Services → Virtual CFO
Virtual CFO & Advisory
Strategy · Modelling · Growth · Funding
A finance director for your business, without a finance director’s salary.
Who this is for
- You are growing and the decisions are getting bigger than your gut
- You need funding and the bank wants forecasts you cannot produce
- You are profitable on paper but there is never any cash
What’s included
- Strategic financial advice
- Board and investor reporting
- Financial modelling and scenario planning
- Business growth planning
- Funding and finance support
- Business loan preparation
- Finance application support
- Cash flow forecasting
- Profit improvement strategies
- Due diligence
- Pricing and margin strategy
- Working capital management
How it works
- Free 15-minute callWe scope what you need and confirm the fixed fee in writing.
- Send your informationSecure portal, guided checklist, at your own pace.
- We prepare itYou get a draft to review, with anything unusual explained in plain English.
- Approve and lodgeWe lodge, confirm, and you keep a full copy.
Common questions
What does a Virtual CFO actually do?
Sets the targets, builds the forecast, tells you what the numbers mean, and holds you to the plan. A full-time CFO costs $180k+. This is the same function at a fraction of it.
What does it cost?
$1,500–$5,000 per month depending on the depth of reporting and how often we meet. Most clients start at the lower end and scale up.
Do I need to be a certain size?
It tends to make sense from around $1M turnover, or earlier if you are raising capital or scaling fast.
Related services
Tax Returns & Tax Planning
Every return type, lodged on time, at a fixed fee you know before we start.
From $150Bookkeeping & BAS
Your books reconciled monthly and your BAS lodged on time, every quarter.
From $350/moPayroll Services
Staff paid correctly and on time, with Single Touch Payroll handled for you.
From $8 per employee per runNot sure where to start?
Book a free 15-minute call. No cost, no obligation — we will tell you what you need and what it will cost.