CFO Services - Monily CFO services that help you elevate your business

Let your business thrive
with our virtual CFO services

Financial leadership in the form of a competent CFO is what you need to take your business to the next level.

Adapt and add value
to your business

Our virtual CFO will work closely with you to understand your unique business position, financial data, profitability strength and help you identify and address critical issues to enable your business to reach its full potential.

Especially focused on startups and SMEs, our CFO services will act like a strategic advisory support to chart the growth path, form strategic alliances and partnerships, driving measurable value and establishing core financial processes and reporting requirements.

Our CFO services include:

Profit Protection
Cash Flow Management
Business Planning
Financing Preparations
Covenant Monitoring
Virtual board attendance/presentation

Profit protection

To help you achieve your business objectives, we work with our partners to design effective growth strategies, optimize processes that enable cost reduction, inform about potential pitfalls proactively and make solid financial plans that help you gain competitive advantage.

Cash flow management

Our virtual CFOs offer insights into the impact of any strategic business decisions or changes you are planning to make putting you in a position where you can make critical decisions without breaking a sweat.

Financial advisory support

Every startup manages a unique set of strengths, weaknesses, opportunities and threats. For most of them, priority lies in acing the new rounds of funding and financing. Our trusted experts help you prepare your pitch for the next round and get potential investors interested in your business enabling you to unlock growth.

Budgeting and business planning

From preparing financial statements, managing your day-to-day finances to employing successful budgeting techniques and making recommendations specific to your business requirements to ensure maximum return on investment, our virtual CFO does it all.

Covenant monitoring

Our rich array of advisory and accounting expertise helps our partners benefit from a holistic and proactive covenant monitory approach throughout the lending lifecycle to minimize the financial risks and costs.

Virtual board attendance

As part of our virtual CFO services, your dedicated CFO will be part of your board, subcommittee and strategic meetings to help you and your stakeholders get the necessary financial insights at every stage of the business lifecycle.

Financial solutions built for your business

Join 1,000+ growing businesses who trust Monily to get their finances right.
We’ll work with you to find the solution and price that fits your business.


8 hours of CFO engagement

Personal CFO Consultation

Cash Flow Management

Annual Budget based on Industry specific variables

Financial Statements

Monthly Variance Analysis & Reporting against Annual Budget

Board Meeting Presence


15 hours of CFO budgeting

Personal CFO Consultation

Budget based on Industry specific variables

Financial Statements

Variance Analysis & Reporting

Board Meeting Presence

Streamlining finances across businesses and industries

Our holistic approach to aspiring startups and small and medium-sized businesses spans accounting, bookkeeping, payroll management, financial reporting, tax preparation, and more. We take care of the most time-consuming function of your business and let you focus on what matters to you the most –– running and growing your business! At Monily, we combine experience and technology as we offer proactive financial and strategic advice. This enables our partners to make informed decisions based on their business’s financial health.


Get crystal clear visibility of the financial health of your business and keep your financial records tax compliant and up to date with our highly experienced bookkeepers.

Tax Preparation

Simplify the tax preparation process for your startup with our tax professionals who can help you achieve the best possible tax outcomes and manage tax risks.

Dedicated CFO

Your dedicated CFO will create customized reports, interpret your financial data and offer strategic business insights to help grow your business exponentially.


Save time and avoid any potential risks as our payroll experts ensure tax computations, entitlements, and legal compliance for you in your payroll management system.

Frequently Asked Questions

How much do CFO services cost?

Our CFO packages start under $200 per month.

Can I hire you for CFO services as a standalone?

Yes, you can purchase CFO services on its own or packaged with other services including bookkeeping.

How does this work if I am an existing client or plan to sign up for other services offered by Monily?

Our CFO services are a great complement to our other services.  Assuming we do your bookkeeping, your CFO will have the benefit of being able to get quick answers on specific transactions so that they can give you the insight that you need quite quickly.

If I want to start with other Monily services, can I add CFO services later?

Yes of course, you are more than welcome to do so at any time.  Please get in touch with your dedicated accountant manager and let them know about your interest in our CFO services.

What is a hidden profit centres?

A hidden profit centre can be a process, branch or division about which the employees or management are unaware that they are paying additional costs or missing out on additional savings, impacting the bottom line and profitability of the organization.

What does financial analysis mean?

Behind every number is a story, and it is our job to uncover that story, using very powerful financial analysis tools to bring cost and process efficiencies in order to improve the long-term profitability & sustainability of your business.

What kind of clients are you looking for?

Our virtual CFO services are geared towards start-up and SMEs that aim to take their organization to the very top; and firms that opt for significant cost savings over hiring a full-time CFO.

What do you mean by strategic planning?

It is a process wherein our CFOs help the business management to define explicitly the short term and long term objectives of the business and make recommendations to allocate resources accordingly to pursue the attainment of those goals aggressively in order to grow the business.

If we’re interested in your services, what is the process?

For our value-added CFO services, please fill out our contact form below, and we’ll contact you right away. We look forward to serving you!