My Virtual CFO helps Business Owners, Chief Financial Officers & Finance managers convert their accounts packages to cloud software packages including Xero & ApprovalMax.
We also provide outsourced CFO services, bespoke training & e-learning videos to support Bookkeepers, Accountants, Accountancy Practices & Accounts teams at SME
Every person is different and so is every company. We partner with our clients and assess what they need to grow their business, automate, reduce costs and obtain real-time accounts information.
New clients have an introductory call to assess the scope of the project. We will assess your needs, figure out which Xero products and features can add value so when you get started with Xero, you’re using it to its full potential, and it’s personalised to your business.
Our services will be tailored to your needs and can include the following:
Preparation of accounts to include:
All our standard services have fixed price plans. Any once-off projects are also priced upfront and are fixed.
We are Certified Xero and Approvalmax advisors, providing of online accounting software enabling us to be your business partner in the cloud.
My Virtual CFO helps businesses and startups take control of their finances by offering cloud-based accounting solutions, outsourced CFO services, financial planning, and training. We support business owners, CFOs, finance teams, bookkeepers, and accountants with hands-on guidance and smart tools like Xero and ApprovalMax.
Our services are tailored for SMEs, startups, bookkeepers, accountants, finance managers, and business owners who want better control over their financial data, reporting, and planning.
We offer monthly, quarterly, or yearly accounts preparation that can include:
Bank reconciliations
VAT returns
Debtor and creditor analysis
Payroll management
Liaison with Revenue Commissioners
Yes! We prepare detailed management reporting packs that include:
Profit and Loss
Balance Sheet
Cash Flow Statement
Key Performance Indicators (KPIs)
Budget vs Actual analysis
We also attend management meetings to help interpret and advise on the numbers.
We are Certified Xero and Wave Advisors, and we also support ApprovalMax. These tools help automate processes, improve accuracy, and keep your accounts accessible and secure in the cloud.
Absolutely. We offer bespoke training sessions and e-learning videos for bookkeepers, accountants, and accounts teams. We also provide 1:1 or group sessions on cloud software systems like Xero and ApprovalMax.
Yes! We assist with:
Business plans
Strategic planning
Annual budgets
Rolling forecasts
Cash flow projections
We’ll also help you stay tax compliant and apply for business grants.
We offer fixed-price packages for all standard services and agree upfront pricing for once-off projects—so there are no surprises. Plus, our team has deep experience and a hands-on approach to helping businesses grow.
Yes, we can act as your financial representative in key meetings with banks, investors, or government agencies—giving you the expertise and credibility to secure funding or build strategic partnerships.
Simply book a consultation to discuss your needs. Whether you’re looking to migrate to cloud software, outsource your CFO role, or train your team, we’ll create a tailored plan to suit your business.
At My Virtual CFO, we understand the challenges small business owners face when managing finances. With limited time and resources, maintaining accurate financial records and staying compliant with regulations can be a
As a small business owner, managing the financial complexities of your growing company can feel overwhelming. You’re already juggling sales, operations, staff, and customers – adding strategic financial management to that list
Moving to a new software can feel daunting and we understand this. We have an expert team to make the process as seamless as possible. Are you spending too much time on
