CFO Advisory
Strategic finance leadership — with the capacity to run your whole finance function.
A CFO engagement with Zaffre is an implementation program, not just advice.
We run your financial rhythm and weave finance, commercial strategy, and governance through everything — reporting, cash, structure, incentives, systems, and banking.
We run your financial rhythm and weave finance, commercial strategy, and governance through everything — reporting, cash, structure, incentives, systems, and banking.
Most clients retain us on a monthly program; scope scales up or down as needs change.
What We Do
The operating lanes we lead and implement.
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Run the finance cadence — month-end, board rhythm, and decision flow so actions land on time.
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Operate an Outsourced Finance Department — our internal team covers as much or as little as you need; work is allocated by level (analyst → senior → CFO) for value-for-money.
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Align group structure & governance — entities, intercompany flows, director loans/remuneration, board calendar, and decision logs.
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Build and maintain an R&D/Grants pipeline — proactively assess eligibility (current and upcoming work), capture evidence from day one, align spend to eligible categories, and run a rolling opportunity calendar; coordinate preparation and lodgement with Registered Tax Agents and grant specialists so anything eligible — or soon to be — is identified early and progressed on time.
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Manage capital & banking relationships — lender/investor materials, runway and sensitivities, covenant visibility, and funding timing.
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Tighten systems & controls — chart of accounts, cost centres, approvals, reconciliations, dashboards, and audit trail.
What We Deliver
You receive board-ready packs, structured finance workflows, governance frameworks, funding roadmaps, and R&D/grant artefacts — all tailored for clarity, compliance, and growth. With on-call CFO support, every decision is backed by accountable insights, fast turnaround, and defendable documentation.
CFO Pack &
Priority Actions
A monthly, board-ready report with executive commentary, KPIs, and a short, accountable action register.
Outsourced Finance Runbook
& SLAs
Documented workflows for AP/AR, payroll, bank recs, journals, and the close — with owners, timings, and service levels.
Governance
& Structure Dossier
Options to simplify entities and inter company flows, a director remuneration framework and decision/board calendar.
R&D, Grants & Incentives Pack
A complete set of artefacts that converts opportunities into on-time claims and a claim-status dashboard coordinated with Registered Tax Agents/grant specialists.
Capital, Banking & Funding Pack
Lender/investor deck, sensitivity views, covenant dashboard, and a funding roadmap tied to strategy. Funding conversations become predictable.
On-call CFO & Ad-hoc Coverage
Everything else you need, when you need it. Run anything past us — board questions, scenario checks, urgent reviews. we triage, turn around, and close the loop fast.
Want to Learn More?
Let’s discuss how this could work for your business.
We take on a limited number of CFO clients each year, and work only where we can make a measurable impact.