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:
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:
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:
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.
Whether you’re looking for some one-on-one coaching to get clearer and more confident about your finances, or you just want simple tools that make your numbers easy to understand, our Financial Coaching Sessions can help you take charge of your finances and keep your mission moving forward with ease.
Use your session to get guidance on:
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: