Virtual CFO Services & Fractional CFO Support
CFO-Level
Intelligence.
— Without the Full-Time Hire.
— For Growing Companies.
— For Fractional CFOs.
A full-time CFO costs $250K–$400K per year. We give growing companies and fractional CFO practices the financial strategy, models, and reporting infrastructure of a seasoned CFO — at a fraction of the cost.
Live Dashboard
Financial Overview · Q2 2026
Revenue
$2.4M
+18%
Burn Rate
$180K
−12%
Runway
14 mo
+2 mo
Cash Flow · 6 Months
Board-ready ✓
60% Faster Close
vs. industry average
White-Label Ready
Your brand, our execution
78%
of SMEs can't afford a full-time CFO
$300K+
average annual cost of an in-house CFO
62%
of small businesses fail due to cash flow issues
15% CAGR
growth in the fractional CFO market globally
Sound Familiar?
Whether you're a growing company or a fractional CFO, we've heard it before.
"A full-time CFO costs $250K–$400K/year. We're growing fast but aren't there yet."
"Our cash flow is unpredictable — investors ask questions our books can't answer."
"We're always reporting on last quarter. We need someone focused on next quarter."
"We're scaling fast but our finance function hasn't kept pace with the business."
"Our board decks look patchy. Investors want clean models and clear narratives."
What We Deliver
A complete virtual CFO support function — built for your stage, your industry, and your goals
Financial Modeling & Forecasting
Driver-based financial models built around your business — revenue, headcount, burn, and unit economics. Rolling forecasts that stay current with your actuals and give your clients or leadership real decision-making power.
- Multi-scenario sensitivity models
- Driver-based revenue forecasting
- Headcount & burn rate planning
- Variance analysis vs. budget
Cash Flow Management
Know exactly how much runway you have — and what levers to pull. We build 13-week and quarterly cash flow models that factor in receivables, payables, payroll, and funding timelines so you're never surprised.
- 13-week rolling cash forecast
- Working capital optimization
- Funding runway analysis
- Receivables & payables tracking
Board & Investor Reporting
Board packs that tell the right story. We structure investor-grade reporting packages — P&L bridges, cohort analysis, KPI scorecards — so your leadership walks into every board meeting with confidence.
- Monthly board reporting packs
- Investor-grade financial models
- Revenue & gross margin bridges
- KPI scorecards & commentary
MIS Dashboards & Management Reporting
No more waiting 15 days after month-end. We build automated MIS dashboards and management reporting packs that connect your financial and operational data for real-time visibility.
- Automated monthly MIS reports
- Real-time KPI dashboards
- Cross-functional data integration
- Executive summary formats
FP&A as a Service
A complete financial planning and analysis function without the overhead. We handle budgeting, variance tracking, scenario planning, and strategic financial analysis — on a cadence that works for your business.
- Annual budget build & reforecasting
- Monthly variance & commentary
- Scenario & what-if planning
- Department-level cost analysis
White-Label Support for Fractional CFOs
Your clients get your expertise. You get our execution. We serve as the invisible back-office team behind fractional CFOs and advisory firms — producing models, reports, and dashboards entirely under your brand.
- Full white-label delivery
- Your brand, our execution
- Scales with your client roster
- CAs, MBAs & Big 4 alumni
Accounting & Bookkeeping Foundation
CFO-level insights need clean books underneath. We provide end-to-end accounting support — monthly close, AP/AR management, payroll reconciliations — so every financial analysis is built on accurate data.
- Monthly close & reconciliations
- AP/AR management
- Payroll processing support
- Audit-ready clean-up
Fundraising & Investor Readiness
From Series A prep to debt financing, we build the financial infrastructure investors expect — 3–5 year models, pitch deck financials, data room support, and diligence-ready documentation.
- Investor-grade 3–5Y financial models
- Pitch deck financials
- Data room curation
- Due diligence support
Industries We Serve
Virtual CFO support isn't one-size-fits-all. We bring sector-specific expertise to every engagement.
Whether it's SaaS unit economics, eCommerce contribution margins, healthcare revenue cycles, or manufacturing cost variances — our team speaks your industry's financial language.
SaaS & AI Software
MRR/ARR tracking, churn analysis, CAC:LTV ratios, SaaS unit economics, and investor-grade metrics for subscription businesses.
eCommerce & D2C
Contribution margin analysis, inventory cash flow, ad spend efficiency, and seasonal working capital management.
Healthcare & Medtech
Revenue cycle analysis, payer mix reporting, compliance-aware financial modeling, and clinical expansion planning.
Manufacturing
COGS modeling, production cost variance, working capital cycles, and multi-plant financial consolidation.
Professional Services
Utilization-based revenue models, project profitability tracking, partner distribution reporting, and retainer forecasting.
Real Estate
Property-level P&L, development cost tracking, IRR/ROE modeling, and investor distribution reporting.
Nonprofit & Social Impact
Grant reporting, program-level financial tracking, restricted vs. unrestricted fund management, and board financial governance.
Field Services
Job costing, technician productivity metrics, fleet & overhead allocation, and service contract revenue recognition.
How It Works
From first call to full finance function — here's what the journey looks like
Step 01 of 5
Discovery & Scoping
We map your current finance function, reporting needs, and strategic goals. Whether you're a company needing a virtual CFO or a fractional CFO needing an execution arm — we design the engagement around your reality.
Why Companies & CFOs Choose to Work With Us
We don't bring templates — we bring a finance team that understands your industry and your stage.
From a pre-revenue SaaS startup building its first financial model to a fractional CFO practice scaling to 30+ clients — we have the depth, the tools, and the talent to deliver.
Senior-Level Finance Talent
CAs, MBAs, Big 4 alumni, and FP&A specialists — the calibre of team that typically costs $250K+ in-house, available at a fraction of the cost.
Sector-Deep Expertise
We're not generalists. We understand SaaS unit economics, eCommerce contribution margins, healthcare revenue cycles, and PE reporting standards across 8+ industries.
Tools You Already Use
Excel, Google Sheets, Power BI, Tableau, QuickBooks, Xero, NetSuite, Stripe, HubSpot, FathomHQ, Zoho — we work within your existing stack.
White-Label Ready
We operate completely under your or your client's brand. No third-party disclosure — just clean, professional deliverables.
Integrated Finance Function
Strategy, FP&A, accounting, and AI-powered automation — all under one roof. We connect the dots between your operations and your finances.
Scalable Engagement Models
From a single fractional CFO engagement to a full outsourced finance function for a portfolio of 20+ companies — we scale with you.
Engagement Models
Flexible support structures built around your needs
Every engagement is scoped to your stage and goals — not templated. These packages reflect the most common starting points.
CFO Foundations
Clean books + core reporting for early-stage companies
What You Get
- Monthly bookkeeping & close
- Basic P&L and cash flow report
- Quarterly budget vs. actuals
- Dedicated finance contact
Ideal For
Pre-revenue to $2M revenue startups
Virtual CFO Suite
Full FP&A + board reporting + cash flow management
What You Get
- Financial model & rolling forecast
- Monthly board / investor pack
- Cash flow & runway dashboard
- Scenario planning & KPI tracking
Ideal For
Series A–B companies ($2M–$30M revenue)
Fractional CFO Partner
White-labeled execution for CFO practices
What You Get
- White-label models & dashboards
- Client board pack production
- Multi-client management support
- Scales with your client roster
Ideal For
Independent fractional CFOs & boutique advisory firms
Enterprise Finance Office
Comprehensive outsourced finance for mid-market companies
What You Get
- Full FP&A + accounting function
- Multi-entity consolidation
- Fundraising & investor relations
- AI-powered automation & BI
Ideal For
Mid-market ($30M+) or PE-backed portfolio companies
Trusted by Leading Companies Worldwide
Ready to Install a Finance Function That Works?
Whether you need virtual CFO support for your company or a white-label execution team for your practice — we make it seamless.