A Virtual CFO provides the financial leadership and oversight your business needs, without the cost of employing a full time CFO.
As a business grows, financial decisions become more complex. Board reporting, banking relationships, capital raising, acquisition analysis and exit planning all require a level of financial expertise that goes beyond annual accounts and compliance. We work alongside you and your leadership team providing senior financial support across reporting, planning and wider financial management of the business.
How we can help
Our Virtual CFO service provides ongoing financial support tailored to your business.
01
We can prepare a monthly board pack covering management accounts, performance against budget, cash flow, key business measures, and the outlook ahead. Each report includes commentary on the results, what has changed and any areas that may need further attention.
02
Financial planning can cover revenue targets, costs, staffing, capital expenditure and tax obligations. It can then be reviewed and updated throughout the year as your business and priorities change.
03
We work alongside you in managing banking and lender relationships, preparing financial information and helping present your business and its financial position clearly. If you are looking to refinance, extend an existing facility or raise new debt, we can support you through the process.
04
If you are raising equity or debt capital, we can work with you to prepare the financial information required, including liaising with your legal advisers throughout the process.
05
If you are considering buying a business or entering into a significant business transaction, we can help you understand the financial position, assess the opportunities and risks, and work through the financial implications before you commit.
06
If you are considering a future sale or succession, it is worth starting the planning early. We can advise on business structure, financial reporting and the information a potential buyer may want to see, and support you through the process.
07
As your business evolves, your tax and structure requirements may become more complex. We can talk through options available and advise on any changes that may be appropriate.
08
A Virtual CFO relationship gives you ongoing access to senior financial expertise from someone who understands your business, your financial position and your longer term goals.
Questions
More questions? Please reach out to our team.
The terms are used interchangeably in the New Zealand market. Both generally refer to a CFO-level professional engaged on a part-time basis rather than employed as a full time CFO.
As a general guide, the Virtual CFO engagement suits businesses at $2.5M and above, but it can also be more about the level of financial complexity and decisions ahead. Common triggers for moving to a Virtual CFO include a board or investors requiring formal reporting, a transaction or capital event on the horizon, or financial decisions that have become too complex to manage without ongoing financial input.
A Virtual CFO provides access to senior financial expertise without the salary and other employment costs associated with hiring a full-time CFO. Our Virtual CFO service is billed at a fixed monthly fee based on the level of involvement your business requires.
Let’s talk
Book a no obligation discovery call with Jeremy to discuss your business and how a Virtual CFO engagement could support you.
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