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Virtual CFO

CFO-level clarity without a full-time hire.

Forecasts, margin reviews, tax timing and growth decisions — fractional finance leadership for UK SMEs that have outgrown basic compliance.

  • Strategic sessions
  • Cash forecasting
  • Tax-aware planning
  • Fixed engagement

Virtual CFO services for UK businesses. Strategic financial guidance, cash flow management & business planning without a full-time CFO. Book a free consultation.

When compliance isn’t enough

01

Growing faster than your visibility

Revenue up, clarity down. We build the finance rhythm of a bigger company.

02

Decisions without a model

Hiring, pricing, stock — we stress-test cash before you commit.

03

Accountant only appears at year-end

Virtual CFO is ongoing. Proactive, not archaeological.

What a Virtual CFO engagement covers

Cash flow forecasting

13-week or monthly models you can actually use.

Margin & pricing reviews

Where profit leaks — and what to change.

Tax timing conversations

Coordinate with compliance so planning isn’t an afterthought.

KPI dashboard

A short set of numbers the leadership team watches.

Board / lender support

Cleaner packs when you need external confidence.

Scheduled strategy calls

Regular working sessions, not ad-hoc firefighting only.

Right fit if you

  • Turn over enough that mistakes are expensive
  • Have (or want) management accounts
  • Are hiring, raising or expanding
  • Want a finance partner, not just a filing agent

Engagement flow

  1. 1. Diagnostics call Goals, gaps, current reporting.
  2. 2. Proposal Scope, cadence and fixed fee.
  3. 3. Foundation Data, forecast and KPI setup.
  4. 4. Rhythm Recurring reviews and decision support.

Need a finance brain on your side?

Book a free Virtual CFO intro call.

Book a free call Call us

Common questions

Is Virtual CFO separate from bookkeeping?

Yes — but it works best with solid books. We can provide both.

How many hours do I get?

We scope by outcomes and meeting cadence, not vague hourly buckets. You’ll see this in the proposal.

Do you replace my accountant?

We can be your full stack, or work alongside compliance if you already have a filer. Honesty first.