Our Services

Virtual CFO Packages

Our Virtual CFO service packages are designed to offer flexible financial expertise on a monthly basis 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, all for a single monthly fee.

Essentials

  • The Essentials package provides foundational CFO support for business owners who want clear visibility over their numbers, better cash flow control, and strategic recommendations.

    Your CFO acts as a trusted advisor, highlighting what needs attention, identifying opportunities and risks, and equipping you with the knowledge to take action confidently.

    • Clear visibility over financial performance

    • Proactive financial planning

    • Confidence in making day-to-day decisions

    • Early identification of risks and issues

    • Regular accountability and financial focus

    • Monthly meeting with your Virtual CFO

    • Standard CFO reporting pack with commentary and recommendations

    • Rolling 12-month Cash Flow forecast

    • Access to your CFO for brief advice and email support between meetings

Growth

  • The Growth package is designed for businesses ready to scale sustainably and seeking greater financial planning and insight to guide their next steps.

    Your CFO is your key partner, guiding financial planning and strategy, advising you on priorities and decisions, and helping you stay focused on what will drive the greatest impact.

    • Greater financial visibility and forecasting

    • Improved profitability and cash flow

    • Confident decision-making for growth

    • Clear targets and action plans

    • Strategic support for sustainable scaling

    • Monthly meeting with your Virtual CFO

    • Tailored financial reporting pack with insights on trends and performance

    • Rolling 12-month three-way forecast (Cash Flow, Profit & Loss, Balance Sheet)

    • Quarterly pricing and margin reviews

    • Quarterly KPI setting and performance tracking

    • Access to your CFO for brief advice and email support between meetings

Strategic

  • The Strategic package is designed for businesses navigating high-stakes decisions and complex growth strategies, and need a CFO to be a true financial leader, not just an advisor.

    Your CFO operates as an integral member of your leadership team, working closely with you to shape and execute your financial strategy.

    • Clarity on long-term financial strategy

    • Executive-level advice for every major decision

    • Investor-ready reporting and insights

    • Proactive risk management and scenario planning

    • Confidence in funding, M&A, and scaling decisions

    • Weekly meeting with your Virtual CFO to lead and steer financial strategy

    • Tailored monthly CFO reporting pack with ongoing trend and variance analysis

    • Rolling 12-month three-way forecasting (Cash Flow, Profit & Loss, Balance Sheet)

    • Monthly pricing and margin reviews

    • Annual budget preparation and performance tracking

    • Strategic financial plans for the next 3–5 years

    • Financial analysis for key business initiatives

    • Access to your CFO for brief advice and email support between meetings

Other Support

Consulting and Project Support

Our Consulting & Project Support services provide targeted financial analysis and strategic input to help you make confident, informed decisions. Each engagement is based on a specific goal and delivered within a set timeframe.

Typical projects include:

  • Pricing strategy reviews

  • Financial modelling for business plans

  • Capital raising support

  • Market expansion planning

  • Business integrations

  • Establishing governance structures or a Board

Virtual CFO On-Demand

Designed to provide accessible advice on demand for businesses of all sizes, this 60 minute virtual session is tailored around solving your biggest financial challenges.

This time with a Virtual CFO can help you with:

  • Cash flow challenges: understanding why you might be struggling to have consistent cash in the bank

  • Pricing uncertainty: setting prices that attract customers but protect profits

  • Budget clarity: creating a realistic, easy-to-follow budget

  • Unclear financial priorities: knowing exactly where to focus for growth

  • Funding questions: understanding how to manage or access financing effectively

  • Cost control: identifying areas to reduce expenses and boost profits

Got questions?

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