CFO Services
Virtual CFO services providing strategic financial guidance without the full-time cost. Expert virtual accounting leadership for organisations in the US, UK, AUS, and UAE.
Overview
Not every business can afford a full-time CFO — but every business needs strategic financial leadership. Our Virtual CFO service pairs you with a senior finance professional who becomes your trusted advisor on cash flow management, profitability analysis, fundraising support, and growth strategy. Unlike a part-time bookkeeper who tells you what happened last month, your Virtual CFO tells you what is going to happen next quarter and what to do about it. They attend your board meetings, present to your investors, negotiate with your bankers, and build the financial models that drive your most important decisions. This is the strategic firepower of a $250K CFO hire, delivered through a flexible outsourced model starting at a fraction of that cost.
What's Included
Our cfo services service covers every aspect you need for smooth, accurate financial operations.
Financial Strategy & Planning
Annual operating plans, long-range financial models, scenario analysis, and strategic recommendations grounded in your actual financial data — not generic templates.
Cash Flow Management
13-week rolling cash forecasts, working capital optimization, credit facility management, and cash conversion cycle analysis. Know your cash position before problems arise.
Budgeting & Forecasting
Bottom-up departmental budgets, driver-based forecasting models, and monthly reforecasts that keep your leadership team aligned on financial expectations.
KPI Dashboard & Performance Tracking
Custom dashboards tracking the 8-12 metrics that actually drive your business, with automated alerts for variances that require management attention.
Investor & Board Reporting
Board meeting preparation, investor update packages, due diligence data room organization, and financial presentation support for fundraising rounds.
The Benefits of Outsourcing with Plenexia
Outsourcing your cfo services to Plenexia means more than just cost savings. It means having a dedicated virtual accounting team committed to delivering quality work for your organisation, every single time.
Optimize Your Budget with 40-50% Cost Savings
No recruitment costs, no employee benefits or insurance expenses, no infrastructure costs. Reduced training and technology investment — all while maintaining the highest quality.
Certified Professionals
Work with CAs and CPA-qualified virtual accountants trained in US GAAP, IFRS, and regional compliance standards.
Scalable Services
Whether you're a startup, SME, or CPA firm, our services scale with your business growth — with full flexibility and no long-term commitments.
Enterprise-Grade Security
Encrypted VPN connections, role-based access controls, comprehensive NDAs, and regular security audits protect your data.
Timely Reporting & Insights
Beyond bookkeeping, we provide meaningful financial insights that support smarter business decisions with a 5-day monthly close.
Getting Started Is Simple
Consultation
We analyze your current workflow, pain points, and requirements in a free 30-minute call.
Team Assembly
We handpick the right virtual accountants for your needs — matched by skillset, software expertise, and industry experience.
Onboarding
Your dedicated virtual accounting team integrates with your existing tools and processes. Most organisations are fully onboarded within 5-7 business days.
Delivery
Consistent, quality-checked deliverables on your timeline. Your account manager ensures everything runs smoothly.
Related Services
Explore other services that complement cfo services.
Accounting Outsourcing
End-to-end accounting outsourcing for organisations in the US, UK, Australia, and UAE. Our virtual accountants handle your general ledger, journal entries, and financial close with precision.
Accounts Payable
Outsource your accounts payable to our dedicated virtual accounting team. From invoice processing to vendor management, we ensure timely and accurate payments.
Accounts Receivable
Outsourced accounts receivable management by dedicated virtual accountants. We handle invoicing, collections, and aging analysis to keep your revenue flowing.
Ready to Get Started with CFO Services?
Schedule a free consultation and discover how Plenexia can transform your cfo services operations.