Finance & Operations Support for Scaleups

We help entrepreneurs take control of their finances and build their confidence in numbers.

Not all CFOs are business coaches — and not all business coaches are CFOs.

Having a coach who understands finance can help you as an entrepreneur make better strategic decisions. Combining my CFO expertise and coaching savvy, I give you the clarity you need to make smart moves and scale your business up. From spotting financial opportunities to mastering the numbers, I’m here to show you the way.

The financial model is just one tool I use to get all this stuff done. It helps me do a bunch of different things and keeps the company on track. But thats just one side of the coin. The other side is coaching you to be the best version of yourself. Rebooting your focus and confidence or helping you to uncover the answers inside.

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In my CFO role, I do a bunch of stuff that's not just financial modelling. Here's a list of things I handle:

Finance

Getting money for the company
Setting sales targets
Report on margins
Help negotiate on price
Track impact of changes to P&L
Creating important reports
Keeping good relationships with the board

HR

Maintain plan for new hires
Calculate all-in cost of an FTE
Show costs to bring in resources

Product

Estimate benefit of roadmap
Partner on prioritization of roadmap
Calculate costs to deliver each product

Marketing

Show highest ROI channels
Show timing of pipeline to revenue
Build reporting that estimates leads

Ops

Setting up how things work internally
Picking software for the company to use

R&D

Break costs out by project
Show costs of maintenance v. growth
Teach the leaders about capitalized labor

I already have an accountant. Why do I need you?

Let’s Take a scenario. What if you asked your accountant, "My revenue is stagnant, what can I do?"

Accountant

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CFO

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Services

Monthly Accountability

As a busy founder, you know how tricky the struggle can be to stay focussed on what really counts and get the best results for your business. Monthly accountability coaching will help you do the right things at the right time so you can make the best use of your time and get the biggest bang for your buck.
Investment planning

Tailored investment strategies to help clients grow their wealth and achieve their financial goals.

Retirement planning

Comprehensive retirement plans designed to secure a comfortable and worry-free future.

Education planning

Guidance on saving and investing for educational expenses, such as college tuition.

CFO Strategy as a Service

As an expert in combining financial knowledge and business strategies to maximise a business's potential, I can give highly specialised advice that is tailored to the needs of your individual business. Additionally, I’m not just another CFO and business coach/mentor, but rather someone who is able to bridge the gap between the two disciplines, and create powerful strategies that are far better than anything either discipline alone can offer.
Portfolio management

Active management of investment portfolios to optimize returns while managing risk.

Asset allocation

Strategic allocation of assets to achieve diversification and maximize long-term growth potential.

Risk management

Assessment and mitigation of financial risks through insurance solutions and other strategies.

Startup Workshops

As an expert in combining financial knowledge and business strategies to maximise a business's potential, I can give highly specialised advice that is tailored to the needs of your individual business.
Tax planning

Expert guidance on minimizing tax liabilities, maximizing deductions, and optimizing tax strategies.

Estate planning

Comprehensive estate plans that ensure a smooth transfer of wealth and minimize estate taxes.

Wealth preservation

Strategies to protect assets and wealth for future generations while minimizing tax implications.

Our process

As a fractional CFO who also offers mentoring and coaching services to fast-growth startups, I've got your back every step of the way. Here's a quick rundown of how I work with clients:

01. Initial Consultation

We’ll start by getting to know each other and talking about your business needs. We’ll chat about your goals, challenges, and opportunities, and I’ll share my experience and expertise to help you understand how I can support you.

02. Project Planning

We’ll start by getting to know each other and talking about your business needs. We’ll chat about your goals, challenges, and opportunities, and I’ll share my experience and expertise to help you understand how I can support you.

03. Project Completion

Throughout the project, I’ll keep you updated on progress and provide regular reports. Once the project is complete, we’ll review the results and discuss any next steps. I’ll also be available for ongoing support and coaching to help you continue to grow and succeed.

With me as your fractional CFO and mentor, you can expect a supportive and collaborative partnership that helps you achieve your business goals. So let’s get started!

Everyone has a plan until they get punched in the mouth.

— Mike Tyson

Why us

Trusted experts with years of experience and industry accreditations

At Beratung, we are dedicated to guiding you on your financial journey with expertise, integrity, and a personalized approach. Our team of experienced financial consultants is committed to helping you unlock your full financial potential, one step at a time.

Our mission is to empower you with the knowledge and tools to make informed decisions, secure your financial stability, and achieve lasting success.

Industries
Testimonials

What our clients say

"Your guidance and support in overcoming customer objections and pricing challenges have been invaluable. Your effective strategies, such as offering a 10% discount after 10 days, have boosted my confidence and transformed my sales approach. Your personalized feedback and commitment to my growth as a finance professional have made you a true mentor. I'm fortunate to have worked with you and look forward to our continued collaboration."
Anna Burrows ACMA, CGMA
Cherry Hinton Accounting Ltd
Jay is truly excellent, I am beyond grateful for his support, insight and knowledge. Within 12 weeks Jay has helped me to create the main foundations for my business structure, develop a programme launch and has held an encouraging space for me to explore my thoughts, opportunities and ideas. Jay has consistently provided invaluable knowledge, encouraged me and mentored me from a position of what the business needs, who my service users are and how it can continue to evolve. I will forever recommend and share his name with many. Thank you!
Tilda Rose
Bohypnic
Get Started

Not sure where to begin or where I might help?

No problem. Schedule in a 15 minute no obligation brainstorm, even if we don't end up working together you’ll come away with one or two new ideas or perspectives.
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FAQs

A CFO is all about helping your business reach its potential. We tackle long-term planning to help you spot opportunities, create strategies and achieve your goals. Accountants are more hands-on – they take care of day-to-day operations like auditing books and filing taxes.

 If you want to give your business the best chance of success, you need a CFO to do the big picture stuff. We can make sure you stay on top of costs, help you spot potential risks, and develop solutions to maximize your profits.

CFOs help businesses in a bunch of different ways. We create and manage budgets, supervise financial operations, evaluate business strategies, and come up with smart fiscal decisions to make sure your business runs smoothly.

 As a CFO, I’ll make sure your business stays competitive by helping you keep costs down without sacrificing quality, evaluating the impact of different business strategies, and developing solutions to make you more efficient, reduce costs, and earn more cash.

You want someone with solid financial and strategic experience, superb analytical chops, great communication skills, and creativity. Plus, they should have a good handle of operational and sales issues and know how to work with the management team.

Get in touch

Final Call to Action

Schedule in a 15 minute no obligation brainstorm, even if we don't end up working together you’ll come away with one or two new ideas or perspectives.
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