Soleia Private
A CFO's judgement for a growing business, without the full-time seat. And one clear set of books for a family's companies, properties and personal affairs. Judgement and discretion, with the numbers always in order.
Who it's for
Owner-managed and growing businesses that need a CFO's judgement without a full-time appointment. Board reporting, budgets, controls, cashflow and the systems underneath, from someone who has held the seat rather than advised on it from outside.
A single book across companies, properties, trusts and personal affairs, in more than one currency and more than one country. We run it as one office: everything recorded, reconciled and reported. It reaches the home as well, the accounts and admin behind a property or villa, from staff to suppliers to the daily detail.
Outsourced fractional CFO
Pierre has sat as group finance director of a multi-entity private office, on its board, running reporting, controls and accounts. That is the same work we bring to a business: the numbers in order and someone to tell you what they mean. Charlotte has led reporting, commercial analysis and the systems behind them for an international business.
Meet the team →Read our guides for business owners →Monthly packs, board papers and lender or investor reporting, prepared to a standard that does not need defending.
Budgets, cashflow forecasts and quarterly review packs, with pricing and margin work and a straight read on what the numbers support.
Month-end that closes on time, approvals that hold and a finance function that runs without the founder in it.
Software selection and implementation, automation and support or supervision for the bookkeeper you already have.
How it works
01
The business, the decisions ahead and what's keeping you up at night.
02
Your accounts, your systems and how month-end runs today.
03
A fixed monthly fee for an ongoing role, or a fixed fee for a defined project.
04
The month closed, a short pack that explains it and time with us to talk it through.
What we take care of
Take all of it, or the parts you need. Scope is agreed up front, with fixed, transparent fees.
What stays with you
We never hold client money. Payments are approved by you and made from your own accounts.
We prepare, check and report. Your statutory accountants, tax and legal advisers keep their roles and we work alongside them so they get what they need on time.
How we'd work with you
It starts with a conversation. We look at the structure, the reporting you need and what you'd like off your desk, then agree a clear scope with fixed, transparent fees.
For a business that might be a fractional CFO on retainer alongside your team, or a defined piece: a clean-up, a systems move, a first set of budgets. For a family it can be the whole finance function, run month to month with one point of contact.
A first call to understand the structure, the reporting you need and what you'd like taken off your desk. Handled personally, and in confidence.