Financial Management (External CFO)

Our team of business advisors are experienced in helping small to medium-sized enterprises across a range of industries. Our team of financial managers works with small to medium-sized enterprises across a variety of industries. We guide our clients through complex financial processes, adapt to ever-changing financial markets, and provide strategic advice to foster sustainable business decisions for long-term growth and success.

At Ulton, we take a tailored approach to each client by immersing ourselves in your business. We don’t just rely on financial reports or theoretical analysis—we spend time on-site, meeting your team, observing your operations, and understanding the day-to-day dynamics that drive your business. This "boots-on-the-ground" approach allows us to identify areas for improvement, especially in your processes, that can make a significant difference to your productivity.

With almost 100 years of experience across various industries, we bring valuable insights and expertise to help you optimise financial management and create a strategy that works specifically for your business and industry.

Absolutely! As part of our comprehensive financial management services, we work with you to create accurate financial forecasts and budgets that align with your business goals. We ensure that your forecasts reflect real-time data and evolving market conditions, helping you to plan for the future and make informed decisions. By reviewing your budget regularly, we ensure it remains aligned with your business strategy, identifying opportunities for cost savings or investment. This proactive approach helps you stay on track and reach your business's financial targets.

Growth rarely happens by accident. At Ulton, we believe that sustainable business growth is built on clarity, accountability, and a deep understanding of what really drives profitability in your business.

Through our external CFO services, we consolidate your financial information into a clear, unified view—no matter how complex your structure. From there, we build tailored financial models that let you test different growth scenarios, identify opportunities, and uncover the most effective levers to improve profitability.

Many of our clients find significant gains when we help optimise their systems and processes—often starting with automation and smarter use of technology. Whether it's streamlining month-end reporting, integrating new software, or digitising outdated workflows, we work with you to improve productivity and free up your team’s time to focus on higher-value tasks.

And because growth isn’t a one-off goal, we stay by your side with regular check-ins, management meetings, and ongoing support—helping to keep your business accountable, agile and ready to scale.

Ultimately, our role is to make your financial function more than just operational—we turn it into a strategic driver of growth.

Our outsourced CFO service is designed to give you the strategic financial support of a CFO—without the cost of a full-time executive. It’s a flexible, tailored partnership that scales with your business and focuses on improving financial performance, decision-making and long-term growth.

Depending on your needs, we can assist with:

• Cashflow forecasting and management
• Budgeting and financial modelling
• Business performance analysis and reporting
• Strategic planning and scenario testing
• Tax planning and compliance oversight
• Identifying and monitoring your key drivers of profitability
• Streamlining financial systems, processes, and reporting
• Accountability through regular management meetings
• Technology integration and automation support

We take a hands-on approach, starting with time spent in your business to understand how you operate—so we can deliver advice and solutions that are grounded in your reality, not just the numbers. It’s this close partnership that turns financial data into actionable insight and growth.