Portfolio CFO for Ambitious Businesses

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With over 20 years of experience as a CFO, I specialise in guiding business owners through every financial step.
From day-to-day clarity to successful exits. I’ve helped companies prepare for and achieve profitable sales, develop solid business plans, and implement robust forecasting for future growth.
By enhancing internal systems and setting up clear KPI dashboards, I empower business owners to see exactly what’s working financially and focus on what truly drives their success.
In short, I uncover the financial insights that let you steer your business exactly where you want it to go.

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How I Work

01

portfolio cfo step 1

Discover

We’ll start with a friendly, zero fee, no-obligation discovery call. This is a chance for me to get to know your business, understand your challenges, and hear about your goals for the future. It’s an open conversation where you can ask questions and see whether having CFO support could make a difference for you.

Define

If we both feel there’s a fit, the next step is to map out what support you need in the short, medium, and long term. This might include cash flow forecasting, KPI tracking, or strategic planning, but it’s always tailored to your business. This service is also fee free and no obligation.

02

portfolio cfo step 2

02

portfolio cfo step 2

Define

If we both feel there’s a fit, the next step is to map out what support you need in the short, medium, and long term. This might include cash flow forecasting, KPI tracking, or strategic planning, but it’s always tailored to your business. This service is also fee free and no obligation.

03

portfolio cfo step 3

Deliver

I’ll then create a tailored action plan that sets clear priorities and practical steps. This ensures we focus on the areas that will have the biggest impact first, while also laying the groundwork for sustainable long-term growth. From there, we’ll work together to put the plan into action, with regular reviews to keep the business on track.
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Let's Talk

If you'd like to explore how I could support your business, the best way to connect is via LinkedIn.

Connect With Me

Trusted By Our Clients

★★★★★
I wholeheartedly recommend Suki. What I like is that Suki doesn’t just give advice from a distance, she works with us and helps us put better systems in place. Things run much more smoothly, and I’ve...
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Ross Dyke
★★★★★
I wholeheartedly recommend Suki. What I like is that Suki doesn’t just give advice from a distance, she works with us and helps us put better systems in place. Things run much more smoothly, and I’ve all got a clearer picture of how the business is doing and how to improve the bottom line.
Suki works with us and helps us put better systems in place
Ross Dyke
★★★★★
Having Suki on board feels like having a steady hand on the tiller. She listens, she explains things clearly, and she gives us the confidence to make the right decisions.
Stephanie Lorimer
★★★★★
Having Suki on board feels like having a steady hand on the tiller. She listens, she explains things clearly, and she gives us the confidence to make the right decisions.
Suki listens, explains things clearly, and gives us confidence to make the right decisions
Stephanie Lorimer
★★★★★
Really good service that’s flexible and has given me exactly what I need. Happy to work with us and develop how we work overtime.
Andrew Milton
★★★★★
Really good service that’s flexible and has given me exactly what I need. Happy to work with us and develop how we work overtime.
Service that's flexible and gives me what I need
Andrew Milton
★★★★★
Suki helped us get a clear view of our cash flow. Before, it always felt like guesswork, but now we know where we stand and can plan ahead without the constant stress.
Tirath Lehal
★★★★★
Suki helped us get a clear view of our cash flow. Before, it always felt like guesswork, but now we know where we stand and can plan ahead without the constant stress.
Suki helped us get a clear view
Tirath Lehal
★★★★★
Suki has frank and practical advice. Very helpful and to the point. She speaks in plain English and makes things easy to understand. Thank you.
Olivia Thompson
★★★★★
Suki has frank and practical advice. Very helpful and to the point. She speaks in plain English and makes things easy to understand. Thank you.
Suki makes things easy to understand
Olivia Thompson
★★★★★
Suki showed us which parts of the business were making money and which weren’t with profit margin analysis. It was a real eye-opener and gave us the confidence to make changes that improved the business.
David Mitchell
★★★★★
Suki showed us which parts of the business were making money and which weren’t with profit margin analysis. It was a real eye-opener and gave us the confidence to make changes that improved the business.
Suki gave us the confidence to make changes that improved the business
David Mitchell
★★★★★
When we started thinking about the future of the business and a potential exit plan, Suki guided us through the steps we needed to take. She made sure we had the right foundations in place, so we’d...
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John D.
★★★★★
When we started thinking about the future of the business and a potential exit plan, Suki guided us through the steps we needed to take. She made sure we had the right foundations in place, so we’d be ready when the time comes to step back ready for a sale.
Suki guided us through the steps we needed to take
John D.

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