Virtual CFO

Virtual CFO

Strategic Financial Leadership – Scaled to Your Needs

As your business grows, so does the complexity of your financial landscape—from managing cash flow and forecasting growth to navigating risk, compliance, and investor relations. But hiring a full-time CFO or Finance Director can be expensive, especially when you only need high-impact financial leadership on a part-time or project basis.
That’s where Unison Direct comes in.
We offer flexible, expert-led Fractional CFO, Virtual CFO, and Fractional Finance Director services tailored for ambitious UK businesses. Whether you’re a startup seeking clarity, a scaling SME preparing for investment, or a mature enterprise looking for sharper financial control, we deliver board-level insight—without the full-time commitment.
Schedule your free financial leadership consultation today.

What We Offer: Virtual CFO, Fractional CFO & Finance Director Services

  1. Virtual CFO Services

    Remote-based, part-time CFO expertise designed for growing businesses that need strategic financial leadership, cash flow forecasting, and real-time reporting—without the cost of a full-time executive.

  2. Fractional CFO Services

    On-demand CFO advisory—offered on a flexible retainer or project basis. Ideal for businesses undergoing funding, restructuring, exit planning, or complex transformation projects.

  3. Fractional Finance Director (FD) Services

    Hands-on leadership focused on operational finance, management reporting, compliance, and team oversight. Perfect for UK businesses needing mid-to-senior financial management, but not yet ready to hire a full-time FD.

Why Your Business Needs a Fractional or Virtual CFO/FD

A Fractional or Virtual CFO/FD gives you the high-level strategic and operational financial support your business needs to:
Drive profitability and financial performance
Navigate complexity (M&A, investment, restructuring)
Improve budgeting, forecasting & scenario planning
Strengthen cash flow management & investor confidence
Professionalise internal controls & finance operations
Translate numbers into actionable decisions
With Unison Direct, you gain a proactive financial partner who brings experience, industry knowledge, and a practical approach to every engagement.

Why Choose Unison Direct?

We don’t just provide outsourced finance professionals—we embed strategic thinking into your leadership team. UK businesses choose our Virtual and Fractional CFO/FD services because we offer:
Executive-Level Strategy & Financial Direction
Real-Time Financial Visibility & Dashboarding
Custom Reporting for Boards, Investors & Lenders
Budgeting, Forecasting & Scenario Modelling
Clear Communication & Proactive Insight
Industry-Specific Knowledge with Scalable Delivery
Cost-Effective Solutions with UK-Level Standards
Flexible Engagements: Monthly Retainer, Project-Based or Interim
We work as an extension of your leadership team, not just a vendor.

Our CFO/FD Services Include:

Strategic Financial Planning & Advisory
Cash Flow Management & Liquidity Planning
Budgeting & Rolling Forecasts
Scenario Planning & Sensitivity Analysis
KPI Design & Financial Health Dashboards
Investor Decks & Fundraising Strategy
Board Pack Preparation & Stakeholder Liaison
Business Performance Reviews & Risk Management
Financial Modelling for Growth & Exit
Team Leadership & Finance Function Oversight
Audit Preparation & Compliance Assurance
Whether you're looking for someone to drive funding readiness, stabilise cash flow, or build financial infrastructure, we tailor support around your needs.

Sector-Specific CFO & FD Advisory

We deliver deep domain expertise tailored to your industry’s challenges and metrics:
Construction & Real Estate
Tech & SaaS Startups
Financial Services & Investment Firms
Healthcare & Private Clinics
Retail & E-Commerce
Legal & Professional Services
Media, Advertising & Creative Agencies
Manufacturing & Industrial
Non-Profits & Charities
From managing project-based cash flow in construction to burn-rate forecasting in tech, we bring the right lens to your financial strategy.

Why UK Businesses Trust Unison Direct

Strategic, high-impact financial guidance
No one-size-fits-all—fully bespoke support
Onshore expertise with offshore efficiency
Transparent pricing & flexible terms
Consistent reporting & communication cadence
Trusted partner for growth, transformation & scale

What Our Virtual CFO Services Include​

Our outsourced CFO services go beyond spreadsheets. Together, we help you make both short-term and long-term decisions.

  1. Financial Strategy & Forecasting

    Define growth targets, create forecasts, and align your business plan with real-world numbers.

  2. Cash Flow Management

    Stay in control of inflows, outflows, burn rate, and liquidity – especially critical for startups and seasonal businesses.

  3. Budgeting & Cost Optimisation

    Identify cost leaks, improve margins, and allocate capital more efficiently.

  4. Reporting for Stakeholders

    Investor-ready financial statements, board-level reporting, and funding projections – delivered with clarity.

  5. Banking & Funding Support

    We support loan applications, funding rounds, and financial due diligence with UK-centric documentation and insights.

  6. Compliance Oversight

    To reduce risk, go over statutory filings, VAT, payroll summaries, and tax exposure with your accountant.

Why Choose Our Outsourced CFO Services?

Expertise You Can Access Anytime Get guidance from seasoned finance professionals without the cost of a full-time salary.
We deliver insights that drive profitability, funding readiness, and sustainable growth.
Built for UK Startups & Small Enterprises Our team works exclusively with UK-based clients.
From Companies House compliance to financial modelling – we know the landscape, and we speak your language.
Affordable, Flexible Engagements Our virtual CFO outsourcing services are available on monthly, quarterly, or project-based models so you only pay for what you need.
Secure Offshoring. Seamless Delivery. Our team in India operates under strict data protection protocols, with GDPR compliance and ISO 27001-certified infrastructure.

How It Works

Free Needs Assessment

We take time to understand your priorities - whether it's managing cash flow, planning for growth, or preparing for funding and tailor a virtual CFO plan around your needs.

Virtual Onboarding

We connect securely, review key data, and integrate with your systems (Xero, QuickBooks, Sage, Excel).

Advisory + Action

Receive monthly or quarterly reviews, dashboards, forecasts, and insights from your assigned virtual CFO.

Ongoing Strategy Support

As your business grows, we adjust our input - keeping your financial leadership one step ahead.

We serve UK businesses who want the vision of a CFO – without the price tag.

Startups preparing for growth or funding
SMEs needing strategic direction
E-commerce owners looking to optimise margins
Contractors & service providers scaling up
Founders juggling too many financial roles

If you need clarity, control, and consistency – our fractional CFO services are built for you.

We’re not just one of many virtual CFO outsourcing companies – we’re a dedicated offshore partner focused on UK businesses. Our clients choose us for:

Deep UK market knowledge
Flexible, scalable support plans
Confidentiality and data security
High-quality financial insights
A dedicated finance expert by your side

With us, you get strategic guidance without overhead or HR hassle.

Frequently Asked Questions

A virtual CFO (Chief Financial Officer) is a part-time finance leader who offers strategic guidance, financial planning, and reporting without being on payroll full-time.

With fractional CFO services, you get access to expert financial support on a flexible schedule – weekly, monthly, or per project. Ideal for SMEs and startups.

Yes. Our virtual CFO for startups is designed for pre-revenue to growth-stage companies needing fundraising, budgeting, or financial clarity.

Very secure. We are GDPR-compliant, follow ISO 27001 standards, and operate with encrypted communication and access control protocols.

Yes. A virtual CFO is a strategic advisor – not a replacement for day-to-day bookkeeping or tax filing. We work alongside your team or outsourced provider.

Need Strategic Financial
Leadership Without the
Full-Time Cost?

Whether you're preparing for investment, scaling rapidly, or simply need stronger control over your numbers, Unison Direct is ready to support you with Fractional CFO, Virtual CFO, and Finance Director Services that flex as your business evolves.

Let’s align your financial strategy with your growth vision.
Book your free consultation today.