Virtual CFO Services
In short
A virtual CFO gives a growing business senior finance support on a part-time basis. At KNAP Advisory, it covers oversight of accounting and compliance, monthly reporting, budgets and cash-flow planning, and support during fundraising, due diligence and other transactions, led by our Chartered Accountants.
Overview
Many startups and SMEs need more than bookkeeping but are not ready for a full-time CFO. A virtual CFO fills that gap: someone who knows your numbers, keeps compliance on track and helps you make decisions.
The scope is agreed with you and can grow with the business, from monthly reviews to investor reporting and deal support.
Documents required
- Access to books of account and bank statements
- Existing budgets, forecasts and investor reports, if any
We share an exact checklist for your case before you start, since requirements vary with the structure and the people involved.
Process
Diagnose
We review your finance function, reporting and compliance status.
Plan
We agree the scope, calendar and reports you need.
Run
Monthly reviews, reporting and compliance oversight begin.
Support
We support fundraising, audits and transactions as they arise.
What KNAP Advisory handles
- Accounting and compliance oversight
- Monthly MIS and management reporting
- Budgeting and cash-flow forecasting
- Investor and board reporting
- Due diligence and transaction support
Frequently asked questions
When does a business need a virtual CFO?
Typically when the founders spend too much time on finance, when investors or lenders expect regular reporting, or when compliance is growing faster than the in-house team.