Our services are designed to meet businesses where they are. Engagements can be led at the fractional CFO level, with controllership, bookkeeping, and systems support included where needed to build and run an effective finance function. But, every company’s needs are unique. That is why we develop a proposal after getting to know your business, allowing us to create the right mix of services for your needs. The goal is not simply to fill a role or add another hire. It is to build a sustainable finance function that gives your business the information, structure, and support it needs to operate and grow with confidence.
Fractional CFO
Senior financial leadership for businesses that need better decisions, stronger planning, and clear accountability without the cost or commitment of a full-time CFO.
We provide practical, hands-on CFO support for operators navigating growth, operational complexity, cash constraints, or changing business conditions. We turn financial information into forward looking insight so leadership can understand what is driving performance, where attention is needed, and what actions will have the greatest impact.
Support may include:
Cash flow forecasting, working capital management, and liquidity planning
Budgeting, forecasting, and financial planning
Profitability, margin, and operational performance analysis
Financial modelling for investments, projects, growth plans, or major decisions
Management reporting and KPI development
Board, lender, shareholder, or investor reporting support
Strategic decision support and financial leadership for owners and operators
Leadership and direction for the internal or outsourced finance function
The objective is not simply better reports. It is a finance function that gives management timely, reliable information and the financial leadership needed to make confident operational and strategic decisions.
Fractional Finance Operations & Controllership
Reliable financial operations that produce accurate records, timely reporting, and the discipline a growing business needs to scale.
A strong finance function depends on more than bookkeeping; it requires clear processes, ownership, controls, and a consistent reporting rhythm. We can oversee and strengthen the day-to-day financial operations that turn transactions into dependable decision ready information.
Support may include:
Month end close management and balance sheet reconciliations
Financial statement and monthly management reporting preparation
Bookkeeping oversight or delivery
Accounts payable, receivable, billing, and cash collection processes
Costing, project reporting, inventory, or margin reporting
Financial controls, approval processes, and documentation
Chart of accounts design and reporting structure improvements
Coordination with external accountants, tax advisors, lenders, and other stakeholders
This service is designed for businesses that need the finance function to run consistently and accurately, not just to keep the books current. It can stand alone where operational finance support is the immediate priority or form part of a broader CFO led engagement.
Finance Systems & Process Review
A practical assessment of your finance systems, workflows, controls, and reporting, followed by a clear plan for improvement.
As a business grows, finance processes often evolve around immediate needs rather than deliberate design. Spreadsheets multiply, systems stop talking to one another, reporting takes too long, and critical information becomes difficult to trust. We review the current state of the finance function and identify the most valuable opportunities to improve it.
The review may assess:
Accounting software, connected applications, and data flows
Month end close processes and reporting timelines
Financial reporting, KPI visibility, and management information needs
Costing, project tracking, inventory, or multi entity reporting requirements
Manual work, duplicate entry, spreadsheet reliance, and automation opportunities
Controls, approvals, roles, responsibilities, and documentation
Data quality, chart of accounts, and reporting structures
Capacity, skills, and the division of responsibilities across the team
You receive a prioritized set of findings and recommendations, focused on what will make the greatest practical difference. This can include quick process improvements, system configuration changes, automation opportunities, implementation priorities, tech stack changes, and a phased roadmap for building a stronger finance function.
Note: The three categories above are provided to help you understand what NorthPac can do for you and your business. But all engagements are customized for your needs and we begin almost all with a review of your finance systems and processes.
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