SaaS Fractional CFO & Financial Transformation

The CFO Your Business Needs: Without the £200K Salary

Big Four-trained, investment banking-calibre financial leadership for SaaS companies and ambitious SMEs. From Seed to Series B and exit: we embed into your business and drive real results.

ICAEW Chartered AccountantsBig Four TrainedInvestment Banking ExpertisedSaaS & SME SpecialistsAI-Native Function

Growing Fast: But Financially Flying Blind?

No board-ready financial reporting

Investors and acquirers expect clean, timely management accounts and KPI dashboards. You are producing them 3 weeks late in Excel.

Fundraising without investor-grade numbers

Series A investors will tear apart weak financial models. You need a CFO who has been on both sides of the table.

You are the accidental CFO

Founders should not be spending 30% of their time in spreadsheets. You need a strategic finance partner, not just a bookkeeper.

Fractional CFO Services: Embedded & Strategic

We do not just produce reports: we become your finance function.

Fractional CFO

Strategic leadership, board reporting, and advisory for ambitious SaaS Companies.

SaaS KPI METRICS

MRR/ARR modelling, churn analysis, unit economics, and KPI dashboards.

Financial Transformation

From chaos to control: redesigning your finance function and processes.

SaaS Financial Modelling

Investor-grade, scenario-based financial models for fundraising and M&A.

Reporting & Analytics

Big Four-quality accounts and dashboards. Month-end close in days.

Cash Flow Forecasting

Rolling forecasts and scenario planning so you are never caught off-guard.

Real Results. Real Businesses.

80%
Faster Month-End Close

"We cut our month-end close from 15 days to 3 days: many thanks to the Consult EFC team."

— Founder, Surrey
300%
Valuation Increase

"Strategic financial modelling and investor narrative helped a fintech startup dramatically increase their valuation ahead of a funding round."

- Fintech Startup, UK
£M+
Investment Secured

"Consult EFC didn't just fix our numbers: they transformed how we think about strategy. The investment secured was a direct result of their work."

- Founder, EdTech, London

Is This Right for You?

This IS for you if...

  • You are a SaaS or tech founder Seed to Series B
  • You are preparing for investment or exit
  • You need board-ready reporting
  • Your finance function is reactive not strategic
  • You are scaling fast and need a finance partner

This IS NOT for you if...

  • You just need basic bookkeeping
  • You want monthly check-ins with no implementation
  • You are not serious about growth

How We Work With You

01

Free Strategy Call

Understand your growth stage, goals, and finance function gaps.

02

Diagnostic & Scoping

Assess current state and agree a clear engagement scope and deliverables.

03

Embedded Delivery

We work alongside your team: board meetings, reporting, building models.

04

Strategic Partnership

Ongoing CFO advisory as your business scales or prepares for exit.

Kishen Patel

Kishen Patel (BFP ACA)

Founder, Consult EFC

"Fusing the meticulous rigour of a Big Four-trained ICAEW Chartered Accountant with the strategic vision of an Investment Banker: we build the investor-grade financial foundation your growth demands."

ICAEW Chartered Accountant Big Four Trained Investment Banking Expertise 12+ Years Experience SaaS Specialist

What Our Clients Say

"Consult EFC gave me clarity and confidence in my business decisions."

— SME Business (UK)

"We cut our month-end close time from 15 days to 3 days."

— CEO, SME based in Surrey

"If you want proactive advice, not just spreadsheets, Consult EFC is the partner you need."

— Tech Start-up (UK)

Flexible Engagements: Scaled to Your Stage

Project-Based

One-time financial model, valuation, or transformation project. Fixed scope, fixed price.

Let's Talk

Retained Fractional CFO

Monthly retained engagement. Ongoing strategic CFO advisory, board reporting, and finance function leadership.

Let's Talk

Embedded Transformation

Deep-dive, time-boxed engagement to overhaul your finance function. Typically 90 days.

Let's Talk

Frequently Asked Questions

Ready to Stop Flying Blind?

Book a free 30-minute strategy call. We will diagnose your finance gaps and tell you exactly how we can help.

+44 7767 629 008
info@consultefc.com
Covent Garden, London