Driver based forecasting
A three statement model tied to operating drivers you can flex, not a spreadsheet nobody trusts.
Service practice
Virtual CFO & Advisory
A senior finance partner in your management meetings, backed by a delivery team that produces the numbers behind the advice.
Growing companies reach a point where bookkeeping is solved but financial strategy is not. Pricing, hiring and funding decisions get made on instinct because nobody owns the model. A full time finance chief can cost more than the decisions are worth, yet going without costs more still.
Globex places a qualified finance lead into your leadership rhythm. They attend your management meeting, own the forecast, challenge the assumptions and bring the analysis that turns a profit and loss statement into a decision.
What the first ninety days look like
The opening weeks are a diagnostic on data quality, margin structure and cash conversion. From there we build a driver based cash forecast and a three statement model. By the end of the first quarter you have the reporting pack your board will actually read, plus the two or three levers worth pulling first.
Scope
What this practice actually covers.
Short horizon cash flow
Rolling thirteen week cash visibility with scenario toggles for hiring, collections and capital spend.
Unit economics
Contribution margin by product, channel, cohort and customer, including the ones losing money.
Board and investor reporting
A pack that answers questions before they are asked, with commentary written by the person who built it.
Fundraise and lender support
Data room preparation, model defence, covenant tracking and diligence response management.
Metric architecture
The handful of numbers that actually move your business, defined once and reported consistently.
Onboarding
How this engagement gets off the ground.
01
Discovery and scoping
A working session rather than a sales call. We map your current workflow, volumes, software, review standards and the specific bottleneck you want gone.
02
Role design and costing
You receive a written role scorecard, team structure, shift plan and a transparent monthly cost with nothing hidden below the line.
03
Sourcing and your interviews
We screen for technical skill, communication and culture, then present a shortlist per role. You interview. You decide. Nobody is placed without your approval.
04
Secure onboarding
Access provisioning under your IT policy, confidentiality agreements, security training, software certification and a documented calibration batch before any live file is touched.
05
Go live and parallel run
The first period runs in parallel with your existing process. Output is compared, gaps are closed, and handover completes only when your reviewer signs off.
06
Manage, review and scale
A named practice manager, a monthly service review against agreed service levels, quarterly capacity planning and a backfill commitment written into the contract.
Questions
About virtual cfo, specifically.
Anything not covered here gets a direct answer within one business day, from the practice lead rather than a sales desk.
Engagements are scoped in days per month and scale from a light advisory footprint to several days a week. The delivery team behind them is sized separately, so you are not paying advisory rates for schedule building.
A named person. You meet them before you sign, they stay with your account, and if they move on you approve the replacement.
Related practices
Bookkeeping & Accounting
Clean, reconciled, review ready books every month, closed on a calendar you set rather than one we invent.
01
Explore
Tax Preparation & Compliance
Return preparation at season scale. Forms 1040, 1120, 1120-S, 1065, 990 and the UK, Canadian and Australian equivalents, prepared to your review standard.
02
Explore
Payroll Processing
Multi-state, multi-entity payroll run on time, filed on time, and reconciled to the general ledger every cycle.
03
Explore
Next step
Ready to build your offshore finance team?
Tell us what your firm is struggling with. We will map the roles, show you the cost model and give you a shortlist to interview. No retainer, no obligation.
Book a Consultation
See Engagement Models
No retainer. Response within one business day.
Confidentiality agreement signed before any data is shared.