Offsite CFO
A senior CFO embedded in your business on retainer — the capability of a full-time hire, at 40–50% less cost.
There is a long stretch in a company’s life where an accountant is no longer enough and the finance function needs someone who can sit in front of a board, a bank or an investor and hold the room. That gap is where avoidable decisions get made: pricing set by instinct, cash managed by bank balance, and a fundraise attempted with numbers that don’t survive diligence.
Our Offsite CFO closes it. In practice this is close to a full-time engagement — the same reporting cycle, the same presence in management meetings, the same accountability you would expect from a CFO on your own payroll. What changes is the cost: clients typically spend 40–50% less than a comparable full-time hire, because they are drawing on a firm rather than carrying one senior salary alone.
The person leading your account is backed by the wider Ozmo bench — tax, audit coordination, payroll and financial modelling — so the harder questions get answered without you appointing another advisor.
What an Offsite CFO delivers
Management accounts
Monthly and quarterly, with board-ready commentary.
Cash flow forecasting
And active working capital management.
Budgeting and variance analysis
With regular financial performance review.
Banking and lender relationships
Managed directly, on your behalf.
Transaction support
Financial due diligence support for fundraising, investment or acquisition.
Cost and margin analysis
Cost structure review and margin improvement recommendations.
Systems oversight
ERP and accounting system review and improvement.
Team development
Finance team management and capability building.
Scenario modelling
For strategic and capital decisions.
Representation
In investor, board and bank meetings.
Built for these situations
- Growing companies that have outgrown their accountant
- Businesses preparing to raise capital or take on debt
- Family-owned businesses professionalising the finance function
- Companies whose finance team needs rebuilding around a senior lead
Why clients keep this with us
You get a senior finance leader your board, your bank and your investors take seriously, working at close to full capacity on your business — with the tax, audit and modelling bench of a firm standing behind them.
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