MORGANOS Interim CFO & Controlling

Services

End-to-end financial and strategic support

Every engagement starts with a diagnosis and ends with a handover of working solutions. Below are the areas I work in most often — the scope is always tailored to the company.

Interim CFO & Controlling

Temporary ownership of finance and controlling — during change, growth, crisis, or a vacancy in the CFO seat.

  • Budgeting, forecasting and plan-versus-actual control
  • Cash flow and liquidity management
  • Profitability analysis by product, client and project
  • Management reporting, KPIs and board dashboards
  • Leading and developing the finance and accounting team

Financial Advisor for Corporates

Support for finance departments and boards on projects run in international environments.

  • Financial, tax and reporting projects
  • Project management of finance processes
  • Standardising reporting across a group
  • Cooperation with auditors and external advisors
  • Financial communication in Polish and English

CFO / Controlling for accounting firms

I help accounting firms build and sell controlling services — acting as project director on your side of the table.

  • Managing director for an accounting firm
  • Quality director for accounting services — oversight without a full-time role
  • Designing and launching controlling services for the firm’s clients
  • Accountant recruitment and competency testing
  • Workshops and mentoring for accounting teams

Succession and ownership change

An orderly handover to successors or new owners — without chaos and without losing value.

  • Assessing how ready the company and its finances are
  • Clarifying structure, processes and accountability
  • A plan for transferring knowledge and competencies
  • Supporting the successor through the first months
  • Information security and full confidentiality

Company sales and M&A

Preparing a company for sale and supporting transactions — on the sell side and the buy side.

  • Tidying up finances and documentation before a transaction
  • Improving profitability and the clarity of results
  • Reporting and presenting results to investors
  • Support during due diligence and negotiations
  • M&A for accounting firms — buying and selling

Audit and optimisation of financial processes

A review of how the numbers come together — and a shorter path from document to decision.

  • Audit of financial and controlling processes
  • Mapping document flow and accountability
  • Selecting or reviewing an accounting firm
  • Online administration (e-administration and e-assistant)
  • “Finance in your company” workshops for SMEs

How I work

Four steps from first call to working solution

Conversation and diagnosis

I get to know the company, its goals and the real challenges. We name the problem before solving it.

Scope and plan

A concrete scope, timeline, budget and success measures — all in writing.

Delivery

I work inside the organisation: processes, reports, team, decisions. At the table, not on the sidelines.

Handover

I leave behind solutions, documentation and people ready to run them without me.

Ways of working

Matched to the scale and pace of your business

Interim

I hold the finance director role for an agreed period — usually three to twelve months.

Project-based

One goal with an end date: a transaction, a reporting rollout, a succession, a process audit.

By the hour

Ongoing support a few days a month — for companies that do not need a CFO on the payroll.

Not sure which format fits?

Book a free call — thirty minutes will tell you where to start.