Who We Work With

Our Ideal Clients

We support small to medium-sized businesses that:

  • Operate as a company or structured business, with turnover between $500K and $10M (or are smaller but scaling fast)

  • Are privately owned and led by a Managing Director or founder actively involved in the business

  • Want a trusted, long-term CFO partner who can grow with them

  • Value clarity, financial confidence, and collaboration

  • Are led by purpose-driven founders or business owners who share our values

Why Clients Choose Us

  • We offer high-level CFO expertise tailored to the needs of small and growing businesses

  • We bring a blend of simplicity, strategy, and commercial insight to every engagement

  • We help you see the full financial picture—so you can plan, grow, and lead with confidence

  • Our size is our strength: responsive, hands-on, and personal

  • We’re practical, honest, and here to build lasting value—not just balance spreadsheets

Think We’re a Good Fit?

If this sounds like your business, let’s talk. A short conversation is often the best way to see if we’re aligned.

Book a Chat With Helene