How Capio Recruitment budgets, forecasts and scales
How Capio Recruitment used AI Accounts’ fractional CFO services and full finance operations to expand the business and keep control over budgets.
About Capio Recruitment
Capio Recruitment is a UK recruitment and staffing business covering sectors including legal, financial and professional services. They offer permanent placements, contract staffing and executive search, and are known for a tailored approach that matches client and candidate needs effectively.
Visit their websiteFrom outgrowing their finance function to scaling with confidence
Capio was growing fast, and like many high-growth recruitment businesses, the finance function had not kept pace. Budgeting was becoming harder to do with any precision, and without reliable cash flow forecasting it was difficult to make confident strategic decisions about where to invest and how quickly to grow.
The financial controls and processes a scaling business needs were not yet in place, and day to day finance admin was eating into the leadership team’s time. Left unaddressed, that meant a growing risk of inefficiency and missed opportunities, just as the business was trying to accelerate.
AI Accounts came on board across two fronts. As Capio’s fractional CFO, we brought hands-on, strategic financial leadership focused on cash flow management, forecasting and budget planning, so the team could predict and plan for growth rather than react to it.
Alongside that, we built out their finance operations: clear, scalable processes for the day to day, including bookkeeping, payroll and management reporting, on finance systems flexible enough to grow with the business. Real-time data gave the leadership team a far clearer view of their financial health.
The systems and processes we put in place scaled seamlessly as Capio grew, keeping the finance function efficient and agile rather than letting it become a bottleneck. Better budgeting, forecasting and cash flow management gave the business a healthier financial position and real confidence in its decisions.
Most importantly, with their finance function in safe hands, the leadership team were free to focus on what they do best, winning clients and placing talent, and to drive expansion without being held back by financial admin.
Capio on working with AI Accounts
In their words
“We have had the privilege of working with Anna as our fractional CFO and AI Accounts as our finance operations for several years, and their impact on our business has been transformative. Their expertise in budgeting, forecasting, and managing our full finance operations has been invaluable. AI Accounts have expertly established processes and implemented robust finance systems that have scaled with us as we’ve grown. Their strategic insights and dedication have not only optimised our financial health but have also empowered us to focus on expanding our business with confidence.”
Tom Webster, Capio Recruitment
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