I will provide a virtual cfo for startups, monthly forecasts, budgets and strategy
Certified Accountant, Bookkeeping, CFO, Financial Reports, ACCA, QBO
Informazioni su questo servizio
Is your business growing but your finances feel out of control?
As your Virtual CFO, Ill help you make smarter decisions with clear forecasts, custom budgets, and actionable financial strategies without the cost of hiring a full-time CFO.
What I offer:
- Strategic financial forecasting and cash flow planning
- Budget creation with variance analysis
- Business performance dashboards and KPI setup
- Monthly CFO calls (on request)
Ideal for: startups, small business owners, eCommerce founders, coaches, consultants, and agencies.
Why work with me?
- 9+ years of finance experience across multiple industries
- Hands-on support with clear, jargon-free advice
- Fast delivery and professional communication
- Tools: Excel, Google Sheets, QuickBooks, Xero
Lets bring structure and clarity to your finances message me before ordering to get started!
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FAQ
What makes this different from a standard bookkeeping gig?
Bookkeepers record data — as your Virtual CFO, I analyze your numbers and provide strategic advice based on your goals.
What industries do you specialize in?
I’ve worked with SaaS startups, eCommerce brands, service agencies, and consultants — but I can adapt to most industries.
Will I get a custom forecast model?
Yes — in the Standard and Premium packages, I include forecasting and KPI structures tailored to your business.
Can I use this for investor readiness or pitch decks?
Absolutely. I help startups prepare financial content and narratives that are investor-friendly and grounded in realistic growth paths.
How do you conduct consultations?
I use Zoom or Google Meet for live calls, or detailed written reports if you prefer offline guidance.
Do I need to have clean books first?
No — I can work from whatever you have (QuickBooks, Xero, or even Excel). If cleanup is needed, I'll flag it.
What software do you work in?
QuickBooks Online, Xero, Sage Intacct, NetSuite, and Excel/Google Sheets.
How do the consultation calls work?
Over Zoom or Google Meet, scheduled after I review your numbers.
What if my needs don't fit a package?
Message me for a custom offer — most engagements can be tailored.
Is my data confidential?
Fully. Happy to sign an NDA on request.

