Virtual CFO &
Board Advisory

Embedded financial leadership that aligns your strategy with your numbers. Board-level insight, without the full-time cost.

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Your finance function, transformed

Most growing organisations reach a point where bookkeeping isn’t enough. You need someone who can sit at the board table, challenge assumptions, and turn financial data into strategic advantage. That’s what a Virtual CFO from SIMA Global delivers.

We don’t just review numbers — we embed into your leadership team, attend board meetings, and drive financial strategy that aligns with your growth ambitions.

90 Days
To full financial visibility
30%+
Average margin improvement
2–5x
Faster board reporting
100%
Investor-ready at all times

What’s Included

Monthly CFO Strategy Sessions

Structured sessions focused on cash-flow, margins, growth levers, and risk. We come prepared with analysis and leave with action items.

Cash-Flow Forecasting & Scenario Planning

Rolling 13-week and 12-month forecasts with best/worst/likely scenarios so you always know what’s ahead.

Board Pack Preparation & Governance

Investor-grade board packs with financial commentary, KPIs, and strategic recommendations.

KPI Dashboards & Executive Reporting

Real-time visibility into the metrics that matter most to your organisation and stakeholders.

Budgeting & Variance Analysis

Annual budgets with monthly variance reviews so you catch drift early and course-correct fast.

Financial Systems & Process Design

We audit your financial infrastructure and implement systems that scale with you.

How It Works

Week 1–2: Discovery & Audit

We review your financial systems, interview key stakeholders, and identify the biggest opportunities and risks.

Week 3–4: Foundation

We build your forecasting model, design your KPI dashboard, and prepare your first board pack.

Month 2+: Embedded Leadership

Ongoing monthly (or bi-weekly) strategy sessions, board attendance, and continuous financial oversight.

Quarterly: Strategic Review

Deep-dive into performance vs. plan. Recalibrate strategy, update forecasts, and set the next quarter’s priorities.

Investment
From £2,500
per month

3-month minimum engagement. Bi-weekly and weekly options available for faster-growth organisations.

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Is This Right For You?

Ready to get started?

Book a free 30-minute discovery call and we’ll assess whether this is the right service for your organisation.

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