Index Managers advisers working through a client's accounts.

Finance & Financial Advisory

Your outsourced CFO. We shape your funding strategy and the plan to execute it, so every Naira works harder.

Service overview

What this service covers

Think of us as your Chief Finance Officer, on call. Most SMEs do not need a full-time CFO often enough to justify the cost, so we stand in when you do. Our team works with you to find the right type of funding for your business and to get the most out of every Naira you spend. We help set your financial strategy and the plan to execute it, so you do not miss opportunities. Our aim is the ongoing financial health of your business: fewer surprises, clearer decisions, and a stronger position when you sit down with your shareholders at year-end.
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Outsourced CFO

A qualified finance professional on call, at a fraction of a full-time hire.

Funding strategy

We help you find the right type of funding and prepare what lenders and investors ask for.

Spend discipline

Where the money goes, what it returns, and what is no longer worth paying for.

Year-end confidence

A stronger position when you sit down with your shareholders.

An Index Managers adviser working with a client's team.
Trusted advisers Qualified professionals, one engagement Finance, tax, accounting, and regulatory specialists who work on the same file rather than in six separate silos.
What we offer

What is included in Finance & Financial Advisory

Scope is agreed in writing before work starts, so you know exactly what lands and when.

Included in this service

  • Review of your current financial position and cash cycle
  • A financial strategy with the plan to execute it
  • Funding options assessed, with lender or investor packs prepared
  • Budgets, forecasts, and variance reporting
  • Management reporting you can take to a bank or a board
  • A named adviser available between reporting cycles
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When this helps

Situations we are usually called in for

If any of these sound like your business, this is the service to start with. If none of them do, tell us what is happening and we will point you to the right one.

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  • You need CFO judgement but not a full-time CFO salary
  • A funding round, loan, or facility renewal is coming up
  • Cash keeps tightening and you cannot see why
  • Budgets exist, but nobody tracks them against actuals
  • Shareholders are asking questions your current reports cannot answer
Related

Other services we provide

All services

Business Advisory & Risk Management

Clear guidance on valuations, acquisitions, and the financial, regulatory, and credit risks you carry daily.

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Tax Advisory & Planning

Reduce your tax burden lawfully, covering CIT, PAYE, VAT and more, with support through audits and investigations.

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Accounting Services

Books kept properly. Payroll, VAT returns, monthly reports, and annual statements, delivered on time.

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Index Managers advisers meeting with a client's management team.

Talk to us about Finance & Financial Advisory.

Reach an adviser in Ibadan on +234 808 589 7636, in Lagos on +234 808 589 1965, or by email at info@indexmanagers.com.ng.

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