Senior financial leadership, without a full-time hire.
A Virtual CFO gives you senior financial oversight and strategic input — budgeting, cash flow, investor reporting, board readiness — without the cost or commitment of a full-time executive hire.
We plug into your existing team as an extension of it, not a replacement — working alongside your accounts staff, your auditors, and your lenders, so nothing falls into the gap between them.
Not a one-off engagement — a recurring rhythm, so you always know where things stand.
Prior month's books reconciled, reviewed and closed cleanly.
Management reports and KPI dashboards prepared for review.
Numbers walked through directly with founders or the board.
Cash flow reviewed and the month ahead planned.
Not every business needs the same depth of involvement — here's how the three levels differ.
Best for early-stage businesses building financial discipline for the first time.
Best for scaling businesses managing investors, lenders or a growing board.
Best for established businesses needing senior financial leadership across multiple entities.
Your accountant handles bookkeeping and day-to-day compliance. A Virtual CFO sits a level above that — focused on strategy, forecasting, board readiness and financial leadership, using the numbers your accounts team produces.
Yes — the engagement is scoped to what you need now, and we adjust as your business, board, and reporting requirements evolve.
Direct participation is built into the Scale tier. For Foundational and Growth, we typically prepare board materials and are available on request, and this can be adjusted based on your needs.
No — we work alongside them, not instead of them. The org chart above is literally how we see it: your Virtual CFO connects leadership, your internal team, and your external stakeholders.
This varies by tier and by how complex your business is — we scope the expected time commitment with you during onboarding, so there are no surprises.
Tell us your stage, and we'll recommend the right engagement level.
