Virtual CFO Services
Senior finance oversight for growing businesses — bringing structure to your reporting, planning and financial decisions, month after month, without a full-time hire.
As a business grows, so does the need for reliable financial information and a considered view on the decisions ahead. A Virtual CFO engagement gives you that finance leadership on a flexible basis — regular reporting, planning and oversight, tailored to your business.
We work alongside your team to put dependable reporting in place, keep compliance in view, and bring a finance perspective to the choices that matter.
Tell us about your business and what you'd like finance support with.
Request a ConsultationWho may benefit from Virtual CFO support
Virtual CFO support tends to suit businesses at these stages. If your situation is different, you're welcome to ask.
Growing businesses
Businesses whose reporting needs have outgrown basic bookkeeping but don't yet warrant a full-time CFO.
Startups & founder-led companies
Founders who want dependable numbers and a finance perspective as they scale.
Businesses planning ahead
Teams preparing budgets, forecasts or a funding / lending conversation who need finance information in order.
Owners wanting clearer MIS
Owners who want regular, usable management reporting instead of once-a-year figures.
Virtual CFO — areas we support
A comprehensive set of finance functions, adapted to what your business needs.
Monthly MIS & Financial Reporting
Regular management information and financial reports that show how the business is actually performing.
Cash Flow Planning
Visibility over inflows and outflows so you can plan working capital with confidence.
Budgeting & Forecasting
Practical budgets and forward-looking forecasts to support planning and review.
Profitability Analysis
Analysis of margins across products, services or segments to inform decisions.
Management Reporting
Clear reporting formats designed for owners and management to act on.
Compliance Monitoring
Ongoing oversight of key compliance obligations so nothing important is missed.
Business Decision Support
A finance perspective on pricing, investment, hiring and other key decisions.
Accounts Team Supervision
Guidance and review for your in-house accounting team to raise the quality of output.
Finance Process Improvement
Reviewing and streamlining finance processes for accuracy and efficiency.
Bank / Loan / Finance Coordination
Support in preparing information and coordinating with banks and financiers.
Internal Controls Review
Reviewing internal controls to strengthen reliability and reduce risk.
Periodic Review Meetings
Structured review meetings to discuss performance, priorities and next steps.
A clear engagement rhythm
A straightforward way of working, from first conversation to ongoing reviews.
- 01
Understand the business
We start by understanding your business, its current reporting and the decisions you need to support.
- 02
Set reporting & review structure
We put clear reporting formats, a review cadence and priorities in place, working with your team.
- 03
Monthly financial review & MIS
Each month we prepare management information and review performance, cash flow and key numbers.
- 04
Advisory support & compliance monitoring
We bring a finance perspective to your decisions and keep key compliance obligations in view.
Virtual CFO — common questions
A few things people often ask. Have another question? Get in touch.
A Virtual CFO provides senior finance oversight to your business on an ongoing, part-time basis — covering reporting, planning, controls and decision support — without the cost of a full-time chief financial officer.
It is well suited to growing businesses, startups and founder-led companies that need reliable financial reporting and a finance perspective on decisions, but are not yet ready for a full-time CFO.
Engagements typically follow a discovery phase, an initial setup of reporting and cadence, a regular monthly rhythm of MIS and reviews, and periodic review meetings. The exact scope is agreed based on your needs.
Yes. We can work alongside and supervise your in-house team, or coordinate with your existing accountants, to raise the quality and consistency of financial output.