Virtual CFO, Cash Flow & Financial Leadership
Senior finance leadership when you need it — cash flow planning, forecasts, KPIs and board-ready reporting, without the cost of a full-time CFO.
Built for businesses like yours
- Founders who need a finance partner, not just a bookkeeper
- Scaling businesses preparing for investment or lending
- Multi-entity groups needing cash visibility
- Companies whose finance team needs senior oversight
Profitable on paper, but cash is always tight.
Decisions are made without a view of the next 6–12 months.
Reports show data, but not the numbers that drive the business.
Lenders and investors expect professional reporting and models.
Exactly what we deliver
Plain-language scope — the actual deliverables depend on your country, professional permissions and engagement terms.
- Fractional CFO support and management reviews
- Cash flow planning and rolling forecasts
- KPI design and performance reporting
- Budgets and financial modelling
- Profitability and pricing analysis
- Capital planning and funding preparation
- Board and founder reporting packs
What you receive
- Management dashboard
- Finance action plan
- Budgets and forecasts
- Board or founder reporting pack
A clear process from first call to ongoing support
Consultation
A short call to understand your needs.
Review
We review records, systems and obligations.
Proposal
Written scope, deliverables and fees.
Execution
Onboarding and delivery of the agreed work.
Ongoing support
Reporting, reviews and continuous improvement.
Common questions
How much time does a virtual CFO spend with us?
It is agreed in the proposal — typically a set number of days or hours a month, plus key meetings.
Will the virtual CFO work with our accountant?
Yes. We work alongside your bookkeeping team, or provide the bookkeeping as well.
Can you help us raise finance?
We prepare forecasts, models and reporting packs to support funding discussions; regulated advice is provided only where authorized.
Request a consultation
Tell us briefly what you need — we’ll come back with the right next step.
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Let’s talk about your virtual cfo needs
Book a consultation and we’ll recommend the right scope for your business and jurisdiction.