Virtual CFO

Forecasting, cash flow, KPIs and the numbers behind your biggest decisions — from someone who sits beside you, not above you.

Who it’s for

This is for scaling and larger businesses ready for board-level finance thinking — owners who need forecasting, cash flow and KPI insight to steer the big decisions, not just year-end compliance.

What’s included

Rolling forecasts & budgets

Forward-looking forecasts and budgets you can actually steer by — updated as the business moves, not once a year.

Cash-flow management

A clear view of cash in and out, so you can fund growth and cover commitments without surprises.

KPI dashboards

The handful of numbers that really drive your business, tracked and reported so you always know where you stand.

Profitability analysis

Where you actually make money — by product, service or client — so you can double down on what works.

Decision & board support

Senior finance thinking in the room for the big calls — pricing, hiring, investment and board conversations.

Why Future Advisory

A Virtual CFO gives you senior finance leadership scoped to your business — the forecasting, cash-flow and decision support of a full-time CFO, without the full-time hire.

You get a director-led, senior team — Jason Robinson (FCPA) and Greg Bramich (CPA) — working in Xero, so the numbers behind your biggest decisions are live, not months behind.

Ven Agency

The team at Future Advisory have been champions at giving us invaluable advice to help us make financially informed decisions to grow our business to where we are today. We can't thank and recommend the team enough!

Andy N. Director - Co. Founder

We’ll answer your
questions!

Can’t find an answer to your question?

Is this instead of my accountant or as well?

As well. Your Virtual CFO works alongside your existing accounting and compliance — we own the forward-looking finance strategy while the day-to-day books keep running.

What size business is this for?

It’s built for scaling and larger businesses ready for board-level thinking — typically once you have staff, real revenue and decisions big enough to want a finance lead in the room.

How is it different from advisory?

Advisory is periodic guidance; a Virtual CFO is ongoing finance leadership — owning your forecasts, cash flow and KPIs and sitting beside you for the big calls, month in, month out.