Virtual CFO Services
Strategic finance support for founders and growing businesses: MIS, cash flow, budgeting, and board-ready reporting, without the cost of a full-time finance leader.
What a Virtual CFO actually does.
A Virtual CFO gives startups and SMEs strategic finance support: MIS reporting, cash flow planning, budgeting, and board-ready insights, without the cost of a full-time finance leader.
What We Support
Monthly MIS & Management Reporting
A closed reporting cycle every month, not numbers reconstructed after the fact.
Cash Flow Forecasting
Forward-looking cash flow and working capital planning, not just a rear-view P&L.
Budgeting & Variance Analysis
Budgets set, tracked, and explained when actuals move away from plan.
Financial Controls
Reporting discipline and controls that hold up to investor or lender scrutiny.
Investor & Board Readiness
Board decks, investor updates, and fundraise data rooms prepared and defensible.
Questions, answered directly.
A recurring cycle of closed and reconciled books, monthly MIS reporting, cash flow tracking, and a review call walking you through what moved and why. Budgeting, board decks, and fundraise support sit on top of that base cadence as needed.
Pricing scales with scope, not company size alone: from a light monthly touchpoint for early-stage founders to near-daily availability during a fundraise or scale-up phase. We scope this on a call once we understand your stage and reporting needs.
Typically within a week of scoping. The first one to two months are largely setup, understanding the business and cleaning up historical data, before the engagement shifts into steady-state advisory work.
No. A Virtual CFO works on top of your bookkeeping and compliance layer, not instead of it. If those foundational functions are messy, fixing that pipeline is usually the first step before strategic reporting can be trusted.
Yes, this is one of the most common reasons founders bring us on. We prepare the data room, review financial projections, clean up the cap table, and act as the finance-side point of contact during investor diligence.
Yes. Our team has run 200+ engagements spanning 13+ sectors, healthcare, SaaS, FMCG, EdTech, and fintech among them. Financial fundamentals transfer across sectors more than founders expect.
Primarily remote, run through your existing tools (Tally, Zoho, QuickBooks, or Xero) with scheduled review calls. In-person sessions can be arranged for board meetings or fundraise milestones if useful.
Most substantive engagements run three to six months at a minimum, since it takes one or two reporting cycles to properly diagnose the financial structure before adding real strategic value.
Ready to bring in a Virtual CFO?
Tell us what's going on with your business, and we'll scope exactly what's needed.