Find the Finance Support You Need

Each CRUX service is designed around a specific business problem. Use this page to identify the service that matches the issue you are trying to solve.

If your problem is: I need senior finance leadership but not a full-time CFO.

Fractional CFO Services

If your problem is: I do not know what is really happening in the numbers.

Financial Diagnostic and Visibility Review

If your problem is: I need a budget, forecast, or cash flow plan.

Budgeting, Forecasting and Cash Flow Planning

If your problem is: My reports do not help me make decisions.

Management Reporting and KPI Dashboards

If your problem is: Revenue is growing but profit is not improving.

Profitability and Margin Analysis

If your problem is: Finance processes are slow, manual, or unclear.

Finance Process Improvement

If your problem is: I need to understand the financial impact of a decision.

Financial Modelling and Decision Support

If your problem is: Finance needs to be redesigned for growth.

Finance Transformation Roadmap

If your problem is: We are preparing for banks, lenders, or investors.

Investor, Lender and Funding Readiness

If your problem is: Our accountants or bookkeepers need oversight.

Accounting Oversight and Finance Coordination

Service Lines

Fractional CFO Services

CFO-level finance leadership for businesses that need regular strategic support without hiring a full-time CFO.

  • Regular finance leadership meetings
  • Financial performance review and priorities
  • Cash position oversight
  • Support with strategic decisions
  • Coordination with accountants, bookkeepers, and advisors

Financial Diagnostic and Visibility Review

A focused current-state assessment of financial health, risks, reporting quality, and visibility gaps.

  • Financial health review
  • Cash flow visibility assessment
  • Reporting quality review
  • Profitability visibility review
  • Finance maturity scorecard and priority recommendations

Budgeting, Forecasting and Cash Flow Planning

Forward-looking financial planning for revenue, costs, profit, and cash.

  • Annual budget development
  • Rolling forecast
  • Cash flow forecast
  • Scenario planning
  • Budget assumptions and budget vs actual structure

Management Reporting and KPI Dashboards

Clear management reports and KPI dashboards that turn financial data into useful business insight.

  • Monthly management reporting pack
  • KPI selection and dashboard design
  • Budget vs actual reporting
  • Revenue, margin, and cash visibility
  • Performance commentary for leadership

Profitability and Margin Analysis

A focused review of where profit is made, lost, or under pressure.

  • Margin analysis
  • Service, product, customer, or project profitability
  • Pricing and discount review
  • Cost structure review
  • Margin improvement roadmap

Finance Process Improvement

Practical improvement of finance workflows, deadlines, controls, and accountability.

  • Month-end close improvement
  • Invoicing and collections workflows
  • Payment and expense approval processes
  • Roles and responsibilities matrix
  • Finance calendar and process roadmap

Financial Modelling and Decision Support

Decision-specific financial modelling for hiring, pricing, expansion, funding, investment, and strategic options.

  • Decision-specific model
  • Scenario and sensitivity analysis
  • Cash impact assessment
  • Break-even analysis
  • Decision support summary

Finance Transformation Roadmap

A strategic roadmap to redesign finance so it can support growth.

  • Current-state finance assessment
  • Target finance operating model
  • Reporting, planning, process, and systems roadmap
  • Finance role structure
  • 30/60/90-day action plan

Investor, Lender and Funding Readiness

Financial preparation for funding, debt, lender, and investor conversations.

  • Funding requirement analysis
  • Funding forecast and cash flow projection
  • Debt capacity review
  • Use-of-funds schedule
  • Investor or lender financial pack

Accounting Oversight and Finance Coordination

Coordination and quality control over bookkeepers, accountants, and finance outputs.

  • Accounting output review
  • Chart of accounts recommendations
  • Month-end reporting timetable
  • Finance provider coordination
  • Management reporting alignment notes

How CRUX Helps

CRUX is designed for owners and leadership teams that need finance to become clearer, more useful, and more connected to decision-making. The goal is not more complexity. The goal is better visibility, stronger control, and practical action.

Not sure which service fits your situation? CRUX can help identify the right starting point based on your current finance challenges and stage of growth.

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