CFO as a Service

Need a finance director, but not a full-time one?

With CFO as a Service, P1P puts an experienced finance executive at your company's disposal, with a set number of hours and a monthly cap, for the decisions that cannot wait.

CFO agenda · monthIllustrative
  • Cash forecast reviewweekly
  • Meetings with banksas needed
  • Monthly results with the partnersmonthly
  • Investment appraisalon demand
Commitmenthours with a monthly cap

Financial decisions with someone who has made many of them

Cash and investment

Cash projection, payment priorities and investment evaluation.

Banks and credit

Negotiation with banks, debt structure and fundraising.

Planning

Budget, targets and results tracking with the executive team.

Governance

Routines, controls and reporting to partners and the board.

Signs that the company needs a CFO

Financial decisions fall on the owner

And they compete for time with everything else in the business.

A big decision is coming

Fundraising, investment, debt restructuring or a new partner.

The team is good at the routine

But no one is looking at the whole picture and anticipating problems.

Set hours, with a monthly cap

CFO as a Service works with an agreed hourly rate and a monthly cap on hours, adjustable in months of higher or lower demand. The scope, meeting routines and response time are set in the proposal.

It can be engaged on its own or together with P1P's financial BPO, which handles the routine while the CFO handles the decisions.

About CFO as a Service

What is CFO as a Service?

It is hiring an on-demand finance director, with a set number of hours and a monthly cap, instead of a full-time executive.

What is the difference between CFO as a Service and financial BPO?

Financial BPO runs the routine (payments, collections, reconciliation and the monthly close). CFO as a Service handles the decisions (cash, investment, banks and planning). The two can be engaged together.

How much does it cost?

The price depends on the agreed monthly hours and is presented in the proposal.

Does the CFO attend meetings with partners and banks?

Yes, when that is part of the scope agreed in the proposal.

Shall we talk about your situation?

Tell us in a few lines what is holding back your management. We reply with the next steps and, if it makes sense, a proposal with scope, deliverables and completion criteria.

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