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From $1,495 • Per Month

VCFO Essentials Plan

VCFO Essentials gives your business the financial modelling, profitability analysis and KPI tracking to understand what’s really driving performance, backed by a dedicated advisor every month.
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Financial Modelling and Performance Insights

Designed for business owners who want clarity, not just compliance.

VCFO Essentials is built for business owners who have their bookkeeping under control but want a clearer view of what’s actually happening behind the numbers. It covers the modelling, analysis and reporting you need to understand your business performance, without the cost of a full-time hire.

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See the story behind your numbers, not just the totals.

VCFO Essentials Service Inclusions

Reporting should tell you something useful, not just add to the pile. Here's what's included in this Cotchy VCFO plan.

Financial Modelling

  • Custom financial modelling providing strategic insights
  • Basic service / product profitability analysis

Reporting and Performance

  • Budget vs actuals variance analysis
  • Industry and business specific KPI dashboard

Advisory Support

  • Monthly call with your VCFO

Best for:

Businesses seeking to understand the true drivers of their business performance and discover key insights.

built for small businesses

Track your numbers without living in spreadsheets.

Cotchy helps small businesses keep financial records accurate and up to date, with reconciliations, reporting and support from experienced bookkeepers.

From $1,495 • Per Month

Why Pick Cotchy's VCFO Essentials Plan?

Cotchy’s VCFO Essentials plan is built for business owners who want more than a set of reports at the end of the month. 

It combines financial modelling, profitability analysis and a KPI dashboard built around your industry, so you can see what’s actually driving your numbers. 

Paired with a monthly call with your VCFO, it gives you a working understanding of your business performance, delivered by a local Australian team for a fixed monthly fee.

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VCFO Essentials Frequently Asked Questions

A virtual CFO (VCFO) gives you the financial strategy and reporting of a Chief Financial Officer, without the cost of a full-time hire. Your VCFO builds financial models, tracks performance and helps you make sense of your numbers on a fixed monthly fee.
It suits business owners who have their bookkeeping under control but want a clearer view of profitability, performance and the trends behind their numbers, without committing to a bigger advisory package.
Bookkeeping keeps your records accurate. VCFO Essentials goes a step further, turning those records into models, dashboards and insights that help you understand and improve business performance.

Yes. If your needs grow, you can move up to VCFO Growth or VCFO Strategic at any time. Your advisor will let you know when it’s the right move.