
Virtual CFO Services
From financial planning to board reporting and investor readiness, our Virtual CFO services offer startups and growing businesses expert-level guidance at every step of their journey.
Get CFO-Level Expertise. Minus the Complexity.

Not every business needs a full-time CFO, but every growing business needs financial clarity, planning, and control. At D A S K & Associates, we offer Virtual CFO services that plug right into your leadership team. Whether you’re fundraising, managing cash flows, or building investor confidence, we help you stay financially sound and boardroom-ready.
We work as your extended team, from strategy to execution.

Our VCFO Services Cover

Strategic financial support designed to strengthen decision-making, streamline operations, and support growth without the overhead of a full-time hire.

MIS, Budgeting & Forecasting
Monthly MIS reporting, budget setup, variance analysis, and future cash flow mapping.

Board & Investor Reporting
Creation of dashboards, investor updates, and financial packs for key stakeholders

Costing & Profitability Analysis
Insights into margins, cost control, and profitability levers to aid better decisions.

Business Planning & Fundraising Support
Support for pitch decks, financial models, & fundraising presentations.

Compliance & Internal Controls
Setting up approval flows, policy documentation, & audit-readiness practices.

Working Capital & Treasury Monitoring
Guidance on receivables, vendor payments, and liquidity management.
Why Your Business Needs a VCFO
A virtual CFO helps you move beyond bookkeeping and compliance to build real financial strength.



Make better decisions using real-time data

Save cost on hiring a full-time CFO or finance team

Build financial models for growth and investor engagement

Stay compliant with audit-ready reports and systems

Turn your finance function into a growth driver
We understand the unique financial challenges faced by startups and scale-stage businesses across sectors.
Manufacturing
Dairy and Food
Startup and Technology
Mobility and Logistics
Real Estate
Our Approach to Virtual CFO Services
We embed ourselves into your business to offer seamless, strategic finance support across five key stages:




Ethan Williams
CFO, Manufacturing SME
D A S K helped us clean up our books and get IPO-ready in record time.

Daniel Thompson
New York
The VCFO services gave us financial clarity that transformed how we planned for scale.