YOUR STRATEGIC BUSINESS PARTNER
Financial expertise needed to make critical business decisions.
" It doesn't make sense to hire smart people and then tell them what to do; we hire smart people so they can tell us what to do. "
~ Steve Jobs
What We Offer
YOUR OWN PART-TIME CFO OR FD
Your business needs one, but a full-time resource is just too expensive. We can fulfil that part-time CFO/FD role your business always needed.
VIRTUAL CFO
A professional who assists you in establishing strong financial controls in your business.
BOARD REPRESENTATION
Do you need a seasoned finance executive on your board, SM2 is there to assist you in this regard.
TRANSACTIONAL SERVICES
If you need sound financial and commercial advice with a deal or a negotiation process, then SM2 can be the sounding board to help guide you in the right direction, the founder directors have a vast array of experience in dealing with various business challenges.
STRATEGIC ADVICE
If your company is in need of strategic advice from a financial executive to assist with your growth strategy, then our CFO services might be just what the doctor ordered.
RISK MANAGEMENT & GOVERNANCE
The SM2 CFO Service offering includes risk management provided by Chartered Accountants with extensive local and international experience.
BUDGETING & FORECASTING
Maybe your business has never prepared a budget or a forecast and this is one of your weaknesses, then our CFO Service can fill this important gap.
COST ANALYSIS & MODELS
If you are concerned that your product costing is incorrect and that you might sell at the wrong profit margin, then our experts can assist you with a proper analysis and provide detailed costing models to support your business needs.
BRINGING THE EXPERTISE
To manage and grow your business
Our CFO Services
At SM Squared we are dedicated to providing comprehensive CFO services to our clients through one of our experienced directors or associates, all of whom are Chartered Accountants that have served with The Big 4 accountancy firms and who have more than 10 years experience in senior roles.
Our CFO-level Business Advisory Service gives you a professional who partners with you to help guide your business to success bring the financial expertise needed to make critical business decisions.
Our Business Advisory Service is headed up by David Stoltz who will be the primary point of contact on all initial engagements. David will determine the particular needs of each business by taking a hands-on, focused approach. If he does not take on the role himself, he would then assign an appropriate and fully qualified individual to fulfill the specific needs of the CFO engagement.
Due to the specific nature of certain industries or some client’s requirements, there will be needs that we cannot fulfill, but we would naturally advise if this is the case before any engagement.
Contact us for more detail and your free initial consultation
How It Works
As your CFO, we operate as your strategic business partner, when and where you need us, helping you to accelerate your business. The appointed CFO will visit the client site as often as necessary and work with employees in order to develop a thorough understanding of the clients business, finances, culture and people, but more importantly to help our clients grow, prosper, and achieve their goals.
In essence, the CFO becomes a member of the team and if required by the client, the CFO will take on a role title of “Interim CFO”, which will include a client email address, client business cards, etc. This is often very important to clients, especially to those who wish to show that they have a financial expert on board, often an essential requirement if the client is looking to raise finance, obtain investment, etc.
OUR CLIENTS INCLUDE
