CFO Services

Get the strategic clarity you need to grow. Our CFO Services are tailored for both SME and professionals seeking smart financial leadership.
Professionals

Provide fractional, high-level financial leadership tailored to your business stage. Be it a startup, family businesses, or corporate-grade enterprise. We deliver board-level guidance, without the cost of a full-time CFO.

  • Strategic decision-making and growth planning
  • Budget planning, and financial forecasting
  • Shareholders report
  • Performance improvement, operational metrics monitoring
Strategic decision-making and growth planning
Budget planning, and financial forecasting
Shareholders report
Performance improvement, operational metrics monitoring
Small & Medium Enterprise

Managing business finances can be overwhelming, from bookkeeping to tax planning. Our CFO Services help you understand your numbers and make confident decisions, without the cost of a full-time CFO.

  • Growth-focused decision
  • Budget planning, and financial forecasting
  • Monthly financial report
  • Performance improvement, business dashboard
Growth-focused decision
Budget planning, and financial forecasting
Budget planning, and financial forecasting
Performance improvement, business dashboard
The CFO you can trust.
> 90%
Report Accuracy

Fewer unexpected transactions enable better forward planning.

100%
Report Timelines

On-time reports keep teams disciplined and support timely decisions.

3x
More Marketable

Greater external attention, which also helps attract senior finance talent.

5x
Time Efficient

Faster results than building in-house, with no drop in quality.

Why use Credentia CFO Services.
It's like having a CFO, Financial Controller, and VP of Corporate Finance but paying 70% less.
No commitments, start in as little as 1 month.
Our CFOs can start immediately
Our CFOs are tried and tested with experiences in all aspects of finance, accounting, and tax
Get access to the whole team of experts at Credentia, ready at your service
Services
Financial Planning and Analysis.
OUR SERVICES INCLUDE:
  • Comprehensive Financial Forecasts
  • Budgeting
  • Variance Analysis to Evaluate Performance Against Goals
  • Identify Areas for Improvement
We leverage financial data to drive informed decision-making and strategic planning. Our goal is to empower you with actionable insights that enhance profitability, mitigate risks, and support long-term sustainability. Our insights will guide you in:
  • Navigating complex market dynamics
  • Optimizing resource allocation
  • Capitalizing on growth opportunities
Growth or Expansion Strategy.
OUR SERVICES INCLUDE:
  • Estimating Market Size And Competitive Landscape Analysis
  • Primary Research And Product-Market Fit Assessment
  • Benchmarking Analysis And Best Practices
  • Roadmap And Action Plan Development
  • Execution And Monitoring
Our Market and Business Insights service empowers businesses to strategically expand their market presence and capitalize on emerging opportunities. We help you with:
  • Strategic Market Entry and Expansion
  • Best Practices and Insights
  • Comprehensive Roadmap and Action Plan
  • Risk Mitigation and Return Maximization
  • Sustainable Growth and Competitive Edge
Corporate Actions and Investor Relations.
OUR SERVICES INCLUDE:
  • Oversee Investor Communications
  • Prepare Compelling Investor Reports
  • Coordinate Corporate Transactions
    e.g. mergers, acquisitions, or initial public offerings (IPOs)
Our module manages critical interactions with stakeholders to enhance transparency and investor confidence. By cultivating strong relationships with your investors, we help bolster your reputation and navigate strategic initiatives with confidence. We’ll help you to:
  • Efficiently manage due diligence process
  • Negotiate investment terms
  • Oversee the seamless execution of transactions
Performance Improvement.
OUR SERVICES INCLUDE:
  • Analyze Current Processes
  • Identifying Bottlenecks Or Inefficiencies
  • Implementing Solutions To Optimize Performance
  • Reevaluating Organizational Structures
  • Refining Workflows
  • Adopting New Technologies
  • Providing Training To Employees
Performance Improvement involves identifying and implementing strategies to enhance a company’s operational efficiency, productivity, and overall effectiveness. By continuously monitoring performance metrics and adapting strategies as needed, organizations can sustain improvements over time and remain competitive in dynamic markets.
  • Reduce costs
  • Increase revenue
  • Improve customer satisfaction
  • Achieve sustainable growth
  • Drive innovation
  • Maximize long-term profitability
How it works.
Tell us about your current business situation—financial, operational, or strategic. Whether it's unclear numbers, stalled growth, or performance gaps, we start by understanding your needs and goals.
1. Share Your Challenges
2. Get Matched with the Right CFO & Solutions
We’ll assign our experts led by our fractional CFO, carefully selected based on your industry and unique needs. Alongside, we’ll assess your operations and craft a tailored strategy to improve financial health and business performance.
3. Drive Sustainable Growth
Our team guides your decision-making with real data extracted from your business. Allowing you make growth decisions for your business with confidence, and achieve long-term success.
Frequently Asked Question

What is a CFO Service?

A CFO Service gives you high-level financial leadership without hiring a full-time Chief Financial Officer. Analyse your business and plan your future decision-making strategically.

How is this different from hiring an accountant?

You are not hiring a person with accounting experience, you are hiring an organization that answers to your business needs with people from finance, accounting, and tax background.

Do I need a CFO Service if my business is small?

Yes, especially if you want to grow. Even small businesses benefit from expert budgeting, cash flow management, and guidance for better decisions.

How much does it cost?

Definitely cheaper and less-risky than hiring a full-time CFO. You pay only for the services you need, without employee benefits and severance payments.

Can you work with my existing finance or accounting team?

Absolutely. We can guide and support your team, or provide complete financial leadership if you don’t have one.

Will you handle taxes too?

Yes. We can coordinate with tax consultants or manage tax planning and compliance as part of your financial strategy.

How will I receive updates on my business finances?

Our CFO Team will be working directly in the same group with you, so you’ll get clear, easy-to-read financial reports and recommendations—monthly, quarterly, or as often as you need.

Can you help with fundraising or investor relations?

Yes. We prepare financial models, reports, and strategies to attract investors, secure funding, or prepare your business for sale.

30+ clients have trusted our CFO-as-a-Service.
Are you next?
We offer valuable insights to help you get answers to your business problems
Schedule Your Session Now