Finance & Virtual CFO
Strategic financial leadership, without a full-time hire.
Ongoing reporting, forecasting, and decision support for businesses that have outgrown spreadsheets but aren't ready for a full-time CFO — plus project-based valuation and fundraise support.
- Founders raising or preparing to raise
- Businesses without an in-house finance lead
- Companies needing board-level reporting
Everything covered in this category.
Virtual CFO
Ongoing strategic finance leadership — reporting, forecasting, and decision support, treated as an extension of your team.
Budgeting
Annual and departmental budgets built around realistic, defensible assumptions instead of last year plus a guess.
Forecasting
Rolling forecasts updated monthly against actuals, so plans stay grounded in what's actually happening.
Cash Flow Management
Active monitoring and planning to keep cash position predictable and avoid last-minute scrambles.
FP&A
Financial planning and analysis support for recurring management decisions, not just year-end reporting.
KPI Reporting
Board- and leadership-level KPI packs tied directly to your strategic goals, not generic templates.
Management Reports
Monthly MIS packs covering P&L, cash flow, and the ratios that matter, delivered on the same date every cycle.
Business Valuation
A defensible valuation for a raise, exit, or internal decision, using the method that fits your situation.
Fundraising Support
Data room prep, cap table hygiene, and narrative support for investor or lender conversations.
Due Diligence
Financial due diligence support for acquisitions, funding rounds, or partnerships, done before it's asked for.
What you walk away with.
- Monthly MIS & board packs
- Rolling forecasts
- Cash flow monitoring
- Valuation & fundraise-ready reports