Internal team
Own transaction confirmation, information updates, approvals and execution. Check available time, expertise and backup coverage.
MANAGEMENT QUESTIONS
We need financial leadership, but not a full-time CFO.
The need for a CFO depends on decision complexity and internal roles, not revenue alone. Before hiring full-time, you can define the functions needed for cash planning, investment and management meetings. Begin with upcoming decisions and the information and owners required.
YOUR CURRENT SITUATION
Does this sound familiar?
- The owner carries financial decisions alone.
- We need to consider fundraising and growth investment together.
- Management meetings end with reports instead of decisions.
Possible causes
Information preparation, decision support and execution responsibilities may be unclear, particularly when several investments are being considered at once.
Numbers to review first
| Measure | Meaning | Information needed | Use in a decision |
|---|---|---|---|
| Cash outlook | Cash remaining after a decision | Cash and debt schedules | Choose investment timing |
| Plan variances | Progress in growth and earnings | Business plan, actuals and KPIs | Decide whether to revise plans |
| Investment recovery | Cash generated against expenditure | Investment, margin and cost assumptions | Compare alternatives and downside |
| Action progress | Execution of agreed initiatives | Decisions, owners and deadlines | Review at the next meeting |
Who should hold each responsibility?
HOW AUREVIA HELPS
Support designed around your situation
- What we review
- Business plans, monthly figures, cash forecasts, proposed investment and financing, and meeting materials.
- What we work on
- We design the required combination of financial strategy, financing preparation, investment comparison and management meeting support.
- What we provide
- Plans and comparison materials, meeting issues and action lists with owners and deadlines. Frequency and participation are individually agreed.
- What we need from your team
- Share management policy and constraints, involve decision-makers and assign internal execution owners.
Specific tasks and deliverables are agreed in the engagement after understanding your situation.
Discuss this question ↗ROLES & RESPONSIBILITIES
Clear roles make the partnership work.
AureVia’s management BPO prepares information for decisions, while CFO support helps compare plans, funding and investments. Your company retains approval authority and responsibility for business decisions and execution. The exact work, deliverables and involvement are agreed in the engagement.
Fees are quoted individually after reviewing the work, transaction volume, state of records, number of businesses or entities, meeting frequency and required outputs. Initial setup, ongoing fees and additional-work conditions are clarified before the engagement.
Tax filings and tax advice are provided by separately engaged professionals, not by AureVia Inc. We coordinate with existing advisers where appropriate. Support does not guarantee financing approval, profit improvement or an increase in enterprise value.
Our independent professional partner ↗ILLUSTRATIVE EXAMPLE
A decision in context
This example explains the approach. It is not a client case study or a claim about results.
An illustrative company considering hiring and equipment investment can compare initial outlays, additional gross profit, fixed costs and recovery timing on consistent assumptions. The external CFO organizes information and issues, management decides the order, and internal owners execute. The next meeting reviews differences from the forecast.
Common questions
What does an external CFO do?
Cash planning, financial strategy, investment comparisons, financing preparation and management decision support can be included. This differs from routine bookkeeping. Scope and deliverables are agreed in the contract.
How should we choose a CFO partner?
Consider experience relevant to your issues, concrete deliverables, division of work, frequency, fee conditions and information handling. Discuss how the partner would support an actual decision.
Explore related questions.
01 / MANAGEMENT QUESTION
All management questions ↗I want to understand our business numbers.
Separate profit and cash, then connect monthly information to your next decision.
Explore the question ↗02 / MANAGEMENT QUESTIONI am concerned about cash flow or borrowing.
Map receipts, payments and repayments to identify when cash is lowest.
Explore the question ↗