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Virtual CFO and management consulting

A virtual CFO is an outsourced finance lead who plans, tracks and advises, for companies that do not need a full-time CFO.

What is included

  • Budgeting, planning and investment analysis
  • Business valuation and feasibility studies
  • Internal controls and risk frameworks
  • Training and workshops for finance teams
  • Quarterly reports

Who it is for

Founders who want finance guidance without hiring a full-time CFO.

What we need from you

Access to your books and a regular time with us.

Questions

What does a virtual CFO do?
Plans budgets, tracks performance, advises on investments and sets up controls, on a part-time basis.
How is this different from accounting?
Accounting records what happened. A virtual CFO uses it to plan what comes next.
Do you do valuations?
Yes, for planning and feasibility. Statutory valuations are handled by the registered valuer concerned.

How the fee is set

Monthly or project fee, quoted after a conversation about scope.

Next step

Tell us about your volume of work. We reply with a scope and a quote.

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Due dates for this work are on the compliance calendar.

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