Virtual CFO & Outsourced Controller Services

For: Businesses that need senior finance leadership without the senior finance payroll.

Book a free books review

Most businesses don’t lack data — they lack a finance brain

The questions that decide a company’s future are rarely accounting questions: How long does our cash last? Can we afford this hire? When do we raise, and how much? Which work actually earns its keep? A bookkeeper can’t answer them. A static annual budget — dead by February — can’t either.

What answers them is a living financial system plus senior judgment. That’s the virtual CFO function.

What we do

A rolling operating budget wired into your books. Thirty-six months, month by month, sharing your chart of accounts, driver-based (every hire, every contract, every vendor), rolled forward as actuals land — and reconciled to your general ledger every month so plan and reality can never quietly diverge.

Cash flow and runway management. Fee- and contract-level revenue timing, expense run-rates, and a forward cash view that turns “are we okay?” into a date on a calendar.

Board, investor, and lender reporting. One version of the truth, delivered on cadence, with the narrative that makes numbers useful.

Decision support. Hiring plans priced across the forecast horizon, pricing and project economics, capital-raise preparation and modelling — a senior partner in the room when it’s expensive to be wrong.

What you get

The forecasting, discipline, and judgment of a CFO at a fraction of a CFO’s cost — built on books we keep clean enough to trust.

The proof

Read how a rolling, GL-reconciled company budget changed decision-making for a multi-entity group — case study below.

Related case study
Real Estate Development & Construction

A Living Company Budget — Rolling, GL-Connected, and Reconciled Every Month

Runway, hiring costs, and raise timing turned from guesses into a schedule.

Read the case study →

Frequently asked questions

What's the difference between a virtual CFO and a bookkeeper?

A bookkeeper records what happened. A virtual CFO tells you what it means and what to do next: how long your cash lasts, what a hire really costs, when to raise, which customers and projects actually make money. We provide both layers — and they work better together.

How is this different from hiring a part-time CFO?

A fractional CFO gives you hours. We give you a system plus judgment: a rolling budget reconciled to your ledger monthly, forecasting infrastructure, reporting cadence — maintained continuously, with senior attention when decisions arise.

When does a business need a virtual CFO?

Typical triggers: revenue past ~$1M with no forward visibility, a planned capital raise, lumpy project-based cash flow, a board asking questions the books can't answer, or growth decisions being made on instinct.

What does the rolling budget actually look like?

A 36-month model, chart-of-accounts coded so it matches your books by construction, driver-based (headcount, contracts, vendors), rolled forward monthly, and reconciled against your general ledger so it can never silently drift from reality.

Book your free books review

Thirty minutes, your current setup, and a candid read on what it would take.

No retainers pitched, no obligation. You'll get a findings memo either way.