priorities, performance measures and a roadmap for growth.
- Stage 2
Advise
Through regular strategic reviews, we analyse performance, challenge assumptions and provide financial guidance to support better decisions.
- Stage 3
Accelerate
Working alongside your leadership team, we help you identify opportunities, manage risk and drive sustainable business growth.
Direct answers to the questions operators actually ask.
Do we need Financial Clarity before Strategic Engine?+
No. Financial Clarity is included as part of Strategic Engine. This service combines an embedded finance function with ongoing strategic financial leadership, giving you both the operational foundation and the CFO guidance needed to make confident business decisions.
How often do you meet with us?+
You'll have scheduled monthly and quarterly strategic meetings, plus unlimited phone and email access for advice as significant decisions arise. We're there when you need a sounding board, not just when the calendar says so.
What kinds of decisions can you help us with?+
From pricing, hiring and cashflow planning to growth, acquisitions, investment and business restructuring. Strategic Engine provides the financial insight and commercial perspective to support your most important decisions.
Is this the same as a Fractional CFO?+
It's more than a traditional Fractional CFO service. Strategic Engine combines ongoing strategic financial leadership with an embedded finance function, giving you the insight, reporting and operational support to turn strategy into action.
Ready to move?
Book a Financial Clarity Review — a structured conversation about where your finance function is now and what it needs to become.