Virtual CFO
Virtual CFO, budgeting, cash flow, and financial reporting
Financial clarity that fuels confident growth.
On-demand CFO leadership to forecast, fund, and scale without full-time overhead.
- Who it’s for: Founders and nonprofit leaders needing senior finance without adding headcount.
- Outcomes: Predictable cash, informed decisions, clean books, and board-ready reporting.
- What you get:
- Rolling 13-week cash flow with scenario planning.
- Annual budgets and reforecasts tied to goals.
- Monthly financials with variance and KPIs.
- Unit economics and fundraising runway analysis.
- Board packets and donor/grant reporting.
- How it works:
- Discovery: Goals, revenue drivers, grants, and constraints.
- Build: Budget model, cash framework, KPI dashboard.
- Operate: Monthly close support and insights.
- Optimize: Forecast updates and strategy guidance.
- Deliverables:
- Budget + assumptions workbook.
- 13-week cash flow model and alerts.
- Quarterly strategy review and action plan.
Our Services
We offer a variety of consulting services, including business strategy development, financial planning and analysis, and market research.
