Virtual CFO
Fractional finance leadership — board pack, runway model, unit economics and fundraise readiness, on a monthly cadence.
A founder making decisions about money that are now too big for a spreadsheet and too small for a full-time finance hire.
Timeline
1–3 weeks
From kick-off to hand-over, once we have what we need from you.
Commitment
Minimum term 3 months
Billed monthly. After 3 months it continues month to month and either side may end it with 30 days' notice.
How we work
One named lead
The same person from the first call to hand-over, not a queue.
What you get
- A rolling cash-flow forecast, updated monthly
- Monthly management accounts with commentary on what changed and why
- Budget against actual, by department or product line
- Unit economics and the runway figure, stated plainly
- A monthly review call with whoever is making the decisions
- Support on lender and investor questions about the numbers
What is not included
- Bookkeeping itself. The books must be maintained, by us or by you
- Audit, tax filing and statutory compliance work
- Fundraising: introductions, pitch decks and negotiation
- Signing authority, or any power to move money
- Investment, securities and personal tax advice
Anything here can be added to a virtual cfo engagement, quoted separately before it starts.
What we need from you
Projects run late for one reason far more than any other: waiting on something only you can provide. These are the ones that hold the clock.
- Access to the books, kept reasonably current
- Bank statements and the loan and facility schedule
- The plan as you see it, however rough
- An hour a month from the person who decides
How it runs
You will see these exact stages update in your client portal as we progress.
Onboarding
Historicals reviewed and reporting baseline set.
Model Built
Driver-based forecast and runway model delivered.
Monthly Cadence Live
Board pack issued on a fixed monthly date.
Ready to start?
This one is priced to your situation — most of what we do needs a local filing agent, so we scope it rather than guess. Tell us the specifics and we come back with a fixed quote and a confirmed timeline, within one business day.
Not sure this is the right service? A paid expert call is credited against your order.
A monthly engagement, not a filing
No authority is involved and there is no statutory fee. The price on this page buys the scope described on this page; work outside it is quoted separately and approved by you first, and either side may end the engagement after the minimum term. Your proposal and engagement letter are the binding documents.