What is CFO advisory?
A CFO (Chief Financial Officer) looks after the money side of a company. They plan budgets, watch cash, track profits and help the owners make big decisions. Large companies have a full-time CFO. Many SMEs and family businesses do not need one full-time.
With CFO advisory, you get an experienced finance leader who works with you for the time you need, for example a fixed number of days a month plus a monthly review meeting. You get the same thinking and planning as a full-time CFO, but you only pay for the time you use.
Your accountant records what has already happened. A CFO adviser uses those numbers to plan what happens next.
CFO-level impact at the right time and the right cost.
CFO advisory vs full-time CFO
Both give you senior finance leadership. The difference is in cost, flexibility and how quickly you can start.
| Aspect | CFO advisory | Full-time CFO |
|---|---|---|
| Cost | A monthly fee in QAR for the time you use | A full senior salary in Qatar, plus benefits |
| Time commitment | Flexible days per month, scaled as you grow | Full-time, all year |
| How fast you can start | Within weeks | Months of hiring and onboarding |
| Experience | Has seen many businesses and sectors | Usually deep in one company |
| Best for | SMEs, family businesses and growing companies | Large companies with complex finance needs |
Our CFO advisory services
We shape the support around your stage, your priorities and the finance team you already have.
Reporting, budgets & board presentations
Financial reporting, budgeting, forecasting and board presentations.
Banking & investor relations
Banking relationships, investor communications and covenant management.
Controls, IFRS & audit coordination
Internal controls design, IFRS compliance and audit coordination.
Finance function set-up
Finance function set-up for new market entries and transformations.
Working capital & cash flow
Working capital optimisation and cash-flow management.
Modelling & scenario planning
Financial modelling, scenario planning and sensitivity analysis.
What you receive every month
Tap each item to see what is included in a typical monthly cycle.
Month-end review
We check that your books are closed on time and that the numbers are complete and correct before we analyse them.
MIS pack with KPIs
A short, clear report covering sales, expenses, profit, cash and key numbers, compared with budget and last year.
Cash-flow forecast
An updated forecast of cash coming in and going out over the coming weeks and months, so there are no surprises.
Receivables & payables
Who owes you money and for how long, and what you owe, so you can chase payments and plan payouts.
Agreed action list
A simple list of decisions and next steps, with owners, agreed in the monthly review meeting.
Finance readiness check
Answer 6 quick questions honestly. Nothing is saved or sent anywhere.
Choose the level of support you need
Start small and add more as your business grows.
Monthly CFO support
A fixed number of days per month, monthly reviews, MIS, cash-flow forecasting and regular meetings with the leadership team.
Best forGrowing SMEs and family businesses that want a steady finance partner
Ask about thisProject-based CFO
Focused support for a specific goal, such as a bank facility, QDB funding, a budget or a new finance system.
Best forBusinesses with a clear, time-bound need
Ask about thisFinance function set-up
Setting up the finance function for a new market entry into Qatar, or leading it through a transformation.
Best forNew entrants and companies going through change
Ask about thisDo we need to change our accounting software?
Usually not. We work with ERPNext, Zoho Books, Odoo, QuickBooks and others, and advise only if the system is holding you back. If it is, our ERPNext practice can help.
Who leads your CFO advisory
Narendra Reddy Velugoti
Managing Director
- FCA
- ACMA
- CISA
- M.Com
- MBA
Internal audit and finance professional with 18+ years across Big Four firms, multinationals and government entities, specialising in governance, risk management, compliance and ERP-based audit transformation across construction, healthcare and diversified sectors in Qatar, the Middle East and India.
Meet the teamCFO advisory: frequently asked questions
What does a CFO adviser actually do?
Plans and controls the finances: budgets, cash-flow forecasts, monthly management reports, pricing and margin analysis, and bank and investor discussions.
How is that different from our accountant?
The accountant records what has happened. The CFO adviser uses those numbers to plan what happens next.
How much time will the CFO spend with us?
Most clients start with a fixed number of days per month plus a monthly review meeting, scaled up or down as needed.
Is it cheaper than hiring a CFO?
Yes. You pay only for the time you use, typically a fraction of a full-time senior finance salary in Qatar.
Can you help with bank facilities and QDB funding?
Yes. We prepare forecasts, covenant calculations and financing packs, and attend lender meetings with you.
Do we need to change our accounting software?
Usually not. We work with ERPNext, Zoho Books, Odoo, QuickBooks and others, and advise only if the system is holding you back.
Can you report to our Board or shareholders?
Yes. We prepare Board packs and attend meetings to present results and recommendations.
What do we receive every month?
A month-end review, an MIS pack with KPIs, an updated cash-flow forecast, receivables and payables analysis, and an agreed action list.