Virtual Finance Director
Strategic finance leadership without hiring a full time FD.
Business Growth
Board level finance leadership without the full time overhead
Strategic finance leadership without hiring a full time FD.
A Virtual Finance Director gives you senior finance support without the cost of a permanent hire. We provide board packs, investor support, cash forecasting and commercial challenge at the points where the business needs it most.
- Monthly board packs and management accounts with clear commentary.
- Cash flow forecasting and scenario planning for key decisions.
- Investor relations support and funding preparation when needed.
Our approach
How we deliver virtual finance director
Current state review
We review your existing reporting, financial processes, management information and the key decisions the business is currently navigating, to understand exactly what a VFD needs to deliver for you.
Deliverables and rhythm agreement
We agree the specific outputs board pack format, reporting timetable, cash forecasting frequency and the level of involvement needed, whether that is one day a month or ten days a quarter.
Ongoing advisory relationship
We provide regular reporting, attend board meetings, lead financial conversations with lenders or investors and act as a genuine strategic resource for the business, not just a reporting function.
Who this is for
Businesses and individuals that need
01
Growing SMEs without a full time FD
Turnover of £2m to £20m, growing fast enough to need senior finance leadership but not ready to justify a permanent hire at £80,000 to £120,000 per year.
02
Investor backed businesses
Investors require regular, credible board packs and a finance function that responds to requests promptly. A VFD brings that discipline without the recruitment process.
03
Businesses in a transition phase
Preparing for a sale, integration or restructure where senior financial oversight is needed temporarily without a long term permanent commitment.
Client feedback
“Having a VFD changed the quality of our board conversations overnight. For the first time, directors were looking at the same numbers and making decisions based on them.”
Client review Professional services business, London
Common questions
Frequently asked questions
What is the difference between a VFD and a bookkeeper?
A bookkeeper records transactions. A Virtual Finance Director interprets them, advises on strategy, challenges commercial assumptions, manages lender and investor relationships and gives the business board level financial leadership. The VFD typically oversees any bookkeeping or management accounts work rather than performing it.
How many days per month does a VFD typically work?
Most VFD engagements run between two and eight days per month depending on the complexity of the business, the stage of growth and the specific deliverables required. We agree the level upfront and adjust as the business needs change.
What does a typical board pack include?
A well structured board pack covers management accounts with variance analysis, a cash flow forecast, key performance indicators relevant to the business model, a summary of issues and decisions required, and any specific analysis needed for the period. We build the format around what the board actually uses.
Can a VFD help with fundraising?
Yes. VFDs regularly lead the financial preparation for funding rounds, including building the investor model, preparing the financial sections of pitch documents, managing due diligence requests and advising on deal structure and terms.
Ready to take the next step?
Book an introductory meeting to discuss your business growth needs with a specialist.