Business services

Virtual CFO

Budgets, cash flow forecasts and reporting to support financial decisions.

Financial information for your next decision

Budgets, forecasts and management reporting can help you understand the financial position of your business. We agree the questions to address and the information needed.

What we can support

Budget preparation and cash flow forecasting
Management reporting and variance analysis
Reporting packs for agreed stakeholder needs

Start with the decisions you face

Discuss the current reporting gap, the decisions ahead and the support you need. Deliverables and the review cadence are agreed before work starts.

Discuss the workload, systems and support you need. We will agree a written scope and fees before delivery begins.

Financial visibility across entities.

Custom dashboards support your CFO reporting with a view of cash, revenue, margins and overdue receivables across entities. Compare performance by entity and reporting period, then use the supporting detail to guide the next conversation.

Updates from connected accounting systems, at an agreed refresh frequency.
Views across entities, with account mapping and access permissions agreed before implementation.
Budget variances and commentary where included in your scope.

Custom dashboard implementation and ongoing support are quoted by scope. Refresh frequency depends on source systems and integrations. Group consolidation and intercompany eliminations require a separate agreed scope.

Illustrative dashboard · Monthly view · USD

Compare entities in one reporting view

Company A

Revenue: $120,000
Gross margin: 42%
Cash: $86,000
Overdue receivables: $14,000

Company B

Revenue: $85,000
Gross margin: 31%
Cash: $42,000
Overdue receivables: $9,000

Company C

Revenue: $65,000
Gross margin: 48%
Cash: $57,000
Overdue receivables: $6,000

Sample figures and proposed design, matching our presentation. This is an illustration, not a connected live dashboard or client result.