Start with the organisation
We begin with what you are trying to achieve, what is creating pressure and what support already exists.
How I can help
Financial support shaped around your organisation.
iuvo.solutions provides ongoing financial management, Virtual CFO support, and clearly scoped financial advisory or project support for purpose-driven organisations.
The right arrangement depends on your organisation's needs, internal capacity and stage of development. We can work that through together.
Ongoing financial management
Financial information you can understand and use.
Regular financial management should give management and the Board a clear view of the organisation's position, emerging issues and decisions ahead.
Support may include:
- Management reporting and commentary
- Annual budgets and reforecasting
- Cash-flow planning and monitoring
- Oversight of accounting processes and controls
- Support with Xero and related financial systems
- Preparation for year-end reporting and audit
- Liaison with auditors, payroll providers or other specialists
- Financial input into management and Board discussions
The emphasis is on reliable information, clear interpretation and appropriate follow-through, not simply producing another report.
Virtual CFO support
Senior experience without a full-time appointment.
An organisation may need experienced financial leadership before it needs, or can justify, a full-time CFO or senior finance role.
I can provide Virtual CFO support when:
- The finance team needs additional leadership, capacity or senior support
- The organisation is growing or changing
- Reporting, budgeting or cash management needs to be strengthened
- A finance role is vacant or being redesigned
- The Board needs greater confidence in the financial picture
- A significant funding, systems or organisational decision needs financial input
The role can combine hands-on financial oversight with advice to the chief executive and Board. The scope will reflect the authority, access and time available.
Governance and decision support
Helping leaders and Boards see what matters.
Financial questions often involve more than accounting. They may also raise issues about governance, funding commitments, delegated authority, organisational capacity, risk or the practical effect of a decision on staff and services.
I can help with:
- Board and management financial reporting
- Budgets, forecasts and financial scenarios
- Financial policies, controls and delegations
- Funding and contract implications
- Business cases and significant financial decisions
- Clarifying the financial and governance dimensions of an organisational issue
The aim is to make complexity manageable without concealing uncertainty or oversimplifying material risks.
Defined projects
Additional capacity for a piece of work that needs to move.
Sometimes an organisation has an important financial project but not the internal time or senior capacity to progress it.
iuvo.solutions can provide clearly scoped support for work involving financial management, reporting, budgeting, controls, accounting systems or related governance. This might include improving a reporting process, developing a budget or financial model, reviewing financial controls, or documenting an important finance procedure.
How an engagement works
A clear and practical way to work together.
Agree a useful scope
We clarify the work, responsibilities, access, timing and likely level of support.
Work collaboratively
I take responsibility for the agreed work, keep the relevant people informed and raise issues early.
Adjust when needed
If circumstances or needs change, we discuss that openly and adjust the arrangement.
A useful first step
Not sure what kind of support would be most useful?
You do not need to define the solution before making contact. Tell me what is happening in the organisation and we can consider whether iuvo.solutions is a good fit.
Start a conversation