Virtual CFO

Partner-level financial oversight without a full-time CFO cost — cash flow discipline, MIS that owners actually read, and a finance function that scales with the business.

Scope of work

What this engagement covers

  • Monthly MIS and variance analysis
  • Cash flow forecasting and working capital management
  • Budgeting and cost control frameworks
  • Banker, investor and auditor coordination
  • Finance team supervision and process design

Who this is for

Startups, MSMEs, family businesses professionalising.

How the engagement runs

01

Understand

A scoping discussion with a partner to understand facts, documents and timelines before any commitment.

02

Agree

Written scope and fee, a document checklist, and a named team member responsible for your matter.

03

Deliver

Work executed against tracked deadlines with partner review, and working papers retained for every position taken.

04

Stand behind

If a filing or position is later questioned, the same team that made it defends it.

Start a conversation

Discuss your virtual cfo requirement with a partner. A scoping call comes first, always.

Related services

Accounting & Bookkeeping →Payroll Services →