VCFO services for startups and SMEs

As your company grows, you’re likely to need more help managing your finances.

But you don’t just need a finance manager. You need a financial adviser who yes, can manage your finances, but who also has extensive experience in startups and fast growing SMEs.

Which means one who can help you manage your cash more actively. One who understands the metrics you need to be measuring for your business and the stage you’re at. One who can help you raise funding. And one who has the connections you need for the different stages of your journey.

We provide CFO services that scale as you need them, with no lock-in contracts. We’ll take on more responsibility for you, until you’re ready for your own inhouse CFO. If you’d like some help understanding our virtual CFO packages, book a meeting with us.

What happens when I need a full-time CFO?

We’re really glad when this stage comes because it means we’ve successfully helped you reach this important stage in the life of your growing business.

We have a number of relationships with recruitment firms to help you source your full-time CFO and we’ll work closely with them for a smooth transition.


What can I expect?

Our engagements vary depending on the needs of our client, and their business stage. But to give you an idea of what one of our VCFO's are capable of, you can expect:

  • Monthly management accounts, including Profit & Loss, Balance Sheet and a Cash Flow Analysis
  • Our 'Monthly Performance Report' with commentary on your business performance
  • Weekly or monthly face to face or video meeting with a professional CFO and review of cash flow forecasts
  • Up to 2 hours of adhoc queries and work during the month
  • Fortnightly accountability calls

If you don’t have budgets or investor ready financial models in place before signing up, you will also need our separate financial modelling services. These are normally priced from $4,500, but we offer a $500 discount on these as part of our ongoing monthly VCFO services. If you require interim re-budgeting (eg rolling 12 month forecast re-budgeted at six months), these are updated and prepared as an additional service.