Virtual CFO & Advisory
Strategic finance support without a full-time CFO salary — budgets, forecasts and KPI dashboards that help you plan growth with confidence.
$500k+
Revenue stage where this pays for itself
Quarterly
Strategy sessions with your dedicated advisor
13-week
Rolling cash flow forecast, always current
What's included
Everything below is part of the service — no add-ons, no surprise line items.
- Annual budgets and forecasts
- Cash flow forecasting
- KPI dashboards
- Pricing and margin analysis
- Fundraising and lender preparation
- Quarterly strategy sessions
Who it's for
- Businesses scaling past $500k revenue
- Founders preparing to raise capital
- Owners planning big decisions
The result
A clear financial plan and a partner to help you hit it.
Start with a free consultationHow it works
A clear, proven process — you'll always know what happens next.
- Step 01
Understand the business
A deep-dive on your model, margins, goals and the decisions ahead of you.
- Step 02
Build the financial plan
Annual budget, hiring plan and a 13-week rolling cash flow forecast.
- Step 03
Track the KPIs
A live dashboard of the metrics that determine whether the plan is working.
- Step 04
Meet every quarter
Strategy sessions to review performance, adjust the plan and pressure-test big decisions.
Common questions about virtual cfo & advisory
How is this different from bookkeeping?
Bookkeeping records what happened. A virtual CFO helps you decide what happens next — budgets, pricing, hiring and cash planning.
Can you help me raise funding or a loan?
Yes — we build the financial model, forecasts and data room materials investors and lenders ask for.
What does it cost compared to a full-time CFO?
A fraction. You get senior financial leadership on a monthly plan, without a six-figure salary.
Explore our other services
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Learn moreBank Reconciliation
Every bank, card and loan account matched line-by-line so your balances are true.
Learn moreLet's get your books in perfect order.
Book a free 30-minute consultation. We'll review your books and send a fixed quote — no obligation.