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Advisory

Business Advisory

Virtual CFO support and reporting that turn your numbers into decisions you can act on.

What working with us looks like

Hand over the work, keep the control.

01

A dedicated point of contact

One person who knows your file and your history, not a call queue.

02

Clear scope and pricing

You know what is covered and what it costs before any work begins.

03

Responsive support

Questions answered the same working day, in plain language.

04

Proactive and compliant

We flag what is coming up and keep you ahead of every deadline.

What's included

Everything this service covers.

Virtual CFO

Part-time CFO support for finance strategy and oversight.

MIS reporting

Monthly dashboards on revenue, margin and spend.

Cash flow

Forecasting and runway visibility so you can plan ahead.

Budgeting

Annual budgets and variance tracking against actuals.

Structuring

Entity, funding and tax structuring for the next stage.

Projections

Financial models for lenders, investors or planning.

What you get

Clear deliverables, every cycle.

How it works

How we run business advisory.

01

Understand

We learn the business, model and goals.

02

Build reporting

Set up MIS, cash-flow and budget views.

03

Review

A monthly read-out on performance and decisions.

04

Steer

Advice on structuring, funding and tax as you grow.

FAQ

Questions, answered.

What does virtual CFO support cover?+

Finance oversight, MIS, cash-flow and budgeting, plus structuring and decision support, without a full-time hire.

How often do we meet?+

Typically a monthly read-out, with availability in between for decisions that cannot wait.

Can you build projections for a loan or investor?+

Yes. We prepare models and projections suited to lenders or investors.

Is this useful for an early-stage business?+

Yes. Even simple MIS and cash-flow visibility early on prevents costly surprises later.

Related

Often paired with

Let's get your books and filings in order.

Tell us what you need handled. We come back with a clear scope and the next steps.