Productized CFO Services for SMEs
Finally, a CFO who speaks your language - not spreadsheets.
Strategic financial leadership for HK$2 - 50m businesses. No full-time hire. No hourly billing surprises.
Just clarity, control and a partner who helps you grow profitably.
— THE REALITY —
Sound familiar?
Most SME and growth-stage founders we meet are flying blind financially. Here’s what we often hear.
You’re growing topline but margins are shrinking. You don’t know where the money is leaking, and your accountant only looks backwards
Revenue up, profit flat
Payroll is due, suppliers are knocking, and you're not sure if you can cover both. Forecasting feels like guesswork
Cash flow anxiety
You want to raise capital, expand, or exit — but you have no financial model, no investor-ready numbers, and no one to build them
No clear financial roadmap
— PRODUCTIZED SERVICES —
Transparent, fixed fee packages. No hourly surprises. Pick what fits your size, complexity and goals - upgrade as you grow.
Three ways to work together
Foundation (Early Stage, <HK$10m Revenue)
“Don’t run out of cash”
Monthly CFO report
Monthly business update call
13-week cash flow forecast
Growth Engine (Scaling, HK$10 - 30m Revenue)
“Optimize for profit and scalability”
All Foundation plus:
Rolling 12-month forecasts
Working capital management
Quarterly strategy calls
LionRock Elite (High-Complex, <HK$50m revenue)
“Maximize enterprise value”
All Growth Engine plus:
M&A readiness assessment
Financial modelling
Weekly check-ins and strategic access
— HOW IT WORKS —
From chaos to clarity in 4 steps
No lengthy procurement. No 3-month boarding. We move fast because your business can’t wait.
1
A free, 30-minute conversation to understand your business, pain points and goals. No pressure, no jargon - just an open, practical discussion to explore where my expertise could make a difference
Discovery Call
2
Financial Health Check
We review your books, systems and reports. You get a clear diagnosis - what’s broken, what’s working, what’s next
3
We discuss the engagement plan that fits your business. We design a 90-day roadmap with clear milestones, success measures and accountability. From day one, you’ll know exactly what’s being delivered, when and why
Choose Your Fit
4
Weekly or monthly cadence depending on your package. Focused execution, measurable outcomes and financial leadership that’s fully aligned with your business goals
Ongoing Partnership
— ABOUT —
Built by a founder, for founders
I've sat where you sit. I've run P&Ls, managed cash crises, pitched investors, and navigated exits. After two decades in senior finance roles across FMCG, retail, and logistics, I started LionRock CFO Advisory because I saw a gap: SMEs and growth-stage companies needed strategic financial leadership but couldn't justify a full-time CFO - for cost or other reasons.
So I productized it. Fixed fees. Clear scope. Real outcomes. No hourly billing games. Just a senior operator who shows up, tells you the truth, and helps you become the hero of your own story.
I work with a small roster of clients at any time because this is a partnership, not a volume play. If you're ready to get serious about your numbers, let's talk.
Ready to stop guessing and start growing?
Book a free 30-minute discovery call. No pitch, no pressure.
Every entrepreneurial journey is unique. Let’s have a conversation about what truly matters to you.
Or email jw@lionrock-cfo.com - I personally respond within 24 hours
