Virtual CFO Services

Virtual CFO Services

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
American 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 insights, without the full-time commitment.

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

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.
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.
Fractional Finance Director (FD) Services Hands-on leadership focused on operational finance, management reporting, compliance, and team oversight. Perfect for American 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 & Financial Performance
Navigate Complexity (M&A, Investment, Restructuring)
Improve Budgeting, Forecasting & Scenario Planning
Strengthen Cash Flow Management & Investor Confidence
Professionalize Internal Controls & Finance Operations
Translate numbers into actionable decision

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. American businesses choose our Virtual and Fractional CFO/FD services because we offer:

  1. Executive-Level Strategy & Financial Direction

  2. Real-Time Financial Visibility & Dashboarding

  3. Custom Reporting for Boards, Investors & Lenders

  4. Budgeting, Forecasting & Scenario Modelling

  5. Clear Communication & Proactive Insight

  6. Industry-Specific Knowledge with Scalable Delivery

  7. Cost-Effective Solutions with USA-Level Standards

  8. 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, stabilize 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:

  1. Construction & Real Estate

  2. Tech & SaaS Startups

  3. Financial Services & Investment Firms

  4. Healthcare & Private Clinics

  5. Retail & E-Commerce

  6. Legal & Professional Services

  7. Media, Advertising & Creative Agencies

  8. Manufacturing & Industrial

  9. 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 USA 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

How It Works with Unison Direct

Step 1:
Discovery Consultation

We learn your business model, pain points, and growth goals.

Step 2:
Engagement Setup

We outline a tailored CFO scope - from weekly check-ins to quarterly planning.

Step 3:
Onboarding & Tool Access

We connect with your finance stack to start building clarity from day one.

Step 4:
Strategy, Reporting & Insight Delivery

Your CFO delivers actionable advice, structured reporting, and data-driven planning support.

Step 5:
Flexible Scaling

Need more support as you grow? We can scale up our engagement without disrupting your operations.

Frequently Asked Questions

They’re often used interchangeably. A virtual CFO provides remote support, while a fractional CFO typically refers to part-time or project-based engagement. At Unison Direct, we offer both – depending on your needs.

Bookkeepers record transactions. Accountants handle compliance and taxes. A CFO provides strategic financial leadership from forecasting and planning to growth modeling and reporting.
Absolutely. Many of our clients are small businesses or single-person companies who need high-level insight without hiring a full-time CFO.
Yes. We create financial models, pitch-ready projections, and reporting documents that align with investor expectations especially for startups and early-stage businesses.
We typically onboard clients within 3–5 business days. After a discovery call, we’ll outline a clear engagement plan and begin supporting your financial strategy.

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.