Is your small business ready for a virtual CFO? The short answer is, it has to be.

  • Scenario planning helps startups to react quickly to the ever changing business climate. that involve public, federal or private financing, project revenues and/or grants — and provide support to our clients in their implementation of those plans.

  • Financial models are about making solid forecasts. While no one has a crystal ball, a robust financial model can give you insights into not just the future of your business but how specific scenarios or decisions will help or hinder your startup.

    Building a financial model will help you in four main ways:

    #1. Forecasting your future expenses and revenues.

    #2. Establish whether your business idea is feasible

    #3. Understand how various decisions will impact your business, both positively and negatively

    #4. Evaluate how investment can impact your business

    Answers to these questions are critical for startup founders because they ensure that they do not rely on assumptions or wishful thinking when making business decisions.

    There are three big reasons why your startup can't ignore Financial Planning & Analysis:

    #1. You need to understand if your business can eventually turn a profit.

    #2. You need a solid model to show investors or to get other sources of capital.

    #3. You need to set solid targets that your business is working toward.

  • An Annual Plan (OP) is an essential component of any organization's long-term success.

    With over 10 years of experience in Financial Planning & Analysis (FP&A), we will work with you to do a business review, set priorities, and allocate resources including action plans to propel your business forward.

  • Cash is king and estimating what the financial situation will be like in the future can ensure that you don’t run out of cash.

    With 10+ years of experience in Financial Modelling, we will show you what happens if you – buy a piece of equipment or hire an extra headcount or there is an economic downturn.

    Without forecasting, you're steering a ship in the dark, much more likely to run out of fuel, hit an iceberg, or drift into bad weather.

  • Are you looking to prove your business model to obtain financing?

    We will work hand in hand with you to test your assumptions about your revenue model, cost structure, and profitability. We will validate your pricing strategy and build financial projections for income, expenses, and cash flow.

    We will apply sensitivity analysis to provide you with different scenarios like best-case, worst-case and expected-case so that you can move forward with confidence.

Virtual/Fractional CFO Services

  • What is a Virtual CFO?

    A virtual CFO is a way for small businesses to get access to an experienced financial professional at a fraction of the cost of a full-time CFO.

  • You need a virtual CFO if:

    • Your business is quickly growing.

    • Your business is undergoing many changes e.g. expansion into new markets, new product launches.

    • Your business operations are becoming more complex.

  • Why you should hire me as your vCFO

    • Diverse professional background - worked in financial controllership, Supply chain finance, sales finance, marketing finance in senior management FP&A roles.

    • Strong accounting & finance background.

    • Strong business acumen - I like to link a company’s performance data to commercial activities when analyzing numbers.

    • I have an MBA so you don’t have to have one ;)

  • Services I offer as your Virtual CFO:

    • Financial strategy - includes creating budgets, financial risk management, developing short and long-term goals.

    • Budgeting and forecasting - includes risks and cost-savings opportunities, cashflow forecasting.

    • Financial reporting.

    • Board meeting preparation - include providing financial analysis.

    • Implementation of financial systems and processes.

    • Supporting business’s growth agenda by identifying growth opportunities and driving scalability across the board.

  • Is this you?

    Quick question - Are you undervaluing your products and struggling to generate sufficient cash flows to support your business growth strategies?

    You’re not alone. You could easily be leaving money on the table by focusing too much on margins, rather than the value of your company’s offerings to your target client base.

    Topspin Finance can help take the load off your back and make sure you're doing things right.

Are you ready to watch your business flourish?