A CFO that knows your business (and its journey)

As you move forward on your business journey, you will likely need support along the way. A Chief Financial Officer plays an important role in paving this path, ensuring you move strategically, and deliberately, in the right direction. More than just a financial officer, you need a financial adviser. Someone who looks further than the numbers – taking a holistic approach to your financials, cognisant of the larger picture at play.

It’s vital to create a relationship that fosters your growth. Active management, brand understanding, fundraising advice and great connections are all attributes your CFO should possess.

Our CFO services adapt to your business as you grow and change. That’s why when you partner with us there’s no lock-in contracts and no hidden additional costs. We gradually take on more responsibility and lighten your load until you’re ready for your own in-house CFO.
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Systems

Having the correct framework set up means correct reporting of numbers and ultimately, company growth. Your VCFO will ensure that you have these systems in place to help drive your business.

Reporting

Get expert data, so that you can understand lead indicators for driving your business forward.

Insights

Your VCFO has a specialist understanding of your business reports. With experience in interpreting this information, you will always get expert advice on what your next move should be.

Fathom-3

Virtual advice every step of the way...

Your current business journey is unique to you. That’s why we tailor our engagements to suit where you are and what you need. We can take care of:

  • Management. Accounts managed monthly, including Profit & Loss, Balance Sheet and an extensive Cash Flow Analysis.
  • Data. We send our 'Monthly Performance Report' with commentary on your business financials.
  • Communication. Keeping everyone informed is key to your success. Regular meetings are held with a professional CFO to review your cash flow forecasts and discuss any concerns. Weekly or monthly, face to face or video – we work to your rhythm.
  • Advice. Up to 2 hours of ad-hoc queries and work are available during the month.
  • Responsibility. What gets measured, gets done. We hold you to your word, with fortnightly accountability calls.

No budgets or financial models? Before signing up, our separate financial modelling services are available to help with everything you need to get on track with your books. As an additional service, we can offer interim re-budgeting. For example, rolling 12-month forecast re-budgeted at six months.

We love helping businesses grow and get to those champagne moments.

That’s why we’re more than just a bolt-on service, we’re your partner. Our people are genuinely invested in your success, dedicated to helping you achieve each and every business milestone. Cheers to that.