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Virtual CFO & Reporting
DK360's virtual CFO service gives growing companies budgeting and forecasting, cash flow analysis, management reporting (MIS) and audit documentation support, delivering CFO-level financial insight without the cost of a full-time CFO.
What's Included In Our Virtual CFO Support
Virtual CFO support
Budgeting
Forecasting
Cash flow analysis
Management reporting and MIS
Audit support
Documentation support
Numbers that tell you what to do next
Reconciled, not just recorded
Every bank and card account tied out, so your numbers match reality.
Your process, followed
We work inside your SOPs, tools and deadlines.
Statements on schedule
P&L, balance sheet and cash flow delivered when you need them.
- Your chart of accounts
- Your approval steps
- Your month-end deadlines
- Operating account
- Credit card
- Payroll account
How DK360 Bookkeeping Works
- 1
Discovery call
We learn your business, tools and reporting needs.
- 2
Onboarding
We get system access and document your SOPs.
- 3
Record and reconcile
Bookkeeping on your schedule, every account reconciled.
- 4
Report
Financial statements delivered, with questions flagged for you.
Numbers that tell you what to do next
Look ahead
Budgets and forecasts that turn history into a plan.
See your cash
Cash flow analysis that shows where money moves.
Audit-ready files
Documentation organized before anyone asks.
How DK360 virtual CFO support works
1
Set goals
We understand where the business is heading.
2
Build the model
Budget and forecast created from your actuals.
3
Report monthly
MIS and cash flow reviews on a regular rhythm
4
Adjust the plan
Insights turned into decisions and updates.
FAQs
Common questions about virtual CFO services
Q1.
A virtual CFO is an outsourced finance leader who provides budgeting, forecasting, cash flow analysis and management reporting on a part-time or remote basis, giving a business CFO-level insight without hiring a full-time executive.
Q2.
Usually when the business is growing, raising funds, facing cash flow pressure or needs reliable forecasts for decisions, but is not ready for the cost of a full-time CFO.
Q3.
MIS (management information system) reporting means regular internal reports, such as P&L by department, cash position and key metrics, prepared to help owners and managers make decisions.
Our Impact
The Trust Behind Better Financial Decisions
As always, your speed and professionalism is greatly appreciated!
Georgia was happy with Dipesh since he found $2k in credits in AP that she's collecting on.
You and Priya have been great during the transition.