Virtual CFO Services

Thinking about hiring, expanding or investing? Or trying to work out why cash feels tight when sales are up?

A Virtual CFO helps you see what's really happening in your business. Alongside improving your finance function and reporting, we act as a sounding board to talk through your options, including what your business can take on. So, when growth opportunities come along, you can weigh them up with the right numbers, and advice, in front of you.

Book a consultation if:

You're planning to grow and want to understand what it could mean for your finances.
Cash flow or margins are making decisions harder.
You're weighing up a major hire, investment or expansion.
You want clearer reporting and forecasting to help you plan ahead.
You need a finance sounding board, without hiring a full-time CFO.

Why Work With a Fractional CFO?

With fractional CFO support, one trusted team of multidisciplinary advisors running your forecasting, budgeting, reporting and business planning, you can focus on running your business and making informed decisions.

CFO-level support for growth

Not every small business needs a full-time CFO. Our fractional CFO services give you CFO-level support from one trusted team of multidisciplinary advisors, at a fraction of the cost of building an in-house finance function.

Let the numbers guide your next move

Financial reporting and benchmarking help you understand how your business is tracking. Your virtual CFO can compare actual results with budgets and forecasts, then model different scenarios to see what your plans could mean for the business.

A sounding board for the big calls

Regular advisory meetings give you space to talk through ideas and challenges with accountants who know your business. We can offer strategic advice, help shape action plans and keep your goals in view.

A fixed fee, shaped around your needs

Our Virtual CFO support comes in a customisable fixed-fee package, shaped around what your business needs. We’ll explain what’s included and what it costs upfront, so you know what to expect. No hidden agendas or surprises.

How can a virtual CFO help you plan for growth?

Hiring your first finance lead? Taking on a new site? Investing in equipment?

Growth plans can look good on paper. The question is what they’ll ask of your cash flow before they start paying off.

A Virtual CFO can help you model different scenarios and see how each plan could affect your business. We’ll help you weigh up the costs, timing and assumptions before you commit.

For example: Say you're considering a second location. Your virtual CFO can map the set-up and ongoing costs, test different revenue assumptions and look at how the timing could affect cash flow. That gives you a clearer picture of what the business may need before you commit, and where the pressure points could be.

Less second-guessing. More confidence in where your business is headed.

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Who is BlueRock?

BlueRock is an entrepreneurial business and wealth advisory firm for people with ambitious goals. Learn more about our solutions and how we can help you achieve a better business and better life.

WHAT OUR CLIENTS SAY

"BlueRock's Virtual CFO service is an invaluable part of our business"

Having one team prepare our bookkeeping, payroll and financial reporting provides a seamless experience, and the monthly reporting and meeting cycle keeps us on track to focus on what's important for us to reach our business goals. Also, the regular catch-ups mean that BlueRock is fully across our strategy and feel like part of our team. It's a great partnership that allows us to work alongside a fellow B Corp and together run great businesses that have a positive impact!

Michaela Davis - General Manager, STUFF

Your next big move needs more than a gut feel