CFO Leadership, Fractional Cost.
Strategic finance leadership without the full-time hire.
A senior CPA acting as your finance leader — owning the monthly close, the board reporting package, the 13-week cash forecast and the conversations with banks, investors and acquirers — at a fraction of a full-time hire.
Senior CPA-led, start to finish.
Personalized scope tailored to your situation
Direct access to your senior advisor — no hand-offs
Proactive, year-round guidance
Plain-language explanations of every recommendation
Practice
Advisory
Every engagement, considered.
The core of what's included when you engage PAG for virtual cfo services.
Monthly board and management reporting package
Annual budget, rolling 13-week cash forecast and reforecast cycle
KPI / ARR / utilisation dashboards mapped to your category
Fundraising support — lender packages, investor decks, diligence rooms
Coaching and review of your bookkeeper, controller or finance hires
A clean, calm process.
Discovery
We start with a confidential conversation to understand your situation, priorities and the outcomes you're working toward.
Tailored Engagement
Your senior CPA designs a clear scope of work, leading every detail with precision and proactive communication.
Ongoing Partnership
We stay close throughout the year — flagging risks, surfacing opportunities and adjusting your plan as your goals evolve.