How much time does a virtual CFO engagement involve?

Typically a fixed monthly block of hours agreed in the scope, with additional project time when major decisions arise.

Can we start with controller support and add CFO work later?

Yes. Many engagements begin with oversight and expand into planning.

Service

Virtual CFO & controller services

Senior financial oversight, forecasting and decision support without a full-time executive hire.

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Overview

What virtual cfo & controller services covers

A controller reviews the numbers and the process behind them. A CFO uses those numbers to plan. We provide either, at the level of involvement your stage requires.

Engagements typically combine a monthly review meeting with forecast maintenance and ad-hoc decision support.

Problems this service solves

Decisions made without a forecast
No one reviewing the bookkeeper's work
Pricing and hiring choices based on guesswork
Investor or lender conversations without supporting analysis

What you receive

Rolling cash flow forecast
Budget build and variance analysis
Pricing, margin and unit economics analysis
KPI framework and board reporting pack
Monthly review meeting with recommendations

Benefits

Forward-looking, not just historical, finance
Independent review of the books
Better-supported decisions

Fit

Who this is for

Growing companies not ready for a full-time CFO
Founders preparing for fundraising or lending
Businesses with a bookkeeper but no financial oversight

Process

How the engagement runs

Discovery
We review your financials, goals and current decision-making gaps.
Setup
We build the baseline forecast, KPI set and reporting cadence.
Ongoing delivery
Monthly review meetings plus forecast and analysis updates.
Review
Quarterly reset of targets, priorities and reporting.

FAQs