OUR PARTNERSHIP

CFO Partnership

An executive partner, beyond your organization.

OUR APPROACH

An executive partner, beyond your organization.

Turn your growth ambitions into a plan that works for both the business and its finances. As an external executive partner, AureVia works through the same questions as the business owner. Our support extends from preparing information to comparing options, making decisions, coordinating stakeholders and reviewing execution.

Cash management and growth investment need to be considered together. Teams may use different numbers, while management meetings struggle to reach decisions. We design the CFO functions your company needs around its stage of development and internal team.

WHAT WE WORK ON

Support for decisions and execution.

01

Connect business plans and financial strategy.

We consider investment in people, equipment and advertising alongside sales and profit objectives, including when cash will be needed. Comparing earnings and cash under several scenarios helps determine funding needs and financing options. Plans for lenders and investors should reflect the realities of the business.

02

Make management meetings a place for decisions.

We establish shared numbers, issues and options before the meeting. Discussion goes beyond reporting budget variances to resource allocation and changes in direction. Decisions, owners and deadlines are recorded so execution and outcomes can be reviewed at the next meeting.

03

Build capabilities that stay with the company.

We agree roles with the owner, accounting staff and business leaders, working with existing advisers and specialists. The aim is not to place everything with one CFO, but to make updating numbers and using KPIs part of everyday operations. Scope and meeting participation are agreed around your needs.

TOGETHER, WE BUILD

What we put in place

  • Aligned business plans, financial strategy and cash forecasts
  • Options and decision materials for financing and growth investment
  • Management meetings built around budgets, actuals and KPIs
  • Management systems and support for execution after decisions

Scope, staffing and working arrangements are designed individually after reviewing current operations and management priorities.

HOW WE WORK

From your current position to the next decision.

01

Understand management issues and internal responsibilities

02

Connect business, investment and cash plans

03

Support management meetings and execution

04

Review results and capabilities for the next stage

BEFORE WE START

Can you work alongside our accounting team and advisers?

Yes. We clarify responsibilities for day-to-day accounting and specialist work, then design the CFO function that turns their information into management decisions. Where monthly information needs improvement, we can combine this with management BPO.

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 ↗

Start with a question you are facing.