Our Virtual CFO Program

The CSM Advisors team offer small businesses a highly experienced virtual CFO service who will work remotely as part of your team to help you improve your business.

We take ownership of your finance function as well as provide high level strategic guidance. Our virtual CFO service can provide you with the ability to achieve significant growth and success.

The appointment of CSM Advisors as your virtual CFO will allow you to develop a deep understanding of the business operations, strengths, weaknesses, opportunities and threats. From this information we can help develop and implement an action plan for the next 6-12 month period.

Your virtual CFO will deliver:

  • Financial budget and KPIs for the business
  • Management reporting system to deliver to the directors:
  • Monthly financials compared against the budget
  • Implement reporting within the business.
  • Analysis of financial results
  • Forecasts of targets for the remainder of the year
  • Understanding of KPIs driving the business' performance
  • Strategic advice and recommendations, including:
  • Business performance and issues
  • Operational advice
  • Sales advice
  • Marketing advice
  • Systems and technology advice
  • Human resource and staff advice
  • Review of financials and training for the business' accountant

Why you need a Virtual CFO?

Roughly 50% of small businesses don't make it past the five-year mark.

While there are several reasons for business failure, many small businesses simply aren't making the wisest financial decisions. Unfortunately most SME's can't afford an in-house finance head to help navigate the dark art of accounting and finance. Nor do they want to. They'd rather be running the business, talking to customers and drumming up that next sale.

We can help you and your business from being another failed venture.

Our virtual CFOs

Our team have worked with various businesses of all shapes and sizes, including start ups and have experience across a variety of industries.

Our Virtual CFO service will give you the best chance of future proofing your business.

We offer a fixed price, fixed service solution so you know exactly what you are going to pay when you work with one of our team at Accountancy Online.

One of our Fixed Price Virtual CFO Packages will be right for you: