Virtual CFO advisory services for small business

We work inside your business as your virtual CFO and business partner. This includes:

Initial business review We conduct a full review of your business to identify the main areas that require improvement and where the main risks and opportunities lie.

Business planning We’ll help you create a business plan that sets out the steps you need to take to achieve your main business and personal goals.

Cashflow management and forecasting One of the main areas that most small businesses struggle with is cash flow. We’ll help you set up a system to solve the main cash flow issues.

Budget preparation and analysis How do you budget for the improvements you need to make to grow your business? Together we’ll prepare a budget that allows ongoing analysis and tracking.

Profit improvement analysis Together, we consider the key drivers for profit improvement so that you can free up the resources to start to grow the business.

Live Business Dashboard You stay in control at all times, with a live business dashboard that provides real-time insights into your business.

Financial reporting for small business owners

A virtual CFO understands the numbers. Customised reporting will look at your actual performance versus your budget and goals, your balance sheet, cash flow and business trends.

What do all the figures actually tell you and what decisions should you now make as a result?

We will measure key metrics and KPIs to determine if you are on track to meet your goals.

Are Virtual CFO advisory services for you?

Most small business owners with big plans can’t go to the expense of an in-house CFO.

By outsourcing to a virtual CFO, you get:

• A partner who is invested in understanding your business
• Cost-effective financial guidance
• Business insight and advice without the high overheads