Can you build a model we can maintain ourselves?

That is the intent. Models are handed over documented and unlocked, with assumptions visible rather than hard-coded.

02 · Finance leadership

Virtual CFO & Finance Advisory

Most businesses need CFO judgement long before they can justify a CFO salary.

Overview What we cover Deadlines Questions Enquire

A virtual CFO engagement gives you the judgement rather than the headcount: the questions a finance director asks, board reporting that survives challenge, and the discipline that keeps cash ahead of commitments.

It sits on top of the accounting rather than beside it. Because we hold the ledger, forecasts are built from actuals rather than assumptions, and the numbers in the board pack reconcile to the numbers in the return.

Where the finance function itself is the problem — manual close, no reporting rhythm, systems outgrown — we rebuild it around the size the business is now.

Who this is for

Businesses too large for a bookkeeper, too small for a CFO
Companies preparing to raise debt or equity
Boards wanting reporting they can rely on
Finance functions that have outgrown their processes

What this line covers

7 services

01Virtual / Outsourced CFO ServicesNamed senior adviser on a fixed monthly commitment, including board attendance.
02Financial Planning & AnalysisVariance analysis, unit economics and the questions behind the numbers.
03Budgeting & ForecastingModels built on the actual ledger, with assumptions visible rather than buried.
04Cash Flow & Working Capital ManagementRolling cash forecasting, receivables discipline and funding-gap warning.
05Management Reporting & KPI DashboardsA reporting pack and measures the board will actually read.
06Finance Function TransformationProcess, systems and close calendar rebuilt for the current size of the business.
07Capital & Funding AdvisoryFunding structure, lender negotiation and readiness for investment or debt.

Deadlines attached to this

Wage Protection System salary transferMonthly: Due: Within 15 days of the pay period end

Full compliance calendar

Common questions

It is scoped to the business — commonly a fixed number of days each month plus board meeting attendance. The point is predictability on both sides.

Enquire

Ask about virtual cfo.

We’ll reply within one working day with a view on your position and what it would take to address it.