Problems We Solve
- No senior finance function to guide decisions, plan cash flow or prepare for lenders and investors.
- Financial reports exist but don't translate into clear decisions.
- Budgets and forecasts are inconsistent, outdated, or missing entirely.
- Founders and leadership spend time on bookkeeping instead of strategy.
Scope
- Management reporting & MIS
- Cash-flow planning and monitoring
- Budgeting & forecasting
- FP&A (financial planning & analysis)
- Board and investor reporting
- Internal controls review
- Strategic finance support for growth decisions
- Coordination with your existing accounting team
Deliverables
- Monthly MIS pack
- Rolling cash-flow forecast
- Annual budget with variance tracking
- Board-ready reporting deck
- Quarterly strategy & recommendations memo
Process
- Discovery & financial reviewUnderstand the business, current reporting and immediate priorities.
- Reporting cadence setupAgree the metrics, formats and monthly/quarterly rhythm.
- Monthly MIS & cash-flow cycleOngoing reporting, cash-flow tracking and variance review.
- Quarterly strategy reviewStep back from the numbers to the decisions they inform.
- Ongoing advisoryAvailable as questions and decisions come up between cycles.
Who It's For
- Growing SMEs without a full-time CFO
- Founders preparing for funding or a loan application
- Businesses that need board-level reporting discipline
- Family businesses professionalising their finance function
Frequently Asked Questions
Is this a full-time role?
No — Virtual CFO is engaged on a retainer or part-time basis matched to your business's stage and needs.
Do you replace our accountant?
No — we work alongside your existing accounting or bookkeeping team and add senior financial oversight on top.
How is pricing structured?
Scope and retainer are agreed after an initial discovery call, based on business size and reporting needs.
Can this start with a single deliverable?
Yes — many engagements start with a cash-flow model or a management reporting pack before expanding further.
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Talk to Sizaan about Virtual CFO & Strategic Finance
Book a consultation and we'll confirm scope, approach and next steps.