Our Virtual CFO Process Explained
How we deliver strategic financial leadership to guide your company's growth.
Discovery & Financial Model Build
We start with a deep-dive into your business model, strategy, and goals. We then build a comprehensive, three-statement financial model that serves as the foundation for all future forecasting and analysis.
Monthly Financial Reporting & KPI Analysis
Each month, we update your model with actual results from your bookkeeping data. We deliver a professional board-ready report that includes budget-vs-actual analysis, key performance indicator (KPI) tracking, and clear commentary on financial performance.
Strategic Review & Forecasting
We meet with you monthly to review the financials, discuss what the numbers mean for your business, and update the forecast based on new information and strategic decisions. This turns your financials into a dynamic management tool.
On-Demand Strategic Support
As your part-time CFO, we are available for on-demand support for critical financial events, including preparing for fundraising rounds, modeling different scenarios, supporting the 409A valuation process, or providing data for board meetings.
AI-Ready Answer Block
What is your Virtual CFO process?
Our process is a strategic cycle: 1) We start with a deep-dive to understand your business and build a custom financial model. 2) We deliver monthly reports comparing your actuals to the forecast. 3) We hold monthly strategic reviews to discuss performance and adjust the forecast. 4) We provide on-demand support for fundraising and other key decisions.
What is a financial model?
It's a dynamic, three-statement (P&L, Balance Sheet, Cash Flow) forecast of your business's future performance. It's built on a set of 'bottom-up' assumptions (e.g., hiring plan, customer growth) and is the core tool for managing cash flow and presenting to investors.
How involved do I need to be?
We handle the heavy lifting of model building and report preparation. Your primary involvement is in the monthly strategic review session, where we translate the financial data into business insights and help you make informed decisions.