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Virtual CFO

The finance function, without the hire.

Between a bookkeeper and a full-time CFO there is a gap that most businesses under ₹50 crore sit in: they need someone to read the numbers, not just produce them.

That means monthly management accounts that arrive by the 10th rather than the 25th, a rolling cash flow forecast, a budget with variances explained, and a board pack that answers the questions the board actually asks.

For a funded company it also means the investor reporting the shareholders' agreement requires.

What is included

  • Monthly management accounts by the 10th
  • Rolling 13-week cash flow forecast
  • Budget, variance analysis and board pack
  • Investor reporting and data room upkeep

What we need from you

  • Access to your accounting system
  • Bank statements and the loan schedule
  • Existing budget and any investor agreements
  • Prior year financial statements

Questions

How is a virtual CFO different from an accountant?

An accountant records what happened and files it. A CFO tells you what it means and what to do — whether the runway supports the hire, why margin moved, what the covenant test will show next quarter. It is a forward-looking role rather than a compliance one.

Talk to us

Get started with Virtual CFO

Tell us a little about the business and a chartered accountant will call you back. You will get a firm quote before any work begins.

  • A qualified accountant on the call, not a call centre
  • A firm quote before any work begins
  • Your details are never sold or shared

By submitting you agree to be contacted about this enquiry. We do not sell or share your details, and there is no obligation to proceed.