Virtual CFO Careers

At Olive Business Partners, our mission is to help more businesses to thrive by connecting business owners with strategic financial expertise at every stage of growth.

To do that, we want to support the professionals delivering that expertise.

Here, you'll find resources to help you establish and grow your Virtual CFO services including a Virtual CFO checklist, a guide to landing your first clients, one-to-one coaching sessions to help you transition, and a recommended toolkit to streamline your set up.

If you're interested in working with us at Olive Business Partners, there's also a section below where you can submit your CV to be considered for future opportunities.

Webinar: The Rise of the Virtual CFO

Date: Thursday 10th October
Time: 12:00pm – 1:00pm (AEDT)
Online via Microsoft Teams

The demand for Virtual CFOs is growing. More businesses want strategic financial leadership, and more finance professionals are rethinking how they work.

But making the move isn’t always clear. Should you launch your own VCFO practice or join a firm? What skills do you really need? And what’s it like to step into the role?

Our next webinar is coming up on 10th October where you’ll learn:

  • What a Virtual CFO really does day-to-day

  • How to transition from corporate finance into VCFO work

  • The pros and cons of starting your own practice vs. joining an existing firm

  • The rewards and challenges of being a Virtual CFO

  • My personal journey from corporate to launching a Virtual CFO business

  • The key skills I look for when hiring CFOs for my team

  • Live Q&A to answer your questions

A Guide for Virtual CFOs: How to Land Your First Client

Drawing from firsthand experience building Olive Business Partners, this guide provides practical strategies for finance professionals transitioning into Virtual CFO roles.

You'll learn how to define your service packages and pricing, leverage your existing network, build visibility online, network effectively, track leads and simplify client engagement.

These strategies have helped Olive Business Partners to consistently add new clients every month.

Designed to help you quickly and confidently land your first clients, this guide helps to fast-track your success as a Virtual CFO.

This is a downloadable resource which will be accessible immediately after payment.

How To Land Your First Client: A Guide for Virtual CFOs
$29.00
A woman sitting at a black meeting table working on a laptop, with a pink mug and a smartphone nearby, in a minimalist white room.

In a tailored one-to-one coaching session, we can cover topics such as:

  • Planning Your Transition Out of Corporate: Guidance to confidently leave corporate and launch your own successful Virtual CFO career.

  • Defining and Packaging Your Services: Clearly articulate your value, simplify your offering, and price your services effectively.

  • Winning Your First Clients: Proven strategies for networking, marketing, and sales to attract ideal clients quickly and confidently.

  • Setting Up Business Systems: Guidance on the tools and processes you'll need to operate efficiently, manage client relationships, streamline workflows, and scale your new business.

Sarah has coached and mentored over 100 professionals and business owners throughout her career, helping them successfully reach their career goals.

Ready to start your journey? These coaching sessions are limited each month so book your coaching session today to make your transition successful.

Investment: A$330 per 1-hour session (including GST)

One-to-One Coaching: Transition to Virtual CFO

Your Virtual CFO Toolkit

Here are the essential tools, systems and vendors we personally use at Olive Business Partners to run our firm.

Click the affiliate links for more info and some discounted offers.

  • BizCover is an online platform that allows small businesses to compare and purchase insurance from multiple providers quickly and easily.

    We have used BizCover for all of our insurance needs.

    New customers get a free $25 Gift Card.

    Click HERE

  • Calendly is an online scheduling tool that simplifies appointment bookings by integrating with your calendar to automatically display your availability.

    We use Calendly to reduce back-and-forth communication and provide a seamless scheduling experience for clients.

    Click HERE

  • ClickUp is a cloud-based productivity platform designed to help businesses and teams manage tasks, projects, and workflows in one place.

    We use Clickup to manage everything from client projects to tracking marketing activity to team management.

    Get 10% off your subscription.

    Click HERE

  • Fireflies AI is an AI-powered meeting assistant that records, transcribes, and summarises conversations to streamline note-taking and improve productivity.

    We use Fireflies for discovery calls and client calls to keep track of the conversation and summarise actions.

    Get 10% OFF on all plans

    Click HERE

  • Ignition is a client engagement platform that streamlines proposals, billing, and payments for professional services firms.

    We use Ignition for sending client proposals, e-signatures and automated billing.

    Get 50% off your subscription for 3 months.

    Click HERE

  • Xero is a cloud-based accounting software designed to help businesses easily manage their finances, invoicing, payroll, and reporting from anywhere.

    We use Xero as our accounting software and so do most of our clients.

    Get 90% off for 6 months.

    Click HERE