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Estimation errors eliminated for a construction firm

Redesigned the field team's daily workflow from the ground up.

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Real problems, real solutions, told from the problem backward.

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Post-sales chaos resolved for an EV manufacturer

Six structural breakdowns, one root cause.

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11 years of making businesses work better. Strategy first, technology always.

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Virtual CFO Services

For CPA & Accounting Firms - financial advisory delivered under your brand.

Nimblechapps delivers CFO-level financial advisory for you - budgeting, forecasting, strategic reporting, and financial planning - all under your brand. Your firm moves from compliance to counsel.

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The Advisory Gap

Bookkeeping and compliance is commoditising.

The accounting firms growing fastest are the ones adding financial advisory. Looking for a CFO. You have one now.

Advisory Revenue Left on the Table
Bookkeeping and compliance work is commoditising fast. The firms growing revenue are the ones offering strategic advisory. Most firms want to get there but lack the CFO bandwidth to make it happen.
Making Decisions Without Financial Guidance
Without a CFO, clients make growth decisions, hiring decisions, and investment decisions based on gut feel - not financial analysis.
No Capacity for Strategic Work
Partners are stretched across compliance deadlines, client management, and team oversight. Strategic financial advisory - the work that actually builds client loyalty.
Full Time CFO is Costly
A qualified in-house CFO costs $150,000–$300,000 a year. For most SME clients, that is not viable.
Virtual CFO Services Delivered

From monthly management accounts to board-level reporting.

Every advisory service executed by Nimblechapps, every deliverable built to a standard your clients can act on.

Budgeting & Forecasting
Annual budgets, rolling forecasts, and scenario models built for each client - giving them a financial roadmap that is reviewed, updated, and stress-tested every quarter.
Cash Flow Management & Forecasting
Monthly cash flow models built and maintained - flagging shortfalls before they happen, identifying surplus deployment opportunities, and keeping clients ahead.
Management Accounts & Board Reporting
Monthly and quarterly management accounts prepared to board-ready standard - P&L analysis, balance sheet commentary, KPI dashboards, and variance analysis.
KPI Development & Performance Dashboards
Industry-relevant KPIs identified, tracked, and reported every month - turning financial data into operational insight.
Financial Modelling
Three-statement financial models, scenario planning, and sensitivity analysis - built to support strategic decisions around growth, investment, hiring, and restructuring.
Strategic Advisory & Business Reviews
Quarterly and annual strategic financial reviews - assessing performance against plan, identifying risk and opportunity, and giving clients the forward-looking financial guidance.
Qualified CFO Professionals
Every engagement is handled by qualified finance professionals with CFO and controller-level experience - not entry-level analysts dressed up as advisors.
White-Label Advisory
Every report, model, dashboard, and board pack delivered under your firm’s brand. Your clients see your firm’s name on every page, every slide, every recommendation. Nimblechapps never appears.
Dedicated Advisory Team Per Firm
A fixed team assigned exclusively to your firm’s advisory clients - the same professionals building the models, writing the commentary, and tracking the KPIs every month.
Board-Ready Deliverables
Every management account pack, board report, and investor presentation built to a standard your clients can present to their board, their bank, or their investors without modification.
Industry-Specific Financial Expertise
Real estate, e-commerce, professional services, construction, SaaS, healthcare - Nimblechapps matches advisors with relevant industry experience to your client portfolio.
Tech-Driven Reporting
Fathom, Spotlight Reporting, Jirav, Float, Power BI, Google Looker Studio - reporting built in the tools your firm already uses or the best tools for your clients’ needs.
Tools We Work With

No software switching - we work within your existing reporting ecosystem.

QuickBooks
Xero
Zoho Books
Sage
FreshBooks
Wave
Oracle NetSuite
MYOB
Gusto
ADP
Odoo
Rippling
greytHR
Keka
How It Works

A structured advisory engagement built around your clients’ reporting cycles.

Set up once, runs reliably every month. Most engagements are up and running within 48 hours of NDA sign-off.

01

Partnership Consultation

A focused discovery call to understand your firm’s client portfolio, the types of businesses you serve, their growth stages, and the advisory gaps you want to fill. Engagement model, reporting formats, and delivery cadence agreed upfront.

02

NDA & Confidentiality Setup

A comprehensive NDA signed before any client financial data is shared. Access controls, secure document channels, and data handling protocols established - client financial strategy is among the most sensitive information your firm holds.

03

Financial Health Assessment

For each client onboarded, a structured assessment of their current financial position - reviewing existing reports, identifying gaps in financial visibility, and establishing the baseline from which advisory work begins.

04

Reporting Framework & KPI Setup

Budgets, forecast models, KPI dashboards, and reporting templates built to your firm’s standards and your client’s needs. Every deliverable designed to your preferred format.

05

Monthly Advisory Cycle

Management accounts prepared, variances analysed, cash flow updated, and KPIs reviewed every month. Insights and commentary drafted - ready for your firm to review, add context, and present to the client.

06

Quarterly Strategic Reviews

Deeper financial reviews every quarter - performance vs plan, updated forecasts, scenario analysis, and strategic recommendations. Delivered as a board-ready pack under your firm’s branding.

FAQs

FAQs About Virtual CFO Services.

What does a virtual CFO actually do?
A virtual CFO provides CFO-level financial advisory - budgeting, forecasting, cash flow management, KPI reporting, board packs, and strategic financial planning - delivered remotely and, in Nimblechapps’ case, entirely under your firm’s brand.
How is this different from bookkeeping or management accounts?
Bookkeeping records what happened. Management accounts report it. A virtual CFO interprets it, contextualises it, and tells your client what to do next - forward-looking strategy, not backward-looking compliance.
Who actually does the work - what are their qualifications?
Qualified finance professionals with CFO, controller, and FP&A experience - CA, CPA, CMA, ACCA, and MBA Finance qualified. Every engagement is staffed based on the complexity and industry of your client portfolio.
Can you match advisors to specific industries?
Yes. Real estate, e-commerce, SaaS, construction, professional services, healthcare - the right sector specialist is matched to each client. Industry-relevant KPIs, benchmarks, and models included.
Can you support clients preparing for fundraising?
Yes. Financial models, investor-ready presentations, data room preparation, and due diligence support - all structured to lender and investor standards and delivered.
Nimblechapps · Strategy First. Technology Always.

Your Clients Need a CFO. Now They Have One.

Let Nimblechapps deliver CFO-level advisory - quietly, accurately, and entirely under your brand. Leave us your details and we’ll get back to you within 24 hours.

Schedule a Free Consultation