Packages

Starter Package

Take Control of Your Business Finances

Ideal for businesses with $1M – $5M in annual turnover.

Our CFO Services Starter Package is designed for growing businesses that need expert financial guidance without the overhead of a full-time CFO. Gain clarity, control, and confidence in your financial future with our tailored solutions.

Affordable & Scalable

Starting at just $1,000 per month, our CFO Starter Package is a cost-effective way to gain high-level financial expertise without the commitment of a full-time hire.

Get Started Today

Take the first step toward financial clarity. Contact us to discuss how our Virtual CFO services can help your business thrive.

What’s Included?

3-Way Budgeting: A comprehensive budget covering profit & loss, cash flow, and balance sheet to provide full financial visibility.

Variance Analysis & Financial Adjustments: Monitoring actual performance against budgeted projections and making necessary adjustments.

Quarterly Strategy Sessions: Work directly with your executive team to provide expert financial advice, keeping you on track and aligned with your goals. Each session includes a 1-hour video consultation to discuss financial performance, strategic planning, and key business insights.

Growth & Analytics Package

Drive Growth with Strategic Financial Insights

Ideal for businesses with $5M - $15M+ in annual turnover.

For businesses looking to optimise financial performance and operational efficiency, our Growth & Analytics Package builds on the Starter Package with deeper financial analysis and risk management strategies.

Tailored for Growth

Designed for businesses that are scaling and need advanced financial oversight to maximise profitability and mitigate risks.

Affordable & Scalable

Starting at just $2,400 per month, our Growth & Analytics Package provides high-level financial expertise tailored to your business needs.

Get in Touch

Let’s take your business to the next level. Contact us to learn how our Growth & Analytics Package can help you achieve sustainable success.

What’s Included?

Everything in the Starter Package, plus:

Financial Planning & Analysis (FP&A): A well-defined financial strategy is crucial for business success.

Comprehensive Financial Analysis: Evaluating financial performance, identifying areas for improvement, and developing data-driven strategies to drive profitability.

Scenario Planning & Risk Management: Conducting financial modelling to prepare for potential economic shifts and mitigate risks.

Cash Flow Management

Maintaining a positive cash flow is critical for business sustainability. Our team ensures financial stability by:

Developing Cash Flow Forecasts: Providing detailed projections to anticipate cash flow needs and prevent liquidity challenges.

Optimising Accounts Receivable & Payable: Implementing strategies to improve collections, manage supplier payments, and maintain a healthy cash flow cycle.

Cost Control & Expense Management: Identifying areas for cost reduction while ensuring business operations remain efficient.

Monthly Strategy Sessions: Work directly with your executive team to provide expert financial advice, keeping you on track and aligned with your goals. Each session includes a 1-hour video consultation to discuss financial performance, strategic planning, and key business insights.

Ultimate CFO Package

Comprehensive Financial Leadership for High-Growth Businesses

Ideal for businesses with $15M - $25M in annual turnover.

For businesses that demand a full-scale financial strategy, the Ultimate CFO Package includes everything in the Growth & Analytics Package, plus advanced sales analytics and performance tracking to drive revenue and profitability.

Tailored for Large-Scale Growth

Designed for businesses that require full-scale financial leadership to drive revenue, optimise costs, and ensure sustainable success.

Affordable & Scalable

Starting at just $4,800 per month, our Ultimate CFO Package delivers executive-level financial expertise to your business.

Get in Touch

Take your business to the highest level with expert CFO support. Contact us to learn how our Ultimate CFO Package can help you accelerate growth and profitability.

What’s Included?

Everything in the Growth & Analytics Package, plus:

Sales Analytics & Performance Tracking: Gain a deep understanding of sales performance and profitability.

Revenue Analysis & Forecasting: Tracking sales trends and projecting future revenue growth.

Customer Profitability Analysis: Identifying your most valuable customers and optimising sales strategies.

Strategic Business Advisory

Beyond financial management, we offer high-level strategic guidance to drive business growth, resilience, and profitability. Our advisory services include:

Risk Management & Contingency Planning: Identifying potential financial risks and implementing strategies to safeguard business stability.

Operational Efficiency & Cost Optimisation: Analysing processes to improve profitability without compromising service quality.

Specialised Financial Modelling

Tailored Financial Solutions for Your Business

Every business has unique financial needs. Our bespoke financial modelling service offers custom-built solutions designed specifically for your business goals.

Flexible & Scalable

Pricing is tailored to the complexity and scope of your requirements. Contact us to discuss a solution that meets your business needs.

Get Started Today

Speak with our experts to explore how bespoke financial modelling can drive smarter decision-making and financial success for your business.

What’s Included?

Custom Financial Models: Tailored financial models that align with your business strategy and industry requirements. Starting at $1200 monthly

Comprehensive Financial Analysis: Evaluating financial performance, identifying areas for improvement, and developing data-driven strategies to drive profitability.

Profitability & Cost Analysis: Detailed financial insights to improve margins, optimise pricing, and manage costs effectively. Starting at $1200 * tailored to the complexity and scope of your business requirements

KPI Development & Performance Monitoring: Establishing key performance indicators (KPIs) tailored to your industry and business goals. Starting at $1200 * tailored to the complexity and scope of your business requirements

Product & Service Profitability: Evaluating profit margins across products and services to maximise returns. Starting at $1200 * tailored to the complexity and scope of your business requirements

Sales Pipeline & Conversion Tracking: Monitoring sales funnel effectiveness and optimising conversions. Starting at $1200* tailored to the complexity and scope of your business requirements

Data Cleansing: Ensuring the accuracy and integrity of your financial data by removing duplicates, correcting inconsistencies, and standardising information.