08 / 08 · Focused
Additional services
Director services, finance workshops for management teams, business plans.
The problem“We need a certified director on the board.” “My managers don’t read a P&L.” “A partner wants a business plan.”
A certified director, a finance workshop for your managers, or a business plan. Defined need, defined result.
How it works
- Certified director services
- Finance-for-managers workshops, half a day, in your language
- Business plans for partners, tenders or acquisitions
Workshop · director · plan
- day workshop
- ½
- board seat
- 1
- plan that survives diligence
- 1
What you get
Not a feature list. What changes next Tuesday.
- BeforeManagers don’t read a P&LAfterA board seat with real financial oversight
- BeforeA board with no real financial oversightAfterManagers who own their numbers
- BeforeA partner asks for a business planAfterA plan that survives due diligence
- ½day workshop
- 1page per manager
- 3–4weeks for a plan
- 4board meetings a year
Why it matters
Director services, finance workshops for management teams, business plans.
Certified director
A board seat with real financial oversight. The questions that need asking, when they need asking.
Workshop for managers
Half a day. Afterwards your managers read a P&L and understand why their budget looks like that.
Business plan
For a partner, a tender, an acquisition. A document that survives due diligence, not a deck.
How it unfolds
- Define
The need
One conversation: exactly what, for whom, by when. Defined deliverable, defined price.
- Do
The work
Workshop: planned and delivered within two weeks. Plan: 3–4 weeks. Director: appointment and ongoing participation.
- Deliver
The output
Managers who understand their numbers. A signed plan. Board minutes with the right questions.
- Continue
As needed
Many relationships start here and continue into ongoing CFO work. But it is not a condition.
What it looks like in practice
A certified director, a finance workshop for your managers, or a business plan. Defined need, defined result.
- Workshop, 9:00
- Why is the company profitable on paper with no cash in the bank? 40 minutes, your examples.
- 10:00
- Managers build a department budget themselves. With real numbers.
- 11:30
- How to read the monthly management report. What to ask.
- 13:00
- Done. Every manager leaves with one page: their numbers.
What people say, and what’s true
- They say
They say: “Managers don’t need to understand finance.”
In practiceA manager who doesn’t understand their budget can’t manage it. The workshop saves dozens of “why did we overspend” conversations.
- They say
They say: “A director is a formality.”
In practiceA good director asks the uncomfortable question a month before it becomes a problem. Worth more than the title.
- They say
They say: “We’ll write the business plan ourselves.”
In practiceYou can. But a plan written without a financial model falls at the other side’s second question.
“Asaf leverages data to provide the strategic edge and financial clarity On The Way Records needs.”
Frequently asked
- Can we start here?
- Yes. A workshop or a business plan is often how a relationship starts.
Not sure you need a CFO yet?
30 minutes. You tell us what’s happening; we tell you honestly whether a CFO is what you need.
Book a diagnostic call