Service 03 · Business
Financial intelligence
at your service.
An experienced CFO without the cost of a full-time hire. Dashboards, KPIs and informed decisions, for businesses that want to grow with rigour.
What we include
External CFO and Management Consulting
Dashboards & KPIs
Creation and maintenance of customised financial dashboards. Definition of the most relevant KPIs for your sector and business model.
Board Reports
Monthly preparation of executive reports: Balance Sheet, P&L, EBITDA, variance analysis and strategic recommendations.
Profitability Analysis
Margin analysis by product, service, client or channel. Identification of cost centres and profitability improvement opportunities.
Funding Support
Preparation of applications for EU funds (PRR, FEDER, Portugal 2030). Business plans, financial models and presentations for investors and banks.
M&A · Due Diligence
Company valuations, financial due diligence, negotiation support and structuring of acquisitions, sales or mergers.
Budgeting & Forecasting
Annual budget preparation, rolling forecasts and scenario analysis. Budget control with real-time variance alerts.
The process
How we work
Financial assessment
Analysis of the current financial situation, existing processes and management information needs.
Reporting setup
Definition of reporting structure, relevant KPIs and dashboard format adapted to your business.
Monthly reports
Monthly delivery of executive reports by the 15th. Analysis and decision meeting with management.
Strategic support
Availability for ad-hoc questions, support in negotiations and participation in meetings with investors or funders.
FAQ
Questions about External CFO
Yes, especially for growing SMEs that need quality financial information but cannot justify a full-time CFO. The External CFO model provides access to senior expertise at a cost proportional to company size.
Typically suitable for companies with turnover between €500,000 and €10M that want to scale with rigorous financial control.
EBITDA (Earnings Before Interest, Taxes, Depreciation and Amortization) measures operating profitability before financial and accounting effects. It is widely used to compare companies in the same sector and as a valuation basis.
Our monthly reports always include EBITDA with trend analysis and comparison against budget.
Yes. We support the preparation of applications for EU funds including PRR, FEDER and Portugal 2030, with business plan preparation, financial models and supporting documentation.
We work closely with specialist funding consultants to maximise approval probability and amounts receivable.
The executive report is delivered monthly, by the 15th of the month following the reported period. It includes Balance Sheet, P&L, cash flow analysis, KPIs and team commentary.
Additionally, we provide real-time dashboards through the client portal, updated as the month's accounting is processed.
Next step
Decide with data, not intuition.
Financial diagnostic in the first meeting.
Book a meeting