EMBEDDED SUPPORT
Financial leadership for founders ready to scale.
Embedded Support puts a senior finance partner inside your business. Someone who knows your numbers, your context, and thinks ahead with you.
How it’s structured
Embedded Support takes one of three shapes. Where you land depends on your business, your team, and how much of the finance side you want us to carry.
CFO only
Senior financial leadership built around your existing team. We lead the strategy and the big financial decisions; your team handles the day-to-day.
CFO + management
Everything in CFO only, plus oversight of your finance function: monthly close, management accounts, board pack, and mentoring your in-house person.
Full finance function
Your entire finance function, run by us. From bookkeeping and month-end through to CFO-level strategy. One team, start to finish, providing complete financial support.
Whichever shape fits, you're never relying on one person. Behind every engagement is the wider Elevate team.
What we can help with
Every engagement can cover these four areas. How much weight each one carries depends on your business and your stage.
Cashflow management and forecasting
Visibility over your cash position: peaks, troughs, and what's coming. So you're planning ahead, not reacting to surprises.
Strategic financial planning
Your financial strategy aligned to where the business is going. Risk, priorities, growth, backed by numbers that hold up to your board.
Budgeting, KPIs, and performance management
Realistic budgets and KPIs tied to the decisions you're making. Regular check-ins that keep your leadership team focused and accountable.
Funding preparation and stakeholder reporting
Clear financial narratives for your bank, board, investors, or an RDTI application. Built to earn the confidence and outcome you're after.
WHAT CHANGES
You stop carrying the financial side alone, and your business runs on numbers you can finally trust.
Founders arrive here making calls on pricing, hiring, and growth without the numbers to back them. Afterwards, they keep coming back to one word: calm. They stop firefighting and second-guessing, and start making decisions with confidence.
IN PRACTICE, THAT LOOKS LIKE
Knowing your cash position and what's coming, without having to chase it
Walking into board and bank conversations with reporting that holds up
A finance partner who's as invested in your business as you are
How it starts
Initial Conversation
We talk through your business, your finances as they stand, and what you actually need. By the end, we both know if it's a fit.
Scoping
After that conversation, we put together a clear scope and a fixed monthly fee. At three months, we review it together and adjust if the work has changed.
Onboarding
We get to know your business and your numbers, then get to work. You'll have a clear rhythm of reporting and check-ins from the start.
Common questions
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No, never hourly. Embedded Support is a fixed monthly retainer, so you get consistent support without watching the costs add up. It’s scoped to the complexity of your business, what we take on, and the support you already have in place. The result is senior finance leadership at a fraction of the cost of a full-time hire.
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No. There's no fixed contract and no lock-in. The retainer is sized to what you need, so it can scale up as you grow and ease back once things settle.
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As much as the engagement needs. We're embedded in your business, not dropping in once a month to review a report. Where it's practical, in-person time is part of the rhythm, especially early on while we get to know your business.
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We work alongside them, not instead of them. Your accountant handles compliance and what's behind you; we handle the decisions ahead. And where you have finance staff in-house, we work with them directly, mentoring and upskilling your team as we go.
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