Virtual CFO

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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.