Planning & performance
- Annual / rolling budget support
- Forecast updates
- Revenue, margin and cost analysis
- Actual-vs-budget review
For businesses that need senior finance guidance
Virtual CFO
A management-focused advisory layer for businesses that need stronger planning, cash-flow control, reporting discipline and financial decision support.
What’s Included
A structured scope focused on the work that keeps your business organised, compliant and decision-ready.
Cash & working capital
- Cash-flow forecast
- Receivable / payable review
- Working-capital priorities
- Funding requirement visibility
Management & stakeholder reporting
- Monthly management pack
- KPI and unit-economics review
- Investor / lender information support
- Decision notes and scenario analysis
Who This Is For
- Founder-led businesses entering a growth phase
- SMEs that have accounting staff but need finance leadership
- Companies preparing for fundraising, debt or expansion
- Management teams needing structured monthly financial reviews
What You Receive
- Monthly CFO review pack
- Budget / forecast model as scoped
- Cash-flow and working-capital tracker
- KPI / management dashboard
- Priority action list and decision support notes
Final scope depends on your entity type, registrations, transaction volume and requirements. Statutory certification, audit, attestation or representation is undertaken or coordinated through appropriately qualified professionals where required.
How We Work
A simple process with clear responsibilities and visibility from the start.
Finance diagnostic
We understand the business model, reporting quality, cash cycle, growth plans and management priorities.
Set the management framework
We agree KPIs, reporting pack, cash forecast, budget model and review calendar.
Monthly CFO review
Financial performance, cash, working capital and key decisions are reviewed with management.
Decision support
Scenario analysis, funding preparation and special finance projects can be added as the business evolves.
Need help choosing the right package?
Tell us where your business is today. We’ll help identify the most relevant scope.