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Strategic Fractional CFO Services: High-Impact Financial Leadership for UK Tech & SaaS

Transition from reactive to proactive growth. Expert Fractional CFO oversight by Kishen Patel (BFP ACA), designed to extend your runway, professionalise your finance function, and maximise your SaaS valuation.

Is your finance function holding back your valuation?

You have reached the "Growth Inflection Point." Your spreadsheets are becoming unwieldy, your burn rate requires surgical precision, and your investors are asking for SaaS Metrics that your current systems simply cannot track. You don't need a full-time CFO at a £150k+ basic salary. You need a Strategic Financial Consultant who scales with your requirements. Consult EFC provides high-impact Fractional CFO services that transform your finance department from a cost centre into a competitive advantage.

✓ ICAEW Chartered Accountant   ✓ Big Four Trained
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Kishen Patel ACA - Fractional CFO

Core Fractional CFO Workstreams

Service What We Deliver The Value to You
Financial Modelling Dynamic 3-statement models (P&L, Balance Sheet, Cash Flow) tailored for SaaS subscription logic. Predict the future with precision; don't just report the past.
SaaS Metrics & KPIs Rigorous analysis of CAC, LTV, Churn, and MRR/ARR to track "Rule of 40" performance. Optimised Unit Economics that justify a significantly higher valuation.
Exit Readiness Full data room preparation, financial hygiene audits, and vendor due diligence support. Minimise "deal fatigue" and maximise the final EBITDA multiples in a sale.
Strategic Planning Annual budgeting, rolling 12-month forecasts, and scenario planning for fundraising rounds. Total alignment between your operational goals and your bank balance.

The Consult EFC Methodology

Accounting

Clean, investor-ready accounts that pass any due diligence with ease.

Planning

Strategic roadmapping to ensure you never run out of runway unexpectedly.

Execution

Hands-on leadership to implement financial controls and reporting systems.

X-Factor

Leveraging deep M&A and Big Four insights to drive enterprise value growth.

Led by Kishen Patel, ACA

We have over 20 years of experience across the Big Four, Investment Banking, and high-growth startups, we bring FTSE 100-level rigour to your SaaS business. As ACA qualified members of the ICAEW, we ensure your finance function is an asset, not a bottleneck.

Chartered Accountants

Why Consult EFC?

With over 20 years of experience across the Big Four, Investment Banking, and high-growth startups, we bring a level of financial rigour usually reserved for the FTSE 100 to your growing business.

1. Integrity

Direct, unfiltered financial truth—we eliminate "vanity metrics" to focus on real growth.

2. Insight

We move beyond the "What" to the "So What," providing strategic clarity for founders.

3. Impact

Ensuring every financial decision drives long-term enterprise value and exit readiness.

FAQ

Usually, when you hit £1M ARR or are preparing for a Series A raise. At this stage, your financial complexity outgrows your bookkeeper. You don’t need a full-time CFO (costing £150k+), but you do need high-level strategic guidance to manage burn rate, board reporting, and unit economics.

No, we lead them. Your current accountant handles compliance (tax, payroll, VAT). We layer on top as your strategic partner, turning that historical data into future-focused insights. We ensure their data entry is structured correctly for SaaS metrics (e.g., separating COGS from OpEx).

You certainly can, but it’s expensive. A high-calibre SaaS CFO commands £120k–£180k + equity. A Fractional CFO gives you the same level of expertise for a set number of days per month, costing a fraction of the price. It’s the most efficient way to scale until you reach £5M–£10M ARR.

Yes. This is our core strength. We don’t just “tidy the books”; we build the financial models, data rooms, and pitch deck narratives that investors expect. We have sat on the other side of the table and know exactly what kills a deal during due diligence.

We are technology-agnostic but primarily work with the modern stack: Xero, QuickBooks Online, and NetSuite. We also implement and manage financial planning tools (like Fathom, Futrli, or Mosaic) to give you real-time visibility.