Defined2–4 weeks
Focused review
A specific question, analysis of the available facts and a written recommendation.
How we work
Project work and ongoing finance support.
Before work begins, the objective, deliverables, timetable, responsibilities and fee are set out in writing.
Engagement options
Defined work or ongoing support.
The format depends on whether the need is a specific question, a live project or continuing finance leadership.
Project6–12 weeks
Transaction or finance project
Hands-on support for a financing, acquisition, planning cycle or finance improvement project.
OngoingMonthly
Fractional CFO support
Regular senior finance support alongside management, with scope reviewed as priorities change.
Getting started
What happens after the first call.
- 01Discuss the issue
Outline what is happening, why it matters now and what has already been done.
- 02Agree the work
Set the deliverables, timetable, responsibilities and fee in writing.
- 03Complete the assignment
Work directly with management and report progress against the agreed scope.
Before engaging Luvima
Questions clients usually ask.
Who is Luvima best suited to support?
Privately owned, investor-backed and mid-market businesses that need senior finance support but do not necessarily need another full-time executive.
Is this an accounting or bookkeeping firm?
No. Luvima works on internal planning, management reporting, financing, transactions and enterprise risk. It does not provide bookkeeping, tax returns, audits, reviews or compilation engagements. Where those services are required, Luvima works alongside the client’s accounting firm.
Can an engagement start small?
Yes. Many engagements begin with a defined question or a short Finance & Risk Review before any broader work is considered.
What happens after the first conversation?
If the issue is within scope, Luvima sends a short proposal setting out the work, deliverables, timetable, responsibilities and fee. Nothing begins until it is agreed.
Have a specific issue in mind?
Book 25 minutes to discuss it.
Book a call →