Virtual CFO Services

A virtual CFO gives a growing business the financial leadership of a chief financial officer — on a part-time, outsourced basis — long before it can justify a full-time hire. It is the difference between merely keeping the books and actually steering the finances.

The firm acts as your virtual CFO: owning the reporting, the planning, the cash, the controls, and the financial conversations with the board, lenders, and investors.

1. 01

   Understand the business

   Get to know the business, its numbers, and its goals.

2. 02

   Set the rhythm

   Establish the reporting, planning, and review cadence.

3. 03

   Lead

   Own the financial function and the key decisions month to month.

4. 04

   Report to the board

   Bring the board and investors a clear financial picture.

PBT gives you CFO-level leadership scaled to what you need.

• Senior financial oversight without a full-time cost
• Reporting and planning that drive decisions
• Cash, controls, and compliance overseen
• A credible financial voice for the board and investors
• Scope, deliverables, and fees agreed in writing up front

• When does a business need a virtual CFO?

  Typically when it has outgrown basic bookkeeping and needs financial leadership — planning, cash, and board reporting — but can't yet justify a full-time CFO.

• How much time does a virtual CFO commit?

  As much as the business needs — from a few days a month to a regular weekly presence. We scale the engagement to you.

• How long does it take?

  The engagement is ongoing; we set up the reporting and rhythm in the first few weeks and then run it.