Virtual CFO & Advisory
Virtual CFO & Strategic Advisory
Executive-level financial leadership without the overhead—built for fast-growing businesses.
Budgeting & Forecasting
Forward-looking budgets and rolling forecasts that align with business goals.
Cash Flow Planning
Weekly and monthly cash flow visibility to support confident decisions.
KPI Dashboards
Custom metrics and executive reporting for leadership teams and investors.
Growth Strategy
Scenario planning and strategic guidance for expansion and funding.
Advisory Impact
We act as a strategic partner to help you scale with clarity and control:
- Leadership Insights:Board-ready analysis and executive reporting
- Capital Planning:Funding readiness and lender support
- Profitability Reviews:Margin analysis by product or service line
- Process Optimization:Finance workflows built for scale
- Risk Management:Controls and guardrails for growth
Service Packages
Foundation
Advisory plan
Essential leadership support with monthly insights.
What's Included
Monthly executive reporting- Budget tracking
- Cash flow review
- Quarterly strategy session
- Advisory support
Get Started
Growth
CFO plan
Hands-on strategic support for expansion and funding.
What's Included
- Everything in Foundation, plus:
- Rolling forecasts
- KPI dashboards
- Investor support
- Monthly strategy sessions
- Priority response window
Get Started