Financial strategy & forecasting
Translate business objectives into budgets, cash forecasts and scenario analysis. Review funding needs and the financial effects of growth plans using explicit assumptions.
Desire Financial Group
Outsourced CFO
Financial leadership, sized to your business.
Fractional financial leadership for budgeting, cash planning, management reporting and finance-team coordination.
01 / The perspective
Your numbers, in context.
When the business needs more than a set of reports, outsourced CFO support connects the numbers to leadership decisions. DFG helps establish financial priorities, develop forward-looking analysis and bring structure to conversations with your management team.
Who this is for
Growing companies that need financial leadership without committing to a full-time CFO role, and owners seeking a recurring planning partner.
02 / Areas of support
What we can work through together.
Management reporting & KPIs
Select measures that fit your operating model, build a consistent reporting package and explain performance against the plan. Focus on actionable information rather than reporting volume.
Board & lender packages
Organize financial information and commentary for board discussions or lender requests. Financing decisions, approval and lending terms remain with the relevant institutions.
Finance-team coordination
Clarify responsibilities, strengthen the close and reporting process, and coordinate with your accounting staff and external providers within the agreed scope.
Fractional CFO support does not guarantee financing, business performance or investment outcomes.
03 / The engagement
A thoughtful start.
A defined scope.
01
Assess the foundation
Review records, team responsibilities and the financial decisions ahead.
02
Build the cadence
Agree on reporting, planning meetings and the level of financial leadership required.
03
Lead with context
Review performance, update forecasts and help management evaluate its options.
04 / Before we meet
Useful starting points.
- Historical financial statements
- Budgets and cash forecasts
- Debt schedules and lender requirements
- Finance-team roles and current reporting packages
Do not upload sensitive documents to the public inquiry form. Arrange document sharing directly with the DFG team.
Common questions
How is this different from bookkeeping?
Bookkeeping records and organizes transactions. CFO support interprets reliable financial information, develops plans and helps leadership evaluate forward-looking decisions.
Will DFG make business decisions for me?
Management retains decision-making authority. DFG provides analysis, context and agreed financial leadership support; the responsibilities are documented in the engagement.
Is there a fixed monthly package?
The appropriate cadence and scope depend on your reporting needs, team and complexity. Fees and deliverables are discussed before the engagement begins.