Virtual CFO Services
Your business has outgrown bookkeeping but isn't ready for a $200K/year CFO. You need someone who can build the financial models, talk to investors, and tell you where the cash is going.
What This Service Solves
A bookkeeper records what happened. A CFO helps you decide what should happen next.
If you're raising a round, your investors will expect board-ready financials, a 13-week cash flow forecast, and KPI dashboards that aren't cobbled together in a spreadsheet the night before. If you're not raising, you still need someone who can spot a cash crunch three months out or tell you whether that new hire actually makes financial sense.
That's what a Virtual CFO does — but at a fraction of the cost of a full-time hire, and with the flexibility to scale up or down as your needs change.
Who It's For
- •Startups preparing for fundraising who need investor-ready financials
- •Growing businesses that have outgrown bookkeeper-level financial management
- •Companies navigating a cash flow crunch or rapid growth
- •Founders who want a strategic finance partner, not just a number-cruncher
Our Engagement Process
How we onboard, analyze, compute, and complete your compliance filing without back-and-forth delays.
Financial Assessment
We review your current financial setup, identify gaps, and build a 90-day roadmap for the engagement.
Systems & Dashboards
We set up KPI dashboards, cash flow models, and reporting templates tailored to your business and your stakeholders.
Monthly Strategy Call
A dedicated call to review financials, discuss upcoming decisions, and adjust forecasts.
Ongoing Support
We're available between calls for ad-hoc questions, investor prep, board materials, and financial modeling.
Engagement & Pricing Details
Virtual CFO services start at $800/month. Includes monthly financial review, cash flow forecasting, KPI dashboard, and one strategy call. Board reporting, fundraising support, and additional modeling hours available at higher tiers.
Common Questions
Frequently asked questions about Virtual CFO Services.
A bookkeeper records transactions and produces financial statements. A CFO interprets those numbers, builds forecasts, advises on strategy, and represents the financial side of your business to investors and the board. We can do both if you don't already have a bookkeeper.
The base tier includes 8–10 hours/month: a monthly financial review, one strategy call, and async support. Higher tiers include more hours for fundraising support, board prep, and hands-on modeling.
Yes. We build the financial model, prepare the data room, and can join investor calls to handle financial Q&A. This typically falls under our higher-tier packages.
No. We work with whatever you already use — QuickBooks, Xero, or even spreadsheets. We'll recommend upgrades only if your current setup genuinely can't support the reporting you need.
Explore Related Services & Guides
Cross-border situations rarely fit in one box — these may also apply to you.
Outsourced Bookkeeping for Foreign Businesses
Monthly books, reconciliations, and financial reports for US and UK businesses — delivered on time, every time, without you having to chase us.
ServiceFDI Advisory & Company Incorporation
Setting up a business in India? We handle FEMA compliance, RBI approvals, entity structuring, and ongoing regulatory filings so you can focus on building.
Guide · 6 min readFinancial Planning Tips for Startups in 2026
Key financial strategies for early-stage startups. How to manage runway, plan cash flows, handle tax compliance, and structure investments.
Guide · 8 min readStep by Step Guide to Register a Private Limited Company
A complete walkthrough of registering a Private Limited Company in India. Covers DSC, DIN, SPICe+ form, and post-incorporation compliance.