Financial Services
Virtual CFO
Embedded senior financial leadership without the full-time cost. Your Wisely Virtual CFO works alongside your team to drive strategy, manage performance and keep the business on track.
You've outgrown a once-a-year accountant but you can't justify a full-time CFO at $200K+. Most businesses at this stage are making major financial decisions (headcount, pricing, investment, cash flow) without a senior finance voice in the room. Your Wisely Virtual CFO changes that. We sit inside your business, joining leadership conversations, owning the financial narrative, and making sure every major decision is financially sound.
What your Virtual CFO does
A Wisely Virtual CFO is not a reporting service. It is a senior financial partner embedded in your leadership team.
- Monthly leadership reviews and financial performance sessions
- Cash flow forecasting and working capital management
- Pricing and margin strategy
- Scenario modelling for key business decisions
- Board and investor reporting
- Financial risk identification and mitigation
- Oversight of accounting team and bookkeeping quality
When you need a Virtual CFO
Most clients come to us at a crossroads: growing fast but flying blind. Common triggers include:
- Revenue between $1M–$10M with no senior finance resource
- Planning a significant hire, acquisition or capital raise
- Margins are healthy on paper but cash is always tight
- Month-end reporting takes too long and is too hard to trust
- You're making big calls without knowing if the numbers support them
How it works
We offer Virtual CFO as a standalone engagement or as part of our Performance and Strategic packages.
- Onboarding: we get deep into your financials, systems and business model
- Monthly rhythm: standing sessions, live dashboard review and async advisory
- On-demand: available when decisions can't wait for the next scheduled call
- Integrated: works directly with your Xero, your bookkeeper and your Wisely advisors
Get senior financial thinking in your corner
Talk to us about what a Virtual CFO engagement could look like for your business.