Our Services

We offer a range of CFO service packages designed to suit different needs. Choose the one that fits you best, or work with us to create a tailored solution just for your business.

Partner with Social CFO as your virtual CFO and receive regular reporting, forecasting, analytics and strategic guidance on a monthly basis through three tailored packages.

A. Financial Foundations

This package provides robust financial reporting and clear visibility over your performance, along with 12-month cash flow planning support. It’s an ideal starting point if your immediate focus is understanding your numbers, managing expenses, and improving cash flow control. Ideal for start ups and businesses with low complexity.

You get:

  • Comprehensive monthly CFO reporting (KPIs, P&L, Cash Flow, Balance Sheet)
  • Rolling 12-month P&L and Cashflow forecast
  • Quarterly & annual financial goal setting
  • Two virtual meetings every month; a performance review and a check-in
  • Unlimited calls with your virtual CFO
  • Oversight of bookkeeping/accounting team
  • Fixed monthly fee

B. Elevate

Designed for businesses in a growth phase, this package offers deeper financial analysis to support strategic decision-making. It is structured with flexibility in mind, allowing us to adjust deliverables as your needs evolve.

You get:

  • Everything in Financial Foundations +
  • Quarterly or annual budget setting (as needed), and variance reporting
  • Pricing, margin and contract reviews
  • Flexible financial analysis and decision support
  • Fixed monthly fee

C. Accelerate

Designed for established businesses with more complex financial requirements, offering ongoing strategic financial guidance and strong corporate governance. The service includes access to an experienced CFO who provides continuous support, helping guide financial decisions and support long-term growth and development.

You get:

  • Everything in Financial Foundations & Elevate +
  • Board-level representation
  • Capital raising support
  • M&A due diligence
  • Corporate governance support
  • Organisational structure & capability development
  • Fixed monthly fee, based on scope and complexity

For one-off needs, seasonal surges, or ad-hoc analyses and strategy

If you’re not quite ready for ongoing monthly support, run a seasonal business that doesn’t operate year-round or just need help with a one-off project, our flexible project-based services are perfect for you. These can be tailored to your unique requirements, or you can simply engage us during the months when support is most needed – no long-term commitment required.

  • One-off CFO reporting suite
  • Pricing and margin reviews
  • Financial analysis and modelling
  • Preparation of business plans, support with fundraising
  • Annual budgeting, rolling forecast
  • Investment and due diligence

Build financial confidence through practical, personalised training for you and your team. Ideal for teams looking to build financial capability, commercial business owners ready to lead their numbers with confidence and smaller, low-complexity businesses seeking stronger financial foundations.

Use your sessions to:

  • Improve financial literacy & confidence
  • Interpret P&L, Balance Sheet & Cash Flow
  • Learn how to monitor performance and take action with confidence
  • Set purpose-aligned financial goals

Our One-hour CFO consultations give you direct access to a seasoned finance expert when you need it most – no drawn-out meetings, no fluff. Whether you’re facing a tough decision, need clarity on your numbers, or just want a second opinion, these focused sessions are designed to give you clear, practical advice you can act on right away.

Use your session to get guidance on:

  • Cash flow issues and shortfalls
  • Pricing strategies and profit margins
  • Managing costs and improving efficiency
  • Evaluating new business opportunities or contracts
  • Budget planning or troubleshooting