Overview
Overview
Many growing businesses need CFO-level judgement before they need a full-time CFO.
Our virtual CFO engagements combine financial oversight, reporting, compliance supervision and planning with regular reviews with the leadership team.
Who this is for
- Venture-backed start-ups
- SMEs professionalising finance
- Founders preparing for fundraising
Scope of work
The precise scope is confirmed in writing for each engagement. It typically includes:
- Monthly financial review and MIS
- Compliance supervision
- Budgeting and forecasting
- Board and investor reporting
- Finance process and controls
Documents usually required
- 01Financial statements and MIS
- 02Compliance calendar
- 03Business plan
We share a checklist specific to your case. Please do not send identity or financial documents by email — existing clients can upload them securely through the client portal.
How we work
- 1
Initial discussion
We understand your situation, the period involved and what you need from the engagement.
- 2
Scope & document list
You receive a written scope and a checklist of the information we need.
- 3
Preparation & review
Our team prepares the work, which is then reviewed by a senior professional.
- 4
Your approval
We walk you through the outcome and obtain your confirmation before anything is filed or issued.
- 5
Completion & records
Filing or delivery is completed as applicable, and acknowledgements and working papers are shared or retained.
Frequently asked questions
How is this different from accounting outsourcing?
Outsourcing covers execution; a virtual CFO provides oversight, analysis and decision support.
Last updated 11 Oct 2026. This page is general information, not professional advice. Applicability depends on your facts and the law in force; we do not guarantee any particular outcome, saving, registration or approval.