CFO advisory & virtual CFO.
Virtual CFO and management consultancy for business planning, budgeting, cash-flow forecasts and financial reporting, with an advisory scope shaped around your stage of growth.
Is this the right starting point?
Virtual CFO advisory provides management consultancy focused on financial decision-making. It brings business planning, budgets, cash-flow forecasts and management information together so owners can assess performance, funding needs and planned spending.
When it fits
An owner or management team wanting a clearer view of performance, funding needs and planned spending.
Make the next decision with a clearer view.
Discuss support with cash-flow planning, budgets and forecasts and management reporting and decision support. We confirm the tasks, review rounds and responsibilities around your requirements.
- 01
Cash-flow planning
- 02
Budgets and forecasts
- 03
Management reporting and decision support
The agreed forecasts, management reports and review cadence, with assumptions and decision points made explicit.
Your engagement confirms the final deliverables and any separately scoped work.Prepare the right records.
Start with the information below. The final checklist depends on your circumstances, the application or reporting route, and the recipient’s requirements.
Entity, person and jurisdiction details
Tax classification or residency, reporting year, states involved and the purpose of the engagement.
Financial and prior-period records
Books, tax documents, earlier filings, ownership and relevant transaction or recipient records.
Records for this service
Current accounts, cash position, budgets, revenue assumptions, commitments and management priorities.
From review to handover.
- 01
Define the engagement
Confirm jurisdiction, tax or reporting framework, intended recipient and professional responsibilities.
- 02
Review the evidence
Organise the accounts and supporting records and resolve questions about the reporting scope.
- 03
Prepare and review the work
Discuss the computation, reporting, analysis or evidence with the responsible professionals.
- 04
Agree the handover
Deliver the agreed records or reports and confirm submission, signing and continuing responsibilities.
Know the scope, cost and timing.
What affects the quote
Entity classification, states, reporting years, record complexity and professional signing needs affect scope. Confirm federal/state work and cross-border schedules explicitly in the quote.
What affects the timeline
Jurisdiction review, complete records and the appropriate professional’s availability affect the estimate. Filing, assurance and advisory engagements have different deliverables and schedules.
After this work
Retain the supporting records and reports and agree who handles submission, tax payments, communications and the next reporting cycle.
Questions before you begin?
What does CFO advisory & virtual CFO support include?
Cash-flow planning, budgets and forecasts and management reporting and decision support. The final inclusions and handover documents are agreed before the engagement starts.
What should I have ready?
Current accounts, cash position, budgets, revenue assumptions, commitments and management priorities.
What will it cost, and how long will it take?
Entity classification, states, reporting years, record complexity and professional signing needs affect scope. Confirm federal/state work and cross-border schedules explicitly in the quote. Jurisdiction review, complete records and the appropriate professional’s availability affect the estimate. Filing, assurance and advisory engagements have different deliverables and schedules.
Can you help with my US jurisdiction?
Tell us about the person or entity, reporting year, state activity and type of engagement. We confirm professional coverage and the appropriate scope before accepting the work.
