HOW IT WORKS

Start with the situation, not the service

You don’t need to know exactly what kind of financial support you need before speaking to Steve.

Start by explaining what’s happening in the business, the decision you’re facing or where you need greater clarity.

From there, Steve can help work out the most useful next step.

Talk to Steve

It starts with a conversation.

Tell Steve what’s happening, what’s concerning you or what decision you’re trying to make.

He’ll ask questions to understand the situation and whether CFO-level support is likely to add value.

Understand the financial picture

If Steve can help, the next step is to understand the numbers behind the situation.

That may mean reviewing existing reports, accounts, forecasts or other financial information.

The aim is not to create more paperwork.

It’s to establish what is really happening and what deserves attention.

Identify what matters

Steve looks beyond the individual numbers to understand the bigger picture.

He identifies the issues, risks, opportunities and assumptions that could influence the decision ahead.

Sometimes the answer is straightforward.

Sometimes it uncovers something that needs a closer look.

Get an objective financial view

Steve explains what he sees in practical terms.

He may challenge assumptions, test different scenarios or highlight the financial consequences of the options available.

His role is to give you the perspective and information you need.

The decision remains yours.

Decide what happens next

The work may provide the answer you need as a stand-alone project.

Where further support would be useful, Steve will explain what he recommends and why.

That could be:

Financial Health and CFO Review
A wider look at the financial health of the business.
Project-Specific CFO Support
Focused work around a particular problem, opportunity or Financial T-Junction.
Ongoing Outsourced CFO Support
Continued CFO-level guidance where ongoing involvement would genuinely benefit the business.

There is no automatic move into an ongoing arrangement.

Support that fits the business

Every business is different.

The type, scope and level of support depend on what you actually need rather than a standard package or fixed timetable.

And if your existing bookkeeper, accountant or financial team is already producing the information Steve needs, he can work alongside them.

Ready to start?

You don’t need a perfectly defined problem or a prepared brief.

Tell Steve what’s happening and take it from there.

Frequently Asked Questions

How does working with Steve start?

It starts with a conversation. You explain what is happening in the business, the decision you are facing or where you need greater financial clarity.

What information do I need before speaking to Steve?

You do not need to prepare a complete financial pack before the first conversation. Once Steve understands the situation, he will tell you what information is needed.

What happens after Steve reviews the financial information?

Steve identifies what matters, explains what he sees and helps you understand the financial implications of the options available.

What happens after the initial piece of work?

The project may provide the answer you need. Where further support would genuinely help, Steve will explain what he recommends and why.

Can Steve work with my existing accountant or bookkeeper?

Yes. Steve can work with the information produced by your existing bookkeeper, accountant or finance team rather than replacing them.

Trusted by businesses that value clear financial guidance

SG&CO works with a range of established and growing businesses, providing practical financial support, objective perspective and advice they can actually use.