CFO-Level Leadership, Without the Full-Time Hire
Senior financial strategy, reporting, and cash flow leadership for founders and SMEs - exactly when you need it, scaled to your stage.
Your Virtual CFO Takes Finance Off Your Plate
A fractional CFO who owns the numbers, the reporting, and the strategy - so you can focus on building the business.
Financial Strategy
Goals, targets, and a financial plan tied directly to how your business grows.
Board & Investor Reporting
Clear, credible reporting packs that keep boards and investors confident.
Cash Flow & Runway
Rolling forecasts so you always know your runway and funding needs.
Unit Economics & Pricing
Margin, pricing, and unit economics analysis that protects profitability.
Fundraising Support
Models, data rooms, and numbers that stand up to investor scrutiny.
KPIs & Dashboards
The metrics that matter, tracked live and reviewed every month.
When It's Time for a Virtual CFO
If any of these sound familiar, a fractional CFO will pay for itself quickly.
- You're making big decisions on gut feel, not numbers
- You're raising funds and need investor-ready financials
- Cash flow is unpredictable and stressful
- You've outgrown basic bookkeeping but can't justify a full-time CFO
- Your board or investors want sharper reporting
- You need someone to own finance - not just record it
A Clear Path to a Stronger Finance Function
A proven, transparent process - from first conversation to ongoing CFO-level support.
Diagnose
We assess your books, tools, reporting, and finance workflows to find the gaps.
Week 1 · Gap report & tool auditDesign
We design your finance system - chart of accounts, reporting, dashboards, and controls.
Week 2 · System blueprintImplement
We clean, structure, and stand up the system on the right finance stack.
Weeks 3-6 · Clean books, live stackAutomate
We connect tools and AI agents to remove manual, repetitive finance work.
Weeks 6-8 · Workflows & AI agentsAdvise
We run ongoing CFO advisory - cash flow, forecasting, and decision support.
Ongoing · Monthly CFO review
Ready for CFO-Level Clarity?
Let's build the reporting, forecasting, and strategy your business needs to scale with confidence.
120+ businesses servedQuickBooks · Xero · ZohoServing clients worldwide5-day close, typical
