The people behind the work
Every Folio engagement is led by a named principal — a senior operator who has held the role your company needs next.
Margaret Calloway
Managing Partner, CFO Practice
20 years as a Series A–IPO CFO. Led finance at three public-market exits and two SPAC transactions.
James Obi
Principal, Audit Readiness
Former Big Four audit manager. Has taken 40+ venture-backed companies through their first external audit.
Petra Lindqvist
Principal, Systems & Process
NetSuite and Sage Intacct certified. Specialises in implementation for high-growth SaaS and marketplace businesses.
How an engagement typically begins
- 1
Introductory call
A 30-minute conversation to understand your stage, the gap you need to close, and whether Folio is the right fit. We’ll tell you honestly if we’re not.
- 2
Assessment
A two-hour structured review of your books, systems, and processes. We scope the engagement and set clear deliverables before any contract is signed.
- 3
Active engagement
Your named principal is embedded in your team. Work is visible, milestones are tracked, and you have a direct line to the person doing the work.
- 4
Handoff and documentation
Every engagement ends with documented processes, a trained internal owner, and a debrief. You leave with the capability to sustain the work without us.
Ready to close the gap between where your finance function is and where it needs to be?
Most engagements start with a two-hour assessment. We scope the work, set expectations, and tell you honestly if we're the right fit.
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