Loading...
Loading...
For Bankers and Advisers
For bankers, lenders, M&A advisers and CPAs. When a client needs finance leadership, deal numbers or less manual work, I pick it up fast, do the work and leave the relationship with you.
Who I Help Your Clients With
Founder-led companies that have outgrown a bookkeeper but are not ready for a full-time CFO, and the buyers and sellers in a deal.
Monthly finance leadership: a reliable close, a cash forecast, board and lender reporting, and US GAAP reporting.
Refer when: A borrower whose reporting is late or thin, ahead of a credit review, a covenant test or a new loan application.
More on Fractional CFOFixed-fee numbers and documents for a sale or acquisition: normalised earnings, teaser, information memorandum, buy-side review and post-LOI investor memo. Also QoE readiness, so the numbers hold up when the lender’s quality of earnings provider reviews them.
Refer when: A mandate that needs its numbers ready before it goes to market, or a buyer who needs the seller’s figures read properly.
More on Deal SupportPractical automation of the manual finance and admin work that slows a growing company down, scoped to one measurable workflow first.
Refer when: A client whose team spends days a month on reconciliations, reporting or data entry.
More on AI AutomationHow a Referral Works
01
A short email to me and your client, or send me the context first and I will wait for your go-ahead.
02
A reply within one business day and a call with the client, with you on it if you want.
03
The client gets a clear scope and fee in writing before any work starts. No surprises for them or you.
04
With the client’s consent, I keep you updated at the points that matter to your file.
What You Get
Your client hears from me within one business day. You do not have to chase.
I do the work you referred. Tax and bookkeeping stay with you. If your client asks me for that work, I refer it back.
You made the introduction and it reflects well on you. Better numbers make your next conversation with the client easier.
FAQ
No. You stay the trusted adviser. I do the piece of work you referred, and report back to you if the client agrees. Tax and bookkeeping stay with you. If the client asks me for that work, I refer it back to you.
I reply to a referral within one business day and can usually speak to the client the same week.
I tell you and the client plainly, and point to someone better placed where I can. No hard sell.
No. I prepare the numbers and documents. The banker, broker or M&A adviser runs the process. Deal work is a fixed fee, agreed in writing before it starts.
I am a Chartered Accountant (South Africa), ex-PwC. Work is scoped in writing and covers US GAAP reporting as the client needs.
Get in Touch
Twenty minutes to meet, hear what your clients usually need and agree how you would like referrals handled. No obligation either way.
Book a 20-min CallTell me who you are. If you already have a client in mind, add a line about them. No names needed yet.