VIRTUAL CFO
A CFO who speaks transport — without the full-time cost.
CFO-grade insight for your freight business, powered by your digital twin: your numbers refreshed automatically and explained in plain English, every month.
WHAT YOU GET
Beyond the numbers, a partner in your corner.
Hiring a full-time CFO isn't feasible for most transport businesses — but the need for CFO-grade judgement is real when margins run at a few percent and one bad contract can sink a quarter. Our virtual CFO service gives you that level of financial expertise, without the full-time cost.
Your digital twin does the heavy lifting: data from Xero, your TMS and fuel cards refreshes automatically each month, and the commentary writes itself before we talk. You get a 15-minute monthly call on what changed and what to do about it, plus a 45-minute quarterly review to steer the bigger decisions — fleet, lanes, rates and growth.
Included services
- Automatic monthly data refresh (Xero, TMS, fuel cards)
- Plain-English monthly commentary
- 15-minute monthly CFO call
- 45-minute quarterly strategy review
- Cash-flow forecasting & profitability analysis
- Board-ready financial packs
THE OUTCOME
What changes for your business
Board-level clarity
Monthly reporting and board-ready packs that explain the numbers in plain English.
Improved margins
Lane and fleet profitability analysis that finds the leaks before they compound.
A steady cadence
A 15-minute monthly call and 45-minute quarterly review — decisions made on time, not at year end.
HOW IT WORKS
How we work together
Diagnostic
A discovery deep-dive into your fleet, lanes, contracts and goals.
Twin build
We build your always-current digital twin and a tailored financial roadmap.
Monthly CFO cadence
Data refreshes automatically, commentary is ready, and we talk for 15 minutes on what matters.
Quarterly strategy
A 45-minute review with board-ready packs to keep fleet, lanes and growth on track.
PRICING
Transparent fees, agreed up front.
Transparent, fixed-fee or monthly pricing agreed up front — no hidden fees. Your quote follows a free consultation.
YOUR SUCCESS STARTS HERE
Ready when you are.
Book a free consultation and we'll map your Now, Where and How together.