Virtual CFO & financial leadership
A senior finance partner steering your numbers, priorities and key decisions as the business grows.
Advisory · planning · controls
A Virtual CFO for your growing business.
Senior financial leadership on demand, giving you clarity and control without a full-time hire. Our Chartered Accountants sit alongside your team, turning your numbers into decisions on planning, cash flow, tax and reporting month after month.
What we cover
The full remit of a finance chief.
Financial planning & analysis
Forecasts, models and scenario analysis that show where the business is heading and what drives it.
Working capital & cash-flow management
Keeping cash visible and under control, from receivables and payables to funding needs.
Taxation strategy & structuring
Structuring the business and its transactions tax-efficiently, within the law and in step with your goals.
MIS, budgeting & board reporting
Clear monthly reporting and budgets that give you and your board a reliable view of performance.
Technical consultancy & advisory
A sounding board for the finance and accounting questions that come up as you scale.
Common questions
The Virtual CFO, explained.
A Virtual CFO gives you the strategic finance function of a chief financial officer, on a part-time or retained basis. That covers planning and forecasting, cash-flow and working-capital management, tax strategy, and the reporting your management and board rely on, without the cost of a full-time executive.
Typically growing businesses that have outgrown basic bookkeeping but are not yet ready for a full-time CFO, and founders who want senior financial judgement on hand for decisions on cash, funding and structure. If you are unsure, a discovery call will tell you whether it is a fit.
After a discovery call we onboard, connect to your books and agree a scope. From there we work in a monthly rhythm of reporting and reviews, with strategic sessions to plan ahead. The engagement is flexible and can scale up or down as your needs change.
It is a monthly retainer scoped to your needs, so the price reflects the work involved rather than a fixed package. See the Pricing page or ask us for a quote.
Often, yes. You get senior financial oversight, cleaner numbers and better decisions without the cost of a full-time hire. The simplest way to know is a short call where we look at where you are and what you need. There is no obligation.
Talk to us. We start with a short discovery call to understand your business and goals, then propose a monthly engagement that fits. Contact us and we will take it from there.
Getting started
What to have ready.
You do not need all of this to talk to us. It just helps us onboard faster once we begin.
- Your latest financial statements
- Recent bank statements
- Access to your current bookkeeping
- Your GST & income-tax filing status
- Any existing budgets or forecasts
- Your goals for the next 12 months
Not everything to hand? Book the call anyway. We will tell you exactly what we need to get started.
Other desks
Need a different desk?
What happens next
A steady monthly rhythm.
1
Discovery call
We learn your business, numbers and goals.
2
Onboarding & setup
We connect to your books and set up reporting.
3
Monthly rhythm
Regular reporting and reviews you can rely on.
4
Strategic reviews & planning
We look ahead and plan the next moves together.