Services / The Summit
Virtual CFO & Finance Partner Support
For businesses that need more than bookkeeping but are not ready for a full-time CFO or finance manager. Senior financial thinking, on call, at the scale you actually need it.
A virtual CFO, or finance partner, gives you senior financial thinking on call, for the stage where regular reporting is no longer enough but a full-time hire is more than the business needs.
In practice, it means a finance partner in your corner for the decisions that matter. Andrew works alongside you on the numbers behind pricing, hiring, funding and growth, and explains what they mean in plain English rather than leaving you to interpret a spreadsheet on your own.
The result is the rigour of an in-house finance function, the reporting, the forecasting and the discipline, without the cost of a full-time hire. You get a considered view on where the business stands and where it is heading, exactly when you need it and none of the overhead of building that team yourself.
Best for
- Growing businesses that have outgrown basic reporting
- Owners weighing hiring, pricing or investment decisions
- Not-for-profits that need board-ready packs
- Businesses without internal finance leadership
What this is not
- A full-time CFO on a full-time salary
- Corporate jargon and reports you never read
- Advice given without current, accurate numbers
What's included
Finance leadership, sized to you.
Monthly reporting and owner or board packs
Clear monthly numbers packaged for owners or a board, so everyone sees the same picture and reads it the same way.
Budgeting and rolling forecasts
A budget to steer by and a rolling forecast that stays current as the year moves, not a document written once and filed away.
Scenario modelling and what-if analysis
Model the hire, the price change or the new site before you commit, so you can see the numbers each choice leads to.
Financial controls and process improvement
Sensible controls and tidier processes that lower risk and let the finance function run without constant firefighting.
A sounding board before major decisions
Someone senior to think out loud with before the big calls, so decisions are made with a clear head and real figures.
Better financial structure as you grow
The right structure, reporting rhythm and habits put in place as the business scales, so growth does not outrun the finances.
Your monthly rhythm
A steady cycle you can count on.
Report
Clear monthly numbers, packaged for you or the board.
Review
We read them together and agree what matters this month.
Forecast
The rolling forecast updates for what is coming next.
Decision
You make the call with a clear head and real figures.
Where this sits
Where a finance partner fits.
Virtual CFO support builds on the work before it. If reporting and forecasting are not yet in place, business advisory is the natural starting point. When tax needs to come into the picture, that is handled properly through a CPA practice.