Strategic Financial Leadership
Without the Full-Time CFO Cost

We provide portfolio CFO and turnaround support to improve financial performance, strengthen cash flow and build sustainable growth—helping businesses maximise their value, whether through continued growth or a successful exit.

Portfolio CFO Services

Senior financial leadership delivered on a flexible basis, tailored to your business stage and goals.

Portfolio CFO Support

Ongoing senior financial leadership without the commitment of a full-time CFO.

  • Board reporting
  • Forecasting and reporting
  • Cash flow management
  • KPI development
  • Strategic decision support using appropriate frameworks
  • Debt and equity funding strategy

Financial Transformation

Improving finance functions, reporting structures, systems and controls.

  • Process improvement
  • Reporting redesign
  • Internal controls
  • Finance team development and mentoring
  • Finance system implementation
  • Performance management

Budgeting & Forecasting

Building reliable financial plans that help leadership teams make confident decisions.

  • Annual budgets
  • Rolling forecasts
  • Scenario planning
  • Growth and commercial pricing models
  • Cash flow forecasting

M&A and Change Support

Financial support through business exits, acquisitions, integration and restructuring.

  • Exit readiness and due diligence
  • Acquisition analysis
  • Integration and international expansion planning
  • Finance team change
  • Post-acquisition reporting

From financial pressure to financial control

We specialise in business turnarounds, improving profitability, cash flow and financial discipline. Our approach draws on the experience of our lead CFO, Susan Robson, whose career spans more than 20 years of financial leadership. We combine strategic advice with practical support to help businesses regain stability and move forward.

20+ Years of Finance Experience

Our work is informed by Susan Robson's experience leading finance in start-ups, growing businesses and established organisations across multiple sectors.

CIMA Qualified

Chartered Institute of Management Accountants qualification, combining financial rigour with commercial and strategic acumen.

Experience Across Diverse Industries

SaaS, tech/biotech, media software, electronics, e-commerce, retail, marketplace and professional services.

Experience Behind Our Advice

£2m
Annual Cost Savings Susan led a SaaS business turnaround, delivering £2m in annual savings and a 24% increase in EBITDA during her 2023–2024 CFO role.
3×
Cash and Working Capital Susan led a games manufacturer's turnaround, tripling cash and working capital during her 2022–2023 CFO role.
M&A
Successful Business Exit Susan led Kayako's exit to ESW Capital as Finance Director, with responsibility for financial strategy and group cash management.

What colleagues and clients say

Recommendations from those who have worked directly with Susan across leadership, finance transformation and M&A.

I highly recommend Susan; she was a great asset to the business and will make a highly positive contribution within your business. Susan's key skills and competencies are: providing direction and leadership to the finance team; knowledge of balance sheets, profit measurement and cash flow statements; carrying out business investment appraisal, trend analysis and financial modelling to help respond to dynamic market conditions, ensuring compliance and statutory reporting. She is able to provide a high standard of financial control with proven ability to manage and develop a financial team, ensuring legal and regulatory compliance.

Sharon Clift Board Director & NED — managed Susan directly

Susan led finance and control at Kayako, joining at a pivotal time in our road to scale, which eventually led to our successful acquisition by a multi-billion dollar private equity fund. She provided strong financial leadership when it needed it the most: restructuring the company globally, rolling out an international employee equity programme, developing pricing and go-to-market strategies with the founders, and running a smooth and successful acquisition process. Susan has an almost limitless capacity for diligence and hard work, never being afraid to get her hands dirty. We were always confident in our ability to execute knowing the financial plumbing, controls and strategy were always taken care of. I would love to have the opportunity to work with Susan again.

Jamie Edwards Senior leader at Kayako — SaaS & PE acquisition

Susan is an extremely skilled and experienced accountant. Having experienced working in a very close-knit team led by Susan, she allows for autonomous working but is always willing and available to give necessary support and guidance. Susan delegates tasks and responsibilities where possible to support the development of others and is always clear and concise with plans of action. It was a pleasure working with Susan; she will be a valuable addition to any company she works for and any team she works within.

Meisha J. Finance Manager — reported directly to Susan

Susan is a well organised accountant with great technical ability and superb people management skills. I really enjoyed working with her.

Helping businesses gain control, confidence and direction

Tangible improvements in financial performance, visibility and decision-making across your organisation.

Improve financial visibility across the business

Strengthen reporting, controls and governance

Build reliable forecasting and planning processes

Support growth, investment and strategic decisions

Transform underperforming finance functions and teams

Navigate change with experienced financial leadership

Susan Robson – Portfolio CFO, Illuminate Accounting

About Illuminate Accounting

Illuminate Accounting provides flexible portfolio CFO and turnaround services for businesses that need experienced financial leadership. We work alongside founders and leadership teams to improve performance, manage cash and make informed commercial decisions.

Our work is led by Susan Robson, a CIMA-qualified CFO with over 20 years' experience. Her career includes building finance functions from the ground up, developing finance leaders, securing funding and guiding businesses through restructuring and successful exits.

We also bring experience in commercial pricing, international expansion and turning long-term strategy into practical plans. Susan's previous roles include developing SaaS and product pricing, establishing a US subsidiary and implementing the EOS business planning framework. That experience informs how we help clients connect financial decisions with their wider business goals.

Portfolio CFO Turnaround Specialist CIMA Qualified Budgeting & Forecasting Financial Reporting Strategic Planning M&A Support Finance Transformation Change Management SaaS Tech/Biotech Media Software Electronics e-Commerce Retail Marketplace Professional Services

Ready to strengthen your financial leadership?

Whether your business is preparing for growth, improving financial performance or navigating change, experienced Portfolio CFO support can provide the clarity and structure needed to move forward.

Book a Consultation

Let's start a conversation

Tell us where your business is today and what you want to achieve. We can discuss the financial leadership and practical support you need.