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Accounting

Virtual CFO Services Online

Part-time CFO support — MIS, cash flow planning, budgets and investor-ready numbers, without a full-time hire.

  • Monthly MIS report with key performance indicators
  • Cash flow forecast and working capital monitoring
  • Annual budget and variance analysis
  • Review of accounting, tax and compliance calendar
Ongoing monthly engagement with a monthly review call Track every step online Secure document vault

About Virtual CFO Services

Growing businesses often need financial leadership before they can justify a full-time CFO. A virtual CFO turns your bookkeeping into decisions: monthly MIS reports, cash flow forecasting, budgets, unit economics and readiness for bank or investor due diligence. Our virtual CFO works from the books you maintain with us or another accountant, and meets your team each month to review performance.

What's included

  • Monthly MIS report with key performance indicators
  • Cash flow forecast and working capital monitoring
  • Annual budget and variance analysis
  • Review of accounting, tax and compliance calendar
  • Support for bank, lender and investor discussions
  • Monthly review call with founders or management

Documents required

  • Monthly books of accounts or trial balance
  • Bank statements
  • Sales pipeline and receivables data
  • Payroll summary
  • Existing loan and investor agreements
  • Business plan or targets for the year
Transparent pricing

One fixed professional fee, inclusive of GST, agreed with you before any work starts — no hourly billing, no surprises, and nothing charged until you approve it.

How it works

1

Order & pay online

Subscribe to virtual CFO services and pay online.

2

Upload documents in your dashboard

Upload your books, bank statements and business targets in the dashboard each month.

3

We analyse and advise

Your virtual CFO prepares MIS, forecasts and recommendations, and reviews them with you on a monthly call.

4

Track & download

Download MIS packs and forecasts from your dashboard and track action items.

Get Virtual CFO Services done — fully online

Order & pay online • Upload documents securely • Track status and download deliverables from your dashboard

Frequently Asked Questions

Who needs a virtual CFO?↓

Startups and SMEs that have outgrown basic bookkeeping, are raising funds or loans, or need better control over cash flow and margins, but do not need a full-time finance head.

Does the virtual CFO maintain my books?↓

Bookkeeping is a separate service. The virtual CFO relies on accurate monthly books, which can be maintained by our accounting team or your existing accountant.

Can a virtual CFO help with fundraising?↓

Yes. We help prepare financial models, projections and data rooms and support due diligence. We do not guarantee that funding will be raised.

Is the engagement locked in for a year?↓

The service is billed monthly. Because the value builds over time, we recommend at least a quarter, but you can stop with notice as per the order terms.

Will you sign financial statements or act as a statutory auditor?↓

No. A virtual CFO is an advisory role. Statutory audit must be done by an independent auditor who is not involved in preparing your financial statements.

One dashboard for all your compliance

Add your companies, LLPs and firms, keep documents in one vault, and never miss a due date.

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Virtual CFO Services

Ongoing monthly engagement with a monthly review call