Services · Virtual CFO Services

A finance function, without the full-time hire.

For companies that have outgrown the bookkeeper but aren't ready for a full-time CFO. Monthly numbers that mean something and hold up in the boardroom.

Monthly reporting Board-ready packs A fraction of a full-time hire

What's included

The judgment layer above bookkeeping: what the numbers mean and what to do about them.

Monthly management reporting
Cash-flow and runway management
Budgets, forecasts, and variance analysis
Board and investor reporting packs
Finance systems and process setup
KPI dashboards tied to how the business actually runs

Numbers that arrive monthly, mean something, and hold up in the boardroom, without the full-time salary.

Who this is for

Built for the gap between bookkeeper and CFO.

Post-seed companies

You have a board now. You need to report to it.

Monthly packs, runway tracking, and the reporting discipline investors expect from a funded company.

Family businesses professionalizing

The spreadsheets worked, until they didn't.

Systems and monthly reporting that turn tribal knowledge into numbers anyone can read.

Companies preparing to raise or sell

The numbers need to survive a stranger's scrutiny.

Reporting built to the standard a diligence process will actually hold you to.

How it works

Built once, run every month.

Assessment

We review your current numbers, systems, and reporting gaps against what your board or investors will expect.

A clear list of what's missing and what's already working.

Systems stood up

Reporting, dashboards, and a monthly cadence get built once, not reinvented every quarter.

A repeatable process instead of a one-off spreadsheet.

Monthly cadence

Numbers close, get reviewed, and reach you and your board on the same schedule every month.

Decisions made on current numbers, not last quarter's guesses.

Bookkeeping & Accounting Fundraising Readiness Bespoke Advisory

Common questions

Asked on almost every first call.

How is a virtual CFO different from a bookkeeper?

A bookkeeper records what happened. A virtual CFO tells you what it means and what to do next: cash and runway, budgets against actuals, pricing and hiring implications, and the reporting your board reads. The two work best as one connected function.

What does a virtual CFO cost?

A fraction of a full-time CFO hire. Every engagement is a fixed monthly fee, scoped in writing before work begins, sized to the cadence and depth your company actually needs.

Do we have to move our bookkeeping to Mizenna?

No. Virtual CFO work can run above your existing bookkeeping. That said, when the same team runs both, the handoffs disappear and the monthly close feeds the reporting directly, which is why many clients consolidate over time.

Not sure which of these you need?

That is exactly what the Diagnostic is for. Bring your situation; leave with a written map of every obligation and what to do about it.

Fixed fee. Yours to keep. No obligation to continue.

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