Financial Guidance to Build a Growing, Successful Business.
Get a small business CFO to guide you to more profit and more cash flow so you can take more home. All for one flat monthly fee.
50+
£11m+
Profits Added
£20m+
Value Added
The Owner’s Trap
Main symptoms:
Time
You are stressed, overwhelmed, exhausted, and feel guilty taking time off, which affects your relationships.
Earnings
You don’t pay yourself as much as you want to or deserve, which limits your ability to provide for your family.
Wealth
You don’t build much personal wealth and can’t see how your business will help you reach your financial goals.
Main causes:
1
Your business is dependent on you
2
The business isn’t growing fast enough
3
You are not keeping enough of what you make
More specifically:
Clarity
You know you should review the numbers more often and use them to make decisions for the business, but you don’t – you don’t know how much you make, spend and keep each month.
Systems
You don’t have a simple way of managing the business and knowing what is working and what is not working so you can’t identify any issues or opportunities for growth.
Strategy
You are an expert in your field, not in understanding the finances or business strategy. As a result, you don’t know how to grow your business and use it as a vehicle to hit your goals.
Solution
A simple way to manage your business so you can use it as a vehicle to hit your personal and professional goals.
- WUnique and affordable service tailored to buinesses generating £1m to £5m annually.
- WSupport you in building a growing, profitable and successful business.
- WWork closely with a CFO, meet them regularly and ask them questions
Clarity
Get on top of your numbers, understand what happened each month and where the business is heading.
Systems
Simple systems to understand what is working and what is not working so you can identify potential issues and growth areas.
Strategy
Stay on track to achieving your goals and have clear, actionable objectives to focus on each month.
How it works
Step 1
Assessment Call
A 15-minute call to work out if we can potentially help you.
Free Financial Assessment
We will have a closer look at your financials and other business metrics, uncover any red flags, and spot any opportunities for growth.
Step 2
Step 3
Proposal
We will create a tailored proposal structured around helping you hit your goals and overcoming any obstacles you are facing.
Outcome
Time
Earnings
Wealth
Results
Case Study 1: Construction Company
The Problem:
The owner had no visibility on project-level performance and was constantly firefighting cash flow issues. Despite healthy revenues, profits were inconsistent and the team lacked accountability.
What We Did:
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Built a custom project dashboard showing profitability by job
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Introduced a monthly finance review rhythm
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Tracked cash flow and overheads to highlight waste
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Advised on pricing and hiring decisions
The Result:
Increased profits by 50% in 12 months and gave the owner clarity and control over the business.
“Before we brought in Tom, we weren’t working on the business; we were working in the business.
We knew our numbers and had excellent books, but we needed an outside perspective to help us better tell the story of where we’ve been, where we want to go, and what actions we can take to get to that next level.
With Tom’s help, we’ve been building a succession plan as our Founder/Owner works to retire.
He helped us implement Profit First with percentages that made sense for our business, we’re on the path to having 6 months’ operating capital in the bank, and he’s helped us stay accountable to actions we’ve agreed will improve our bid win rate.
I encourage any business that wants to grow to get you a Tom!”
Case Study 2: Sports Hospitality Business
The Problem:
The business was growing quickly, but profits weren’t keeping up. The owner didn’t have a grip on which clients and services were most profitable.
What We Did:
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Analysed margins across service lines
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Cut unprofitable offerings
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Set revenue targets and accountability by team
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Introduced cash flow forecasting and KPI tracking
The Result:
Doubled profits within a year and gave the owner confidence to grow knowing the numbers supported it.
“Before we started working with Tom, we were in a state of worry about our finances—where the money was going, and whether this quarter was the one where we breached our financial covenants.
Now, we meet regularly to rationalise the accounts, find efficiencies, and it’s such a great peace of mind to have someone competent present the accounts so we can finally plan growth.
Absolutely do it—you won’t regret it.”
Case Study 3: IT Support Services Company (Exit Preparation)
The Problem:
The owner was ready to sell but knew the business wasn’t in a position to attract serious buyers. The accounts weren’t presented in a buyer-friendly format, there were no forecasts, and documentation needed organising to support a smooth due diligence process.
What We Did:
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Tidied up the accounts to present a clear and coherent financial story
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Created forecasts to show the business’s future potential
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Organised all key documentation to ensure it would pass buyer due diligence
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Advised on how to position the business to maximise perceived value in the market
The Result:
The business was brought to market in a strong position and attracted offers from buyers. With clean financials, clear forecasts, and organised documentation, the business passed due diligence and was successfully sold.
“I knew I couldn’t sell the business in its current state — the numbers just didn’t tell the story clearly enough, and I didn’t want due diligence to kill the deal.
Tom stepped in and made the process straightforward.
He cleaned up the accounts, created the forecasts, and helped us get everything in order.
When we finally went to market, the business attracted offers quickly and passed due diligence without drama.
I wouldn’t have got the deal done without him.”
“Working with Tom has been a game changer – any business owner who is stressed over their numbers and paying themselves the bare minimum every month to should chat to Tom – he makes everything easy to understand and we can now sleep at night knowing we have clarity on our numbers.”
“We are on track to increase our profits by 80%+ this year, we can pay ourselves our full desired salaries, my stress levels have dropped significantly and I can sleep at night knowing that my personal finances and business finances are in a comfortable position.”
We are able to pay ourselves comfortably every month and we are gradually increasing our pay as we get more familiar with the system. Tom is also helping us increase our profits – we will increase profits this year by at least 50%, likely more like 100% if the trend continues.”
About
We specialise in helping small business owners have a growing, profitable and successful business.
We know first-hand what it feels like to be overwhelmed, lonely, confused, and frustrated whilst trying to run a business.
But, we also know what it feels like to have a business that’s financially healthy, producing steadily increasing profits and cash, where the owner can take time off, earn real money and enjoy having a business that works for them, instead of toiling away endlessly. We are on a mission to help as many business owners as possible experience that too.
- Tom Griffiths
Synergy CFO Solutions was founded by Tom Griffiths.
Tom has over 10 years’ experience in finance, having worked in banking and asset management at JPMorgan.
At JPMorgan Tom worked with the largest asset managers, pension funds and insurance companies in the world, advising them on a range of topics, from how to increase returns for investors, to how to cut operational costs. He also created investment products for European investors in the most innovative vehicles and investment types.
Since leaving JPMorgan he has advised small and medium-sized businesses on how to grow and have a successful business.
As well as being a certified CFO, Tom is a CFA Charterholder and holds a degree in Economics and Finance from the University of Manchester.
Resources
Get my free training on profit systems
Free 13 week cash flow forecast
Simple to use and can be implemented immediately