Virtual CFO

Overview

Our Virtual CFO service gives growing businesses access to senior financial expertise — budgeting, MIS, fundraising support, and financial strategy — on a flexible, cost-effective basis.

Key Benefits

• Senior financial guidance without full-time CFO cost
• Monthly MIS and board-ready financial reporting
• Cash flow planning and working capital management
• Support for fundraising and lender negotiations
• Budgeting, forecasting, and variance analysis

Our Process

1. 1

   Assess current financial processes and reporting

2. 2

   Design MIS dashboards and reporting cadence

3. 3

   Set up budgeting and cash flow forecasting

4. 4

   Provide ongoing strategic financial guidance

5. 5

   Support key decisions — fundraising, pricing, expansion

Documents Required

• Current financial statements and MIS
• Bank statements and loan agreements
• Business plan and growth targets
• Existing accounting system access
• Organisation and reporting structure

Frequently Asked Questions