CFO Mentor & Finance Team Mentoring
Practical mentoring that gives your finance team the tools, guidance and confidence to drive business growth.
The Benefits for Your Business
With CFO Mentoring, you’ll see real changes where it matters most:
Who is CFO Mentoring for?
- Businesses with an in-house finance team that are great at accounting but need understanding of strategies and systems to plan ahead for future growth.
- Family-run or owner-managed companies where finance is managed by a long-serving team member, or a family member, whose experience is mainly within the business itself.
- Finance staff who are brilliant at the bookkeeping, chasing debt and admin but struggle with cash flow forecasting, dividends, and planning.
- Business owners who secretly worry their numbers are a mess – and want support, not judgment.
If that sounds familiar, you’re in the right place.
How Finance Team Mentoring Works
Think of it like Slimming World (stick with us!).
You already knew what you should be doing – eat better, moving more. But without accountability, you don’t stick to it.
You’d probably tell yourself, “I’ll start next week when things are quieter.” Of course, next week never comes.
It’s the same with cash management, great reporting and forecasting. Business owners know the basics – more cash in than cash out. But they put it off because they’re worried it’s a mess, or they don’t want to face the numbers, they just don’t know where to start, or they’re too busy to sit down with the team.
Accountability makes the difference. That’s where Finance Team Mentoring comes in. Just like Slimming World gives you a formula, a plan, and someone cheering you on, I’ll bring structure, clarity, and encouragement to your finance team.
As a CFO mentor, here's how I support your team
- A simple starting point: Begin with your bank balance, what’s coming in, and what’s going out.
- A realistic plan: Factor in tax, payroll, and dividends, then forecast the weeks and months ahead.
- Cash management & forecasting: Build confidence in managing day-to-day cash and planning for the future.
- Management reporting: Turn financial data into meaningful insights that drive smarter decisions.
- Systems & processes: Streamline workflows to save time, reduce errors, and increase efficiency.
- Team development: Mentor your finance staff to grow their skills, consistency, and confidence.
- Accountability: Regular check-ins to keep the team on track and the numbers under control.
- Confidence: Reassurance that finances don’t have to be overwhelming, messy, or complicated.
It’s not about making things perfect. It’s about creating consistency, building confidence, and making steady progress. The result? A forward-thinking finance team that drives stronger cash flow, sharper decision-making, and sustainable, profitable growth.
After all, Finance isn’t just part of business. It’s the foundation of it.
Why Businesses Struggle with Cash Management and Forecasting
(and ultimately stagnating growth)
From years of working with finance teams, we see the same barriers again and again:
- You don’t know where to start.
- You’re worried it’s such a bloody mess.
- You don’t want to feel judged.
- You’re scared of “looking stupid” with numbers.
- You’re too busy, or your team just isn’t “getting it.”
- We’ve seen it all before – and we’ll help you work through it without judgment.
Why Work with Pauline from Logical BI?
Here’s what Pauline’s clients say after just one session:
“You made me realise I’m not as good at managing cash as I thought… and that’s okay. You’ve shown me what to do without judgment.”
And that’s exactly Pauline’s style. She’s been called a “Money Mum” – supportive, practical, no-nonsense, and sometimes a little blunt (because you don’t have time for fluff).
No-Nonsense, No Jargon.
In Pauline’s own words:
I say it as I see it, but always with your business in mind. My role isn’t to judge – it’s to make sure finance becomes a tool to grow your business, not something you hide from.
I care about your cash. That means I’ll mentor your team (or you) to manage it better, forecast it smarter, and stop losing sleep over it.
CFO Mentoring FAQ’s
Who is finance team mentoring for?
It’s for businesses who already have someone (or a team) handling the books, but need extra support, guidance, and commercial know-how to plan ahead and grow the business from a financial point of view.
How is CFO mentoring different from training?
Training shows you how to do something once. Mentoring means I stick with you, giving accountability, guidance, and support so up-skilling your team to ensure continual improvement as a matter of course.
What if my team feels nervous about being mentored?
That’s normal. Most people worry they’ll “look stupid” with numbers. My style is supportive and practical. No judgment, no jargon. We start simple and build confidence together.
Do you come to us, or is it online?
Both. I’m based in Lancashire and regularly visit businesses across the Northwest and at times further afield.
I also mentor teams remotely across the UK.
If you or your team are interested in being mentored by an experienced CFO, please either book a call on the button below or get in touch.
More Services
Logical BI offer outsourced CFO services to many product and service-based industries.
Specialising in manufacturing and distribution, we offer one-off strategic business booster consulting calls alongside project or retainer support to many businesses not only in the UK, but Worldwide.