Virtual CFO Services
Turn financials into decisions. Improve cash planning and reporting discipline.
Balenta delivers Virtual CFO services for growing US businesses. Turn your financials into actionable insights with monthly reviews, forecasting, and KPI tracking. We help founders make better decisions with clearer data.
What's Included
- →Monthly finance review call
- →Cash-flow forecasting and scenarios
- →KPI dashboard setup
- →Budgeting and variance review
- →Finance process design and improvement
How It Works
- →Step 1: Ensure books are current
- →Step 2: Build model and KPIs
- →Step 3: Run monthly review cadence
- →Step 4: Iterate scenarios as needed
Who This Is For
- →Growing businesses that need CFO-level insights.
- →Startups preparing for fundraising or due diligence.
- →Founders making decisions with incomplete financial data.
Deliverables
- →Monthly CFO memo
- →Forecast model and assumptions log
- →KPI dashboard and variance notes
- →Budget vs actual report
Tools Supported
QuickBooks Online · Xero · Spreadsheet/BI dashboard · Stripe/Shopify metrics inputs
Timelines
Monthly cadence; forecasting refresh monthly or quarterly.
Controls & Confidentiality
Confidentiality-first handling is built into our workflow. Access is restricted to what is required to deliver the work, and review checkpoints reduce preventable errors.
Virtual CFO Services — Common Questions
Key financial highlights, variance vs budget, cash flow update, open issues, and recommended next actions.
Yes. We prepare investor-ready financial packages and support due diligence data rooms.
We build a 13-week cash flow model and update it monthly with actuals vs forecast.
We provide CFO-level advisory without the full-time cost. Best for businesses that don't need a full-time CFO yet.
Yes. Annual budget build and monthly budget vs actual review are included in the Scale plan.
Common KPIs include MRR, gross margin, burn rate, CAC, LTV, and cash runway. We tailor to your model.
Simplify Your Financial
Management Today
Automation for speed, human review for accuracy, and confidentiality-first handling of your financial data.