Virtual CFO
Virtual CFO Support Without a Full-Time Hire
Our Virtual CFO service provides part-time senior finance support across reporting, forecasting, funding conversations and board-level insight.
Australian accounting and advisory firm · Clarity. Confidence. Growth.
What's included
- Monthly board and management reporting
- Three-way financial forecasting
- Funding and lender preparation
- Pricing and margin analysis
- Finance team oversight
- Strategic planning sessions
Overview
How we support your business
We deliver this service directly, with a dedicated accountant who knows your business and agreed scope and fees confirmed before we begin.
Board reporting
A monthly pack covering results, cash, pipeline and the decisions that need attention.
Forecasting
Integrated profit, balance sheet and cash-flow forecasts with scenario comparisons.
Funding support
Preparing information for lenders, brokers or investors and reviewing finance options.
Team oversight
Supervising bookkeepers and finance staff, and improving month-end processes.
Commercial analysis
Reviewing product, service or division profitability to guide where to invest.
Planning cadence
Quarterly planning and monthly reviews so the numbers drive real decisions.
Who it's for
Is this right for you?
- Businesses between $2m and $30m turnover
- Founders without a senior finance hire
- Businesses preparing for investment or a loan
- Companies with a board or advisory board
- Businesses scaling quickly
- Owners wanting stronger financial discipline
Our process
Working with us
- 01
Book a consultation
Tell us about your business, your current setup and the outcome you're after.
- 02
We review your position
We look at your records, obligations and structure, then confirm scope and fees in a written proposal.
- 03
We get to work
Your dedicated accountant takes care of the work on an agreed schedule, with clear communication throughout.
- 04
Ongoing guidance
Regular reporting and proactive advice so you can make decisions with clarity and confidence.
Clarity. Confidence. Growth.
Tell us about your business and we'll review your enquiry and contact you using your preferred method.