Engagements are scoped around your stage and runway — from a few hours a month of strategic oversight to a near full-time embedded finance lead during a fundraise or scale-up phase. Either way, you get a senior professional who already understands your numbers, not a generalist learning your business from scratch.

Key Benefits

Why Clients Choose This Service

01

Decisions Backed By Data

Move from gut-feel to evidence: every recommendation is grounded in your actual numbers, not assumptions.

02

Lower Cost Than a Full-Time Hire

Access CFO-level judgment at a fraction of a full-time executive's salary and benefits.

03

Board & Investor Confidence

A credible financial voice in the room when it matters most — fundraises, renewals, and board meetings.

04

Scales With You

Start with light-touch oversight and increase scope as complexity grows, with no re-hiring friction.

Features

What's Included

Areas of Expertise

FP&A (Financial Planning & Analysis)

Budget ownership, variance analysis, and management reporting that connects financial performance to business decisions.

Strategic Planning

Long-range financial planning aligned to growth targets, pricing strategy, and capital allocation decisions.

Cash Flow Management

Working capital optimisation, runway monitoring, and proactive cash flow forecasting to avoid liquidity surprises.

Fundraising Support

Investor-ready financial narratives, data rooms, due diligence preparation, and term sheet review support.

M&A Support

Financial due diligence, deal structuring input, and post-acquisition integration planning.

Business Performance Reviews

Profitability analysis by segment, product, or customer to identify where the business is winning and losing margin.

Executive Reporting

Board decks, investor updates, and KPI dashboards that translate financial data into decision-ready insight.

Deliverables

  • Monthly Management Reporting Packs
  • Board & Investor Reporting Decks
  • Cash Flow & Runway Trackers
  • KPI Dashboards
  • Strategic Financial Roadmaps
  • Fundraising Data Rooms
Industries Served

Where This Service Delivers The Most Value

StartupsSaaSSMEsE-CommerceReal EstateProfessional Services
Software & Tools

Platforms We Work In

QuickBooksXeroNetSuiteExcelPower BIGoogle Sheets
Our Process

How a Virtual CFO & Strategic Advisory Engagement Runs

01

Financial Diagnostic

We review your current financials, cap table, and reporting to map exactly where the business stands.

02

Roadmap & Scope

We agree the cadence and scope of CFO support — monthly oversight, a fundraise sprint, or deeper embedded leadership.

03

Embedded Leadership

Your Virtual CFO joins management calls, owns reporting, and drives the financial agenda alongside you.

04

Ongoing Strategic Partnership

Reporting, forecasting and strategic input continue on a fixed cadence as the business scales.

FAQ

Virtual CFO & Strategic Advisory — Common Questions

A bookkeeper or accountant keeps your records and compliance accurate. A Virtual CFO uses that data to drive strategy — forecasting, fundraising, pricing, and board-level decisions. Many clients use both services together.
It depends entirely on your stage. Early-stage clients often start with a handful of hours a month for reporting and oversight; businesses raising capital or going through a transition typically need closer to weekly involvement.
Yes — this is one of the most common reasons clients engage us. We build the financial model, prepare the data room, and support you through investor due diligence.
No. We typically work alongside your existing bookkeeper, accountant, or finance staff, providing the senior oversight and strategic layer they don't have the time or mandate to deliver.
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