Organisations need a range of financial services in order to meet both compliance obligations and delivery objectives.  However, the range of skills needed to meet these needs are broad and rarely available in small- and some medium-sized organisations; particularly charities.  Book-keeping, statutory financial reporting and strategic finance demand different skills and experience.

At CGPM we believe that people and organisations should focus on their core skills and experience and apply scarce financial resources to buying-in infrequently used skills for tightly-defined purposes. 

Services include:

  • Very part-time (hours per month) or part-time (days per month) finance director services;
  • Financial modelling for strategic, investment or project decision-support;
  • General advice on financial matters;
  • Accounts preparation; and
  • Book-keeping.
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  • Governance review;
  • Constitutional compliance review;
  • Board evaluation;
  • Facilitated strategic planning;
  • Strategic project management;
  • Board and senior management training


  • Review of risk management;
  • Embedding risk management;
  • Risk analysis;
  • Risk management training;
  • Risk audit.


  • Policy formulation and analysis;
  • Process review & restructuring;
  • Policy/regulatory review;
  • Internal audit service;
  • Independent examination (charities);
  • Due diligence.