How I engage

How I engage.

Four ways to work together. Each one starts with a conversation about what’s happening in the business.

Exhibit 1 · The shape of each engagement

How long I’m in, and what it ends in.

01 · DiagnosticA short, fixed-scope review, usually one to two weeks, that ends in clear priorities.
02 · Lead the changeUsually after a Diagnostic. Hands-on over months.
03 · Ongoing adviserA monthly rhythm with the CEO or founder.
04 · Board and investor supportDue diligence, then oversight of the integration.

The shape of each engagement, not a timetable. Scope and timing are agreed in writing before work starts.

01 Diagnostic

A short, fixed-scope review that ends in clear priorities.

When it fits: Something isn’t working, and you want an outside view before committing to a fix: growth outpacing the way the business runs, numbers you don’t trust or a decision you need to make well.
What you get: A short, fixed-scope review, usually one to two weeks. I look at the numbers, the operating model and the systems together, then tell you what to fix first, what it’s worth and who should own it.
A written priorities report, short enough for a board to read.
A debrief with you and, if you like, your board.
A fixed quote for the next step, if there is one.
The report is yours whether or not we work together afterwards.
How it starts: A conversation, then an agreed scope and timeframe in writing before any work begins. A fixed fee, from A$4,950.
See a sample Diagnostic Not sure yet? Take the finance health check
The proof: The finance fleet I designed, built and run inside the group where I lead finance has about 10,000 automated tests and 87% of scheduled steps running as pure code. See the finance fleet

02 Lead the change

AI, automation and operating-model change, hands-on.

When it fits: Several workflows that need to be automated and connected across the business.
An acquisition that has to become one organisation.
An operating model that needs redesigning around better systems.
What you get: Part-time, hands-on leadership over months, alongside your team.
I set the priorities, the accountabilities and the operating rhythm, and I stay until the change holds.
One way I deliver it is by building a finance function like my fleet: live consolidated and unit reporting, an automated close, and AP with a person approving.
How it starts: Usually with a Diagnostic, so we both know what we’re taking on. From A$6,500 a month.
AI and automation Post-merger integration Read the fleet case study

03 Ongoing adviser

A retained adviser to the CEO or founder.

When it fits: You’re running a growing business and want a senior operator and accountant in your corner. Not a full-time hire.
What you get: A retained adviser to the CEO or founder, on a monthly rhythm.
We review the numbers, test the decisions on your desk and hold the plan to account.
How it starts: A conversation about the decisions coming up in the next six months. From A$3,500 a month.
Fractional CFO

04 Board and investor support

Due diligence, integration oversight and board advice.

When it fits: A board or investor needs an independent finance and operations view on a deal or a business.
What you get: Due diligence from someone who has had to live with the deal afterwards.
Oversight of post-deal integration.
A board adviser who reads the ledger and the operations together.
How it starts: A conversation about the deal or the board’s question. Fees: a fixed fee per deal, from A$7,500, or a monthly retainer for ongoing support.
Board adviser Integration oversight

05 Diagnostic or Workflow Audit?

The whole business, or the workflows worth building.

Diagnostic, from A$4,950Looks at the whole business: where AI, automation and systems pay off across several workflows, the systems you run and the people involved. It ends in a priorities report and a roadmap across workflows, systems and people. This is the consulting and transformation side.
Workflow Audit, A$990Works at the level of the workflow: a 60-minute call, a read-only review of your systems and a written report in 5 working days, naming the top 3 things worth automating, each with a fixed quote for the build. The A$990 is credited in full to a build signed within 30 days. It is the next step after a free fit check by email at Works Better, the implementation side.

Not sure which? If you already know where the manual work is, ask for a free fit check by email at Works Better, then the Workflow Audit. If the problem runs across the business, start here.

An accountant or bookkeeper with a client whose problem runs across the business? See For accountants and bookkeepers.

06 Where and how

Your systems, your data, agreed in writing.

I work with growing and mid-sized businesses, typically A$5M to A$100M in revenue.
I’m based in Canberra, and I work across Australia, remotely and in person. I travel for engagements.
I lead group finance at a growing Australian business, so I do this work every week, not just advise on it. Alongside that I take on up to 20 advisory clients a year, with about 40 hours a month between them: two or three at any one time. If you need someone in the seat every day, I’ll tell you, and help you hire the right person.
I work in your systems and accounts, so your data stays with you.
Every engagement is agreed in writing before work starts.
Fees. A Diagnostic is a fixed fee, from A$4,950. Leading the change is from A$6,500 a month, and an Ongoing adviser from A$3,500 a month. Board and investor support is a fixed fee per deal, from A$7,500, or a monthly retainer for ongoing support. I confirm the fee in writing once we’ve agreed the scope. No hourly billing.

What’s happening in your business?

Tell me in a few sentences. I reply personally within one business day.

Start a conversation or email hello@renzodemartini.com