No CFO? No worries.

This mid-level virtual CFO service is for when you need us to lean in more. It’s very similar to our entry level CFO service, but with more of our time each month. 

The reporting side of this service uses Spotlight and includes:

• 3-way 12 month budget upon engagement (including cashflow)
• Monthly management report
  (actual performance against budget + balance sheet + cash + trend visuals)
• Written analysis of performance and recommendations
• (Optional) key metrics

If you don’t have budgets or financial models in place to  kick this off, don’t worry. We’ll discuss the cost of these (including a $500 discount if you’re using this virtual CFO service) before getting started. 

You might want other things too, like a more tailored set of monthly dashboard reports with specific metrics and KPIs. We can do this as an extra service – see our Dashboard and Financial Modelling Portfolio for some examples.

As you continue to grow, you might want to scale up to our CFO Partner service. You can also pre-purchase block time with us for anything coming up, like capital raising, when you’ll need more support.

Includes

• Monthly management accounts incl. profit & loss, cash, accounts payable & receivable
• Monthly Spotlight reporting
• Monthly 1 hour face-to-face or video meeting with a professional CFO and review of forward cashflows
• Weekly catchup call with a professional CFO
• Up to 6 hours of ad hoc queries and work during the per month

Price

$2,900 per month

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From $4,100 per month*

At this level, we’re working alongside you and your team in a way that makes sense for where you’re at.

This often means being involved in pricing, people/contract management, processes, system implementation, restructuring, capital raising, expanding and managing a successful exit. It also includes full Spotlight financial reports each month as well as key metric/KPI reporting. 

We have found there is both a minimum time commitment  (half a day per week) and a minimum engagement commitment (three months) so we can understand your business enough to really add value. 

We’ll work with you to figure out the virtual CFO partner service and pricing that best suits you. And no matter what, there’s no lock in other than one month’s notice. 

*$4,100 is for a ½ day per week and a 12 month commitment

Includes

• Financial reporting and forecasting from CFO Grow+
• Rolling 12 month forecast, updated every 6 months
• Monthly analysis of actuals and performance against budget for board reports
• Key metric and KPI reporting (working with your systems and tools to use)
• Fortnightly accountability calls

Price

From $4,100 per month

Additional service

With our experience as private equity investors and CFOs in equity backed companies, we’ll reality check your assumptions and build you financial models that withstand scrutiny.

We’ll work with you to finalise budgets, which then fits well with our ongoing virtual CFO services including monthly Spotlight reporting to forecast future cash positions.

We’ll meet with you to better understand the nature of your business and its drivers. With an understanding of your business’s strategic plan, we can assess the complexity of your financial modelling needs before we finalise a fixed quote for our services.

We offer a $500 discount on financial models when engaged as part of our ongoing monthly CFO Grow and virtual CFO Grow+ services.

Please see our Financial Modelling Portfolio for examples of our work.

From $2,500

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Additional service

We understand that sometimes you’ll just need some help or advice on the fly to help out generally or as part of a specific activity, such as investor relations.

For expected ongoing support in the short term (like during capital raising) or for a longer period, we offer  ½, 1 or 2 day per week virtual CFO packages (starting at $3,500/month for a 12 month commitment). Or you can pre purchase block time at a discounted rate for any anticipated adhoc advice in the future.  

Our consulting rates reflect the scope and timeframe of work you need done, as well as our seniority and experience in carrying it out. We’ll always be open about any charges, and wherever possible we’ll work with you to provide a fixed fee proposal before we dive in.

Rates for adhoc CFO consulting range from $300/hour to $400/hour depending on expertise and priorities.

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Capital raising is hard work. And you’ll want to get it right.

Additional service

While we all love stories about startups successfully raising capital it’s not an easy thing to do. You need experience, commercial acumen and a trusted financial adviser to pull it all together, as we do for our clients. 

Our experience in venture capital and startups (and accounting!) means we know what investors are looking for and how to prepare for the stressful but exhilarating job of capital raising. It’s hard work but that’s what we’re all here for, right?

We will work with you before, during and after raising capital to:

• Put regular reporting systems in place (via our virtual CFO services)
• Prepare financials for pitch decks (from our financial modelling services)
• Prepare and/or review information memorandums
• Undertake valuations, typically for early stage angel investors (with our valuation service)
• Prepare cap tables for expected investment
• Pre-prepare for the inevitable due diligence and support you through it

We also work with businesses looking to make acquisitions and venture capital firms undertaking due diligence for potential investments.

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