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Unleash Your Business's Potential with Our Virtual CFO Service  

 

Make Your Business Work for You

It's time to address the financial challenges holding your business back. 

As your Virtual Chief Financial Officer, I provide the strategic insights and financial guidance you need to gain the clarity and action plan you need to achieve your business goals.

Together, we'll drive revenue growth, boost profitability, and maximise your business's earnings. We'll cut through the financial fog, reduce your administrative burden, and set the stage for your most successful future. 

Ready to Transform Your Business?

Let's talk

Who Needs a Virtual CFO?

If your business has revenue between £250,000 and £5,000,000 per year, you should seriously consider a Virtual CFO. 

A Virtual CFO helps you make informed decisions based on their expertise in financial planning, reporting, and strategy expertise. A good CFO is your strategic partner who helps unlock hidden potential, give you strategic foresight, and identify lucrative opportunities. From managing your cash flow to ditching "gut feelings" for data-driven decisions, a Virtual CFO ensures your business is financially sound.   

As your CFO, I become a trusted advisor and partner, deeply invested in your success. This partnership means you can focus on leading the team, growing your vision, and doing what you do best. My focus is on making you more money; with less stress, less time dealing with tedious accounts and less effort.  

The value unlocked through increased profits and cost savings far outweighs the investment in your Virtual CFO.  

  

Who is this for?

  • Business Owners with a Vision: If you have a goal but no clear plan of action to achieve it.
  • Entrepreneurs Aiming for Growth: Those looking to increase revenue and profitability.
  • Leaders Seeking Balance: Business owners wanting to work less within the business and focus more on strategic growth.
  • Established Enterprises: Businesses generating multi-six figure revenue and ready to take the next step. 
  • Owners Seeking an Exit: Business founders aiming to raise funds or prepare for a business exit. 

Benefits

  • Increase Take-Home Pay: Boost the amount you can take from your business tax efficiently.
  • Enhance Profitability: Implement strategies that significantly increase profits.
  • Reduce Time Spent on Operations: Delegate financial tasks to focus on leading and innovating.
  • Strategic Fundraising: Prepare for and successfully raise funds for expansion. 
  • Exit Planning: Strategically plan for a profitable and smooth business exit. 

A business associate highly recommended Damien to me, so we had a quick call.

On the sales call, he saved me £4k and showed me how I could easily make tens of thousands more each year.  

- JS

My Experience So Far...

My background is in finance and investing, with degrees in Business and Finance, a Master's degree in Commercial Surveying, and postgraduate certificates from the University of Oxford, Saïd Business School. I know my stuff academically, but real-world experience is where the magic happens.

Real-World Experience:

  • Ran a marketing company turning over £5m per year
  • Led a management buy-out of a company
  • Sold an IT consultancy
  • Run an investment company for over 20 years
  • Scaled a web design agency from £350k to £2m revenue
  • Raised £500k for an energy supply company
  • Advised on the acquisition of a multi-million-pound training company
  • Raised £360k in grant funding for an AI algorithm
  • Advised on the £1.5m+ exit of a property management agency
  • Run a successful financial education consultancy

I’ve proven I can scale companies from six figures to seven figures and manage the process of an exit from initial idea through to completion. That’s not to say you won’t need more people involved, but having a finance jack-of-all-trades on your advisory board can be the difference between a successful multi-million-pound exit and a slow decline towards dissolution.

 

Strategic Financial Planning 

Gain clear, actionable financial insights to guide your business

Revenue Growth

Implement strategies that drive increased revenue and profitability

Comprehensive Support

Benefit from regular strategic sessions and continuous support

Cost Efficiency

Identify and eliminate unnecessary costs to boost your bottom line

Tax Optimisation

Reduce tax liabilities with expert, legal strategies

Exit and Fundraising Strategy 

Plan for a successful exit and raise capital to expand

Bring a Virtual CFO into your Business

Book a free, no-obligation call to see how I can help you.

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Jess Lorimer hard at work

Client Success Story:

Jess Lorimer

As someone who works in sales, I understand how important it is to get the best financial advice personally and professionally. After all, no-one wants to work forever. I'm fortunate to work with Damien because he's brilliant at what he does and has saved me a small fortune in tax savings and money management over the last couple of years. I've worked with him on personal finances (inc. making diverse investments) and as a Virtual CFO for my B2B sales training and consultancy business to support in making profitable decisions, investments, personal efficiency etc and know that I've made the best choice.

Damien is direct with his advice and keeps me focused on the right financial goals and activities and the work that I do with him in both personal and professional financial capacities means that I feel more confident and clear with my financial outlook than ever. And that I'm not reliant on just 'selling more stuff' but actually planning strategically for the future that I want for myself and my business.

How it works...

Tailored Financial Expertise for Your Business

No two businesses are alike, but common challenges often arise. As your Virtual CFO, my role is to identify and address inefficiencies within your business. While you're the expert on your business, we'll collaborate closely, leveraging my ability to see the bigger picture and direct your efforts toward the highest revenue-generating activities. 

Increase Revenue

  • Evaluate Ecosystem: Identify missing products or services that could enhance your offerings. 
  • Customer Needs: Determine additional services your customers are seeking. 
  • Effective Marketing: Analyse which marketing strategies generate the most revenue. 
  • Market Expansion: Explore new markets and audiences that could benefit from your product or service. 

Decrease Costs

  • Expense Analysis: Identify your biggest expenses and assess their value. 
  • Cost Efficiency: Pinpoint areas where money is being wasted. 
  • Legacy Costs: Address ongoing costs from outdated processes. 
  • Operational Inefficiencies: Streamline business operations to reduce costs. 

Maximise Profits

  • Profitability Focus: Highlight the most profitable products or services. 
  • Tax Optimisation: Explore strategies to minimise your company's tax liability.
  • Scaling Opportunities: Develop plans to scale profitable business lines. 
  • Personal Wealth Extraction: Strategise on ways to increase your personal income from the business. 
  • Cost Management: Reduce direct costs associated with your products or services. 

Raise Finance

  • Exit Strategy: Plan for the sale of your company when the time is right. 
  • Investment Readiness: Prepare your business to attract investment. 
  • Grant Funding: Identify and apply for relevant grants. 
  • Management Buy-Out: Uild a capable team for a potential buy-out.
  • Pritch Preparation: Create compelling pitch decks for financial opportunities.

What Does This Look Like?

We will engage through a mix of virtual and in-person meetings (where practical) on a structured schedule focusing on four key areas: Revenue Generation, Cost Savings, Business Efficiency, Personal Efficiency. 

Monthly:

  • Management Accounts Review: Monthly check-ins (30 minutes) to review financial health.
  • Strategic Session: Monthly strategy sessions (60 minutes) to discuss KPIs and financial goals.
  • Personal Finances Review: Monthly personal finances alignment (60 minutes). 

Quarterly: 

  • In-Depth Financial Analysis: Comprehensive quarterly reviews (2 hours) to assess performance.
  • Strategy and Planning Session: Quarterly updates on goals and KPIs (1.5 hours).

Annually:

  • Annual Financial Review and Planning: Yearly strategic review (3 hours) to set goals and strategies for the coming year.

 

This may sound like a lot, but this commitment amounts to just a few hours per month, which means it's the only time you need to spend on financial matters. The return on this time investment will make it well worthwhile, freeing you from financial stress for the rest of the month. I can also coordinate with your accountants and bookkeepers, saving you time and effort.   

Each session ensures you have a clear plan of action for the coming weeks and months to keep your business moving in the right direction. I'll share the tips, tricks, and hacks I’ve picked up over the years to optimise your business—so you benefit the most (legally, of course!), not the tax man.

The Important Part

The average salary for a full-time CFO is around £200k. A Virtual CFO is the perfect solution when a full-time role isn't required or affordable. Often, the payback on the Virtual CFO service is experienced within the first year. For example, we've recently saved a client £126,000 in the first six months by changing their product pricing and mitigating taxation.

While there are no guarantees, as each business is unique, the success of our partnership depends heavily on your commitment to implementing our strategies. Rest assured, I will do everything possible to ensure you achieve your goals!

 

How Much Will This Cost Me?

Each business is unique, so the time and effort required will vary. As a guide, my fee starts at £2.5k per month, with equity options available. This investment is designed to deliver significant returns through increased profits and cost savings.

I aim for most clients to see a savings equivalent to my fee in the first year.

After that, the increase in revenue and profitability, decrease in stress and confusion, and more than make the investment worthwhile.

 

Here's Why You Should Sign Up Now

You already have a successful business. You don’t need to work with me. If you’re content with the current pace and results, you can save the cost and continue as you have been. But ask yourself this: If you keep doing what you're doing, will you be satisfied with the results you’re getting?

Every large company has a CFO, valuing them at £200k+ for good reason. Over the next year, you can either accelerate your business growth with strategic financial guidance or carry on as you have.

The choice is yours.

Book in a call