Virtual CFO
Ongoing strategic finance leadership — reporting, forecasting, and decision support, treated as an extension of your team.
Best for businesses that have outgrown spreadsheet-level finance but aren't ready for a full-time CFO hire.
- Monthly MIS & board pack
- Rolling forecast updates
- Strategy call each cycle
- Same-day response on urgent questions
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.
How this can be structured.
Who this is built for.
- Founders raising or preparing to raise
- Businesses without an in-house finance lead
- Companies needing board-level reporting
About Virtual CFO.
How much of my time does this need?
Typically one structured call a month, plus async input on decisions as they come up.
Can we start small and scale up?
Yes, most clients start with core reporting and add forecasting or fundraise support later.
Other services in this category.
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.