Outsourced CFO

Many businesses need financial management beyond bookkeeping

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eptakey

Outsourced CFO

Many businesses need financial management beyond bookkeeping but are not at the stage of hiring a full-time CFO. Eptakey provides outsourced CFO services on a flexible basis — bringing budgeting, forecasting, reporting, and financial planning capabilities without the permanent overhead.

We build annual operating budgets, rolling forecasts, and scenario models. This includes revenue modelling, cost structure analysis, headcount planning, and monthly variance reporting comparing actual performance to budget.

Cash flow forecasting on a rolling basis, working capital monitoring, cash conversion cycle tracking, and treasury coordination for multi-entity or multi-currency operations.

Preparation of board packs, management dashboards, KPI reports, and investor-ready financials. For businesses raising capital, we prepare data rooms and financial models.

We help clients select and implement the right accounting platform — Xero, QuickBooks, Zoho Books, SAP Business One, or others. This covers chart of accounts design, workflow setup, banking integration, data migration, and user training.

Design of approval workflows, segregation of duties, procurement controls, and expense management processes. We build the operational controls that growing businesses need as they scale.

ENGAGEMENT MODELS

Outsourced CFO engagements are flexible. Some clients need us a few days per week. Others need intensive support during a fundraise or audit, then step down to monthly oversight. We structure the engagement around actual needs and adjust over time.