Virtual CFO Services

Senior-level financial leadership for growing SMBs in the UK, US, and India — without the full-time CFO cost.

CFO Expertise. Without the CFO Salary.

Most growing businesses reach a point where spreadsheets aren't enough — but a full-time CFO isn't yet justified. That's exactly the gap our Virtual CFO service fills. You get strategic financial leadership, board-ready reporting, and cash flow clarity at a fraction of the in-house cost.

  • Strategic budgeting & financial planning
  • Revenue & expense forecasting
  • Cash flow optimisation & management
  • Investor & board reporting
  • KPI dashboards & management accounts
  • Cost control & reduction strategies
  • Scenario planning & risk analysis
Book a Free CFO Consultation

CFO Expertise. Startup Price.

In-house CFO (UK)£120K–160K/yr
In-house CFO (US)$180K–250K/yr
Part-time CFO consultant£800–1,200/day
Biz Synergist Virtual CFOFraction of cost

Same strategic financial leadership — without the salary, benefits, recruitment fees, or office overhead. Engagement scales up or down based on your business phase.

Virtual CFO Service Areas

A complete financial leadership function — from day-to-day cash flow to long-term strategic planning.

Budgeting & Financial Planning

Annual budgets, quarterly revisions, and rolling forecasts — built around your actual business model, not generic templates.

Cash Flow Management

13-week cash flow forecasts, working capital optimisation, and early warning systems so you're never caught short.

Management Accounts & Reporting

Monthly and quarterly management accounts with variance analysis, commentary, and board-ready presentation decks.

KPI Dashboards

Custom financial KPI dashboards — revenue, gross margin, burn rate, CAC, LTV — giving you real-time visibility on what matters.

Cost Control & Profitability

Identify cost leakages, renegotiate supplier terms, and build a unit economics model to improve your margins systematically.

Investor & Fundraising Support

Financial models, investor decks, due diligence packs, and scenario analysis for fundraising rounds or board presentations.

Built for Growing Businesses at Every Stage

Our Virtual CFO service is designed for businesses that have outgrown basic bookkeeping but aren't ready — or don't need — a full-time finance director. We serve clients across UK, US, and India.

Discuss Your Needs →

SMBs scaling from £500K–£5M revenue

You're growing but finance is still a founder responsibility. Time to professionalise without a full-time hire.

Startups preparing to raise funding

Investors expect clean financials, solid models, and a clear story. We build that for you.

Businesses replacing a departing CFO

Need interim CFO cover while you recruit? We step in immediately and keep finance running smoothly.

UK & US companies with India operations

Cross-border financial management, multi-currency reporting, and transfer pricing guidance.

Getting Started is Simple

1

Free Discovery Call

30 minutes to understand your financials, challenges, and what you need from a CFO function.

2

Finance Health Check

We review your existing books, reporting, and processes to identify gaps and quick wins.

3

Scoped Engagement

A clear proposal with deliverables, cadence, and transparent pricing — monthly retainer or project basis.

4

Ongoing CFO Support

Regular check-ins, monthly reporting, and strategic input whenever you need it.

Ready for Senior Financial Leadership?

Book a free 30-minute CFO consultation. We'll assess your current financial setup and show you exactly what strategic finance leadership can do for your business.