Virtual CFO
Senior financial leadership, without the full-time CFO cost.
Overview
Growing businesses need strategic financial guidance long before they can justify a full-time CFO. Our virtual CFO service gives you a senior finance partner who turns your numbers into plans, forecasts and decisions.
What's included
- Annual budgets and rolling cash-flow forecasts
- Monthly management reports and KPI dashboards
- Unit economics, margin and pricing analysis
- Financial models for fundraising and lending
- Board and investor reporting packs
- Cost-control and working-capital reviews
- Systems, controls and finance-process design
- Monthly strategy calls with your leadership team
Clear direction
Know your runway, break-even point and the levers that move profit.
Decision-ready data
Dashboards built around the metrics that matter for your business model.
Investor confidence
Professional reporting that stands up to lenders, investors and buyers.
Frequently asked questions
How is a virtual CFO different from bookkeeping?
Bookkeeping records what happened. A virtual CFO uses those records to plan what happens next — forecasting, budgeting, pricing and funding decisions.
How much time does a virtual CFO spend on my business?
Engagements are scoped to your needs, typically a set number of hours a month plus a recurring review meeting. You can scale up during fundraising or year-end.
Do I need clean books first?
Reliable books help, but we can combine CFO support with our bookkeeping service to get your numbers in shape quickly.
Ready to get started with Virtual CFO?
Book a free, no-obligation consultation. We'll review your current setup and propose a clear scope and fixed monthly fee.