CFO Services
Access experienced Chief Financial Officer services for strategic financial leadership without the cost of a full-time executive. We work alongside your management team on the numbers that drive decisions.
What's included
- Strategic business advice and financial control guidelines
- Budget setting and forecasting
- Cashflow statements and financial reporting
- Risk assessment and management
- Stakeholder relationship support
- Guidance on business purchases and sales
How we work
Our principal has served as a financial manager and controller since 2004, implementing new business strategies and managing stakeholder relationships across the financial, retail, food and beverage, and hospitality sectors. That same discipline is available to your business.
Who we help
Growing businesses that need experienced Chief Financial Officer leadership and strategic financial guidance without the cost of a full-time hire.
Our process
How cfo services works
01
Financial health check
We assess your cashflow, reporting, controls and financial position to identify risks and opportunities.
02
Strategy and budgeting
Strategic financial planning, realistic budgets and forecasting so you can make informed decisions and plan for growth.
03
Ongoing leadership
Regular reporting, financial control guidelines and board-ready insight as your business scales.
Frequently asked questions
What does a virtual CFO actually do?+
We own the financial leadership function: budgets, forecasts, cashflow, reporting and strategic advice, working directly with your CEO or management team.
Is this only for large companies?+
No. Growing businesses benefit most: you get senior financial guidance without a full-time executive salary.
Can you help prepare for a business sale or purchase?+
Yes. We advise on business purchases and sales, including financial investigations and cashflow analysis.
How often would we meet?+
Engagements are tailored. Most clients run monthly reporting and strategy sessions, with support in between.
Can you work with our existing bookkeeper?+
Yes. We lead and review the work of your internal staff or external providers.
Which industries do you know best?+
Financial services, retail, food and beverage, and hospitality, among others.
Ready to talk?
Contact us today to discuss your cfo services needs. We are here to help you achieve financial success and peace of mind.