Documents Required for Virtual CFO Services
Virtual CFO Services is granted on the strength of the papers you file with it, so a complete set at the start is the difference between ongoing monthly engagement with a monthly review call and a query that sends the application back. Below is every document our team needs from you, what each one is for, and how to get it to us. You upload all of it in your Fastlegal dashboard — nothing is couriered, and nothing is payable while you gather it.
Checklist: 6 documents for virtual cfo services
- 1
Monthly books of accounts or trial balance
- 2
Bank statements
- 3
Sales pipeline and receivables data
- 4
Payroll summary
- 5
Existing loan and investor agreements
- 6
Business plan or targets for the year
What we file with them
- 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
How to submit your documents
- 1
Start it online: Start virtual CFO services — we confirm the fee before anything is payable.
- 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.
Scans or clear phone photographs are fine for every item above. Documents live in your private vault, are served only to your signed-in account and the team working on your file, and you can delete anything you uploaded.
Got your documents together?
Hand virtual cfo services to our team and upload them straight away. We confirm a fixed fee once we have seen what is involved — nothing is charged until you approve it.
Not sure which documents apply to you?