CFO Advisory

The CFO layer your business needs to grow, built on a complete accounting function.

Overview

Hall Chadwick gives you the finance function of a Big Four firm and the CFO you need to grow, without the overhead of hiring either.

Every growing business needs a finance function it can trust, and sooner or later, a CFO to make sense of it. Our CFO Advisory team is led by Drew Townsend (Global Managing Director), Vinay Sheoran (Partner), and Trinity Woolnough (Director), who bring decades of financial, accounting, and strategic experience together in one team.

We handle your complete accounting function, then add the CFO layer your business needs to grow: monthly reporting, cash flow forecasting, capital raising, M&A, and board-level strategy. We also advise on accounting and reporting systems, regulatory compliance for public companies, capital raising documentation, procedure manuals, and business planning and budgeting. We work closely with every client to shape a right-sized offering, from a light-touch reporting upgrade to a full outsourced finance function with an embedded CFO.

01

Your CFO, on demand.

We take on CFO and Controller-level responsibilities, providing strategic financial management and leadership when you need it. Acting as CFO Advisor on a transaction, we help prepare your business for sale, identify suitable investors, prepare pro forma financial information, support financial due diligence, advise on the accounting and tax issues at stake, and sit in the room for discussions with investors, vendors, and brokers.

02

A complete finance function, without the overhead.

We handle the day-to-day so you don’t have to: payroll, accounts receivable and payable, daily bookkeeping, month-end accounting, financial forecasting, management reporting packs, cash flow management, and compliance support. We pool our expertise across clients to deliver it efficiently, saving you and your team time and money.

03

Tax strategy that holds up.

Our tax advisory covers the full spectrum of taxation issues: domestic and international tax advice, R&D credit analysis, transfer pricing planning and analysis, compliance support, and M&A tax advice including buy-side and sell-side due diligence. We help you land on the optimal strategy, then prepare and lodge what’s needed to put it into action.

Our Services

Typical services we provide

To give you an idea of the type of work we do, we’ve listed our most common services.
  • Business sale preparation and due diligence

  • Identifying suitable investors and capital partners

  • Pro forma financial information and disclosure

  • Payroll, accounts payable and accounts receivable

  • Daily bookkeeping and month-end close

  • Financial forecasts and 13-week rolling cash flow

  • Monthly management reporting packs with KPI dashboards

  • Domestic and international tax advice

  • R&D tax credit analysis

  • Transfer pricing planning and analysis

  • M&A tax due diligence, buy side and sell side

  • Capital raising documentation and Information Memoranda

  • Accounting and procedure manual development, business planning and budgeting

  • Advice on accounting and reporting systems, and regulatory compliance for public companies

Contact Us

Other advisory considerations

Hall Chadwick’s connections, together with our PrimeGlobal international network, mean we have the financial expertise and international resources to help you succeed no matter what market you’re operating in.

Every angle, every path, airtight answers. Ready to make smarter decisions?