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.

CFO Launchpad

We offer you the opportunity to test fractional CFO services and the value added to your business through an affordable, one-time financial review.

CFO Launchpad - Social CFO
  • Deep dive into your current financial position (profitability, liquidity and return on assets)
  • 5-year performance trends (dependant on data availability)
  • One-year cashflow forecast
  • Identification of key business risks and opportunities
  • Guidance to set business goals and track KPIs
  • Two one-hour CFO strategy sessions

Monthly Strategy and Support

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

A. Financial Foundations

Foundational support, cash flow clarity, direction and control

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. Serving as a reliable advisor, your CFO brings critical insights to the forefront – pinpointing key areas of concern, uncovering potential risks and opportunities, and empowering you with the information needed to make confident business decisions.

In this package you receive:

  • Monthly strategy session with your Virtual CFO
  • Comprehensive CFO reporting package for the prior month and year to date, including financial insights and tailored recommendations
  • Rolling 12-month cash flow projection to support planning and decision-making
  • Ongoing access to your CFO for quick advice and support

B. Performance+

Strategic, growth-focused, deeper analysis, performance tracking

Designed for businesses in a growth phase, this package offers deeper financial analysis to support strategic decision-making. It includes budgeting and forecasting, pricing and margin reviews, and regular KPI tracking. This package is structured with flexibility in mind, allowing us to adjust monthly and quarterly deliverables as your needs evolve (e.g., replacing a pricing review with a cost-benefit or other financial analysis).

In this package you receive:

  • Fortnightly sessions with your Virtual CFO
  • Customised CFO reporting pack for the prior month and year to date, including trend analysis and performance insights
  • Rolling 12-month integrated forecast covering Cash Flow, Profit & Loss, and Balance Sheet
  • Quarterly reviews of pricing strategy and profit margins/ financial analysis
  • Quarterly goal setting with monthly KPI tracking to monitor progress and performance
  • Ongoing access to your CFO for brief consultations and email support

The Flex Package

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

Found the Launchpad helpful but not ready for ongoing monthly support? Or perhaps you run an event-based business that doesn’t operate year-round?

You can still access the support you need through our flexible project-based services. 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

Financial Coaching Sessions

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.

Boost your financial confidence

Understand your numbers and feel empowered to make informed decisions.

Improve your financial literacy

Learn to interpret key reports like Profit & Loss, Balance Sheet, and Cash Flow.

Clarify your financial goals

Set realistic, purpose-aligned goals and understand the numbers behind them.

Ask the questions you’ve been afraid to ask

In a supportive, judgment-free space.

Identify areas for improvement

Spot inefficiencies, risks, or missed opportunities in your finances.

Get practical, personalised advice

Focused on your business model, values, and priorities.

Build sustainable habits

Learn how to monitor performance and take action confidently month to month.

One Hour CFO

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