Our Services

Virtual CFO Services

At Olive Business Partners, we connect you with an experienced CFO who understands your business and is equipped to tackle your unique challenges while supporting your growth.

Our Virtual CFO service packages are designed to offer flexible, high-impact financial expertise tailored to different stages of business growth. Each package can be customised to suit your specific needs and priorities, ensuring you get the right support to achieve your goals.

Essentials

Ideal for businesses wanting to improve financial health and visibility for better decision making.

Includes:

  • A monthly meeting with your Virtual CFO

  • Our standard financial reporting pack and a monthly financial review

  • Cash Flow forecasting on a rolling 12 months

  • Your CFO on call for brief advice and emails

Growth

Ideal for businesses with growth ambitions that require regular insights and tailored planning to accelerate growth.

Includes:

  • A monthly meeting with your Virtual CFO

  • A tailored financial reporting pack and a monthly financial review

  • Three-way forecasting (Cash flow, P&L and Balance Sheet) on a rolling 12 months

  • Quarterly pricing and margin reviews

  • Your CFO on call for brief advice and emails

Strategic

Ideal for businesses with expansion goals looking for a hands-on partnership to provide strategic advice, detailed forecasts, and team leadership.

Includes:

  • A weekly meeting with your Virtual CFO

  • A tailored financial reporting pack and a monthly financial review

  • Three-way forecasting (Cash flow, P&L and Balance Sheet) on a rolling 12 months

  • Monthly pricing and margin reviews

  • Annual budget preparation and variance analysis

  • Strategic financial plans for the next 3-5 years

  • Your CFO on call for brief advice and emails

Other Optional Services

These services can be added to our standard packages. Talk to us about your specific needs if it’s not listed here.

  • Inventory Planning

  • Debt Management Strategies

  • Market Expansion Plans

  • Capital Raising & Funding Strategies

  • Investment Evaluation

  • Exit Planning & Preparation

Consulting & Projects

Consulting & Project Support

Ideal for businesses navigating a financial challenge or needing specific expertise.

Our Consulting and Project Support services offer expert financial analysis and decision support for key projects and business initiatives. Our services are tailored to achieve specific goals within a defined timeframe.

Examples of client projects include: pricing reviews, preparation for investors, tender submissions, new market expansion, business integrations, financial process improvements and establishing a Board.

  • "Working with Olive Business Partners to write my business plan made my business idea a reality. The market research and financial forecasts gave me a clear roadmap for growth, which I was then able to share with investors."

    Robin, Tech Startup

  • "The growth plans gave me the clear direction that I had been lacking for some time. While the financial aspect was covered, I love how it focused on the impact that my business could make."

    Kat, small business owner

  • "Olive Business Partners’ financial health check was turned around quickly and provided insight into risk areas that I hadn’t considered. I felt much more informed about making financial decisions."

    Mark, e-comm business owner

Got questions?

We love hearing from passionate business owners and are always happy to answer your questions.