Turning financial complexity into strategic advantage.
Vertex Advisory Partners helps SMEs, nonprofits and accounting firms build finance functions that don't just report the numbers — they drive the decisions.
Led by Dan Likungwe
I'm a Chartered Certified Accountant (ACCA) and finance leader with over 25 years of experience across CFO leadership, financial governance, and strategic decision support.
I've led finance functions across the NGO and development sector, managing multi-million-dollar donor portfolios, strengthening financial controls, and helping boards and executive teams make sharper, insight-driven decisions.
My focus has always been the same: turning finance from a reporting function into a strategic business partner — translating complex financial information into clear insight that supports stronger governance and sustainable value creation.
More recently, I've been helping accounting firms explore practical AI adoption — uncovering inefficiencies in existing workflows, quantifying the return on automation, and building implementation roadmaps that hold up outside a slide deck.
I'm driven by purpose-led leadership, board effectiveness, and the belief that organisations create value well beyond what shows up in the numbers.
Three practices. One point of view.
Finance Transformation & AI Advisory
Rebuilding finance functions into genuine strategic partners — control frameworks, reporting architecture, and AI-enabled process design for boards that need better answers, faster.
AI-Enabled Operational Improvement
For SMEs and accounting firms: workflow diagnostics, automation opportunity mapping, ROI modelling, and implementation roadmaps grounded in what a firm can actually execute.
Fractional CFO Services
Senior financial leadership on demand — governance, donor and investor reporting, budgeting discipline, and board support, without the overhead of a full-time hire.
Organisations that need finance to carry more weight.
SMEs
Growing businesses that have outgrown ad-hoc bookkeeping and need financial discipline that scales with them.
Nonprofits & Development Organisations
Donor-funded organisations that need airtight financial controls, compliant reporting, and boards that trust the numbers.
Accounting Firms
Practices ready to modernise their operations with practical, ROI-backed AI adoption — regionally and internationally.
A straight line from diagnosis to delivery.
Understand what's really happening
We start with the numbers, the workflows, and the governance gaps — not assumptions. Every engagement begins with a clear-eyed view of where things stand.
Build a roadmap that holds up
Control frameworks, automation opportunities, and CFO deliverables, scoped and sequenced against real capacity and real budgets.
Embed it, don't just present it
We implement alongside your team, transfer the knowledge, and hand over systems built to outlast the engagement.
Let's talk about where your finance function needs to go next.
Whether it's a finance transformation project, an AI adoption roadmap for your firm, fractional CFO support, or a board appointment — reach out directly and we'll set up a time to talk.