Board reporting, budgeting, financial strategy, and decision support at the level your business needs.
The Reality
You need someone who can build a budget, prepare board papers, model an acquisition, or present financials to investors. But you're not big enough to justify a full-time CFO at $200--300k per year.
So you make do --- making complex financial decisions without the financial leadership that larger companies take for granted. Your bookkeeper does their best, but they're not equipped for strategy.
What's Included
Annual budgets, rolling forecasts, and variance analysis. Financial planning that drives accountability and informs strategy.
Learn more →Professional board packs with financial performance, KPIs, commentary, and forward-looking projections.
Learn more →Capital structure, funding strategy, growth modelling, and exit planning aligned with your business objectives.
Learn more →Financial analysis for major decisions: acquisitions, new locations, product launches, pricing changes, and capital investments.
Learn more →Preparation and presentation of financial information for investors, lenders, and board members.
Learn more →Identification and tracking of the financial and operational metrics that actually matter for your business.
Learn more →The Process
We assess your financial maturity and identify the gaps in your current financial management and reporting.
A CFO-level advisor is assigned based on your industry expertise, business complexity, and stage of growth.
Engagement is continuous and structured around your needs — with real-time visibility always on and strategic sessions as frequently as your business requires.
Your CFO advisor integrates with the rest of your Valont team for full-context decision support and strategic alignment.
Who It's For
Businesses that have outgrown their bookkeeper but can't justify a full-time CFO
Planning significant expansion, new locations, or new product lines
Seeking investment or debt financing and need sophisticated financial presentations
Preparing for acquisition or sale and need strategic financial positioning
Cross-Hub Integration
People costs and projections from the People Hub. Technology and infrastructure costs from Operations. Revenue pipeline and customer economics from Growth. This cross-hub visibility is what makes the CFO function genuinely strategic rather than just producing numbers.
Free interactive tools to help you understand where you stand right now.
Score your financial reporting capabilities across 6 dimensions. Find out where you have blind spots before they become problems.
Try it nowEstimate your business valuation using industry-specific multiples. Understand what drives your business worth.
Try it nowFAQ
It depends on your needs. Most clients use 2--4 days per month of CFO time. This can scale up during intensive periods (capital raising, M&A, year-end) and back down during steady state.
These are experienced financial leaders with backgrounds in corporate finance, investment banking, or senior commercial roles. Not bookkeepers with an upgraded title.
Yes. Board attendance, presentation of financial results, and participation in strategic discussions are core parts of the Premium Finance Hub offering.
Great outcome. We'll help transition the function to your new CFO, ensuring continuity and handing over clean processes, systems, and institutional knowledge.
That's why the CFO is here. They translate financial complexity into plain English. You get the insights you need without needing to understand the mechanics.
Absolutely. Preparing pitch decks, modelling financial scenarios, and presenting to investors are core CFO functions. This is particularly valuable when raising capital.
Professional board packs with financial performance, KPIs, commentary, forward-looking projections, risk analysis, and strategic recommendations.
For $30--50k per year you get a part-time CFO equivalent to a full-time role costing $200--300k. The trade-off is availability---you share the CFO's time with other clients.
Can't find the answer you're looking for? Get in touch
Get a CFO-level advisor who knows your business and helps you make informed strategic decisions. Book a consultation to discuss your needs.