Virtual CFO Support
Part-time CFO-level financial oversight for growing businesses, without a full-time hire.
Overview
Most small businesses hit a stage where the owner needs more financial oversight than a bookkeeper provides, but not enough to justify a full-time CFO. This service covers that middle ground: ongoing budget tracking, cash flow monitoring, and board-ready reporting, built directly from your QuickBooks Online data, so there's a second set of eyes on the numbers even without a CFO on payroll.
Who this is for
Founders past the pure bookkeeping stage
Businesses where revenue has grown enough that budget and cash flow tracking actually matter.
Businesses reporting to a board or investors
Companies that need recurring budget-vs-actual and KPI packages for stakeholders.
Owners who want cash flow issues flagged early
Businesses that want someone watching the numbers between year-end reviews, not just at tax time.
How It Works
Financial review
We review your current financials, QuickBooks Online setup, and what you actually need visibility into.
Budget and KPI setup
Budgets, KPIs, and reporting templates are configured against your existing chart of accounts.
Ongoing monitoring
Cash flow, budget-vs-actual, and KPI dashboards are tracked and updated on an agreed schedule.
Recurring review call
A regular call to walk through the numbers and flag anything that needs your attention.
Scope of Work
- Budget preparation and budget-vs-actual tracking
- Cash flow monitoring and reporting
- KPI dashboard design and upkeep
- Board and investor reporting packages
- Financial statement review and commentary
What You Get (Deliverables)
Key Benefits / Why Choose Us
Part-time financial oversight
Ongoing budget, cash flow and reporting oversight on an agreed schedule.
Built on your existing QuickBooks Online data
No separate system and no duplicate data entry.
Professional background
CA Alok Kumar Acharya previously worked at PwC and Grant Thornton, in accounting, taxation, audit and financial reporting.
Frequently Asked Questions
Q.Is this a full-time CFO replacement?
A. No. This is ongoing part-time financial oversight, budgeting, cash flow monitoring, and reporting, not full financial leadership, fundraising strategy, or deal negotiation.
Q.Do you help with fundraising or investor negotiations?
A. Not currently. This service covers financial oversight and reporting, not fundraising strategy or deal structuring.
Q.How often do we meet?
A. Typically monthly or quarterly, depending on what's agreed during setup.
Q.Can this be paired with your other offshore services?
A. Yes, it's often combined with the monthly bookkeeping or financial reporting services.
Related Offshore Accounting Services
CPA Firm Back-Office Support
Outsourced, white-label bookkeeping and reconciliations so your firm can absorb overflow work.
Monthly Bookkeeping & Cleanup
Accurate monthly bookkeeping and ledger cleanup for growing businesses in the US, UK and Australia, on a fixed schedule.
Financial Reporting & Management Reports
Monthly financial statements, budgets, KPI dashboards, and custom Excel reports built around what management needs.
Contact the Firm
Enquire about Virtual CFO Support.
Prefer email?
alok@akacharya.comAlok K Acharya & Associates, Chartered Accountants
US, UK and Australia