Professional Service
Virtual CFO
Strategic financial guidance, investor-ready reporting, and cash flow management — everything a growing business needs from a CFO, at a fraction of the cost.
Scope of Work
What we offer
Each engagement is scoped to your specific needs. Here's what's included.
Monthly Financial Review
Monthly call with your CA partner reviewing P&L, cash position, receivables, and KPIs against budget.
Deliverables
- Monthly review deck
- Variance commentary
- Action items list
Cash Flow Forecasting
13-week rolling cash flow forecast updated weekly. Early warning for cash gaps.
Deliverables
- Weekly cash flow model
- Scenario analysis (best/base/worst)
- Funding gap alerts
Budgeting & Variance Analysis
Annual budget preparation, monthly actuals vs budget comparison, and reforecast every quarter.
Deliverables
- Annual budget
- Monthly variance report
- Quarterly reforecast
KPI Dashboard
Custom financial and operational KPI dashboard — gross margin, burn rate, CAC, LTV, receivable days, etc.
Deliverables
- KPI definition document
- Monthly dashboard
- Trend analysis
Fund-Raise Support
Financial model preparation, investor deck review, due diligence support, and term sheet analysis.
Deliverables
- 3-5 year financial model
- Investor presentation review
- Due diligence data room
- Term sheet summary
Ideal For
Who it's for
Our Approach
How we work
Onboarding
2-week deep dive into your financials, systems, and business model.
Baseline
Establish budget, KPI framework, and reporting cadence.
Monthly Rhythm
Regular reporting, review calls, and proactive advisory.
Strategic Projects
Fund-raise support, M&A, restructuring — as needed.
Why Choose Us
3 key benefits
Qualified CAs, not juniors
Every engagement is handled by a qualified Chartered Accountant — not outsourced to interns or semi-qualified staff.
Deadline-driven delivery
We run a structured compliance calendar. Statutory deadlines are tracked proactively — not chased at the last minute.
One point of contact
You get a dedicated CA for your account. No rotating teams, no re-explaining your business every month.
FAQs
Common questions about virtual cfo
Want to understand the theory?
Accounting Fundamentals
A strong grounding in financial statements, cash flow, and variance analysis is what every Virtual CFO engagement builds on.
Read the free courseReady to get started?
Get in touch and we'll set up a free consultation to discuss your virtual cfo requirements.