Virtual CFO
Strategic financial leadership without the full-time hire
You’ve got good numbers and a clear plan. But now you need a partner who can connect the dots, challenge assumptions, and help you grow the value of your business. That’s where our Virtual CFO comes in.
Think of it as having an experienced financial exec in your corner—one who gets your business, shows up prepared, and gives you the kind of advice you'd expect from a top-tier CFO.
What Is a Virtual CFO?
Virtual CFO is based upon our Advice pillar. It’s designed for founders who want strategic insight, not just reports. It may be added to a Virtual Accounting or Virtual Analysis subscription.
What It Does for You
- Helps you think like a buyer or investor, even if you’re not selling yet.
- Gives you seasoned advice to navigate growth, hiring, margins, and capital.
- Transforms your plan into action—and holds you accountable.
- Meets with your executive team or 1-on-1s with you to help better execute your vision.
If you're facing big decisions and want a trusted financial confidant—not just data, but real perspective—this is where strategy meets seasoned judgment.
What Is Included?
Your subscription includes:
- Dedicated CFO meetings (weekly, monthly, or quarterly).
- Strategic guidance on pricing, hiring, profitability, and scaling.
- Capital planning & investor prep.
- Exit planning support.
- Oversight of financial plan and reporting.
- On-call support for financial decisions and key hires.
- Coordination with your CPA, banker, or legal team as needed.
All delivered with our signature Proactive Clarity—straightforward insights, no ego, no jargon.
Who Can Benefit?
Founders who are scaling fast or planning for exit and want a strategic partner to help them make smart, high-stakes decisions. You’re not just looking to understand the numbers. You’re looking to act on them with confidence.
Add Virtual CFO to Your Stack
Pair with Virtual Accounting, Virtual Analysis or both for the full Fintelligent experience: clean data, actionable insight, and expert guidance—everything your financial department should be.