Unlock
real results
Ake’s Virtual CFO service provides Strategic Financial Leadership Without the Full-Time Cost. Your numbers, working for you.
Gain support from award winning professionals.
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Dylan Stewart
Ngāti Awa, Ngāti Maniapoto
Senior Client Manager & Chartered Accountant
BCom, MInstD
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Tanisha Jones
Whakatōhea, Ngati Ngahere, Ngati Ira, Nga Ariki Kaiputahi
Senior Client Manager & Chartered Accountant
NZDipBus(Mgmt), BBS(Actg)
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Carlene Dixon
Senior Client Manager
DipAcc
A virtual CFO (Chief Financial Officer) is a cost-effective way to access the financial and strategic acumen of CFO. Ake’s Virtual CFO support gives you access to high-level financial expertise, strategic guidance, and forward-looking insight. If you're leading a growing organisation or scaling a business, this is the ideal option, and without the cost of a full-time employee.
Who is this for?
"We partner with growing organisations, Trusts, Marae, and purpose-led entities that have outgrown basic accounting, providing strategic financial leadership to help them thrive, scale, and sustain impact."
Established Businesses
($2M+ Revenue)
Growth-stage companies ready for structured financial thinking. You've outgrown your bookkeeper but aren't ready for a full-time CFO. Ake will fill that gap.
Financial clarity and control
Scalable systems and reporting
Profit optimisation
Strategic input for growth decisions
Find out more now
Talk to your Ake Client Manager about receiving your proposal, or if you’re new to us, please book a 10-minute discovery call .
Tier 3 Not-for-Profits
(2M+ expenditure)
Medium to large charities, Trusts and Marae navigating complex reporting obligations, funding pressure, and board accountability. You need financial leadership that strengthens your impact.
Clarity for trustees and governance
Forecasting for funding sustainability
Clear reporting aligned to impact and outcomes
Financial leadership without hiring a full-time CFO
Find out more now
Talk to your Ake Client Manager about receiving your proposal, or if you’re new to us, please book a 10-minute discovery call .
The VCFO Service
Process
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Before working alongside your organisation commences, we'll provide you with pre-work - a series of in-depth questions to answer about your business. It’s vital that you put time and effort into this step. This helps us to make sure our time together is as efficient and effective as possible. It will help identify any issues that need to be discussed, and enable us to prepare any information required before getting started.
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Once the foundations are in place, we move into an ongoing rhythm of reporting, review, planning and action.
Your VCFO services are tailored to your business, but may include regular management reporting, cash flow forecasting, budgets and forecasts, financial performance reviews, scenario modelling and support with key business decisions.
We’ll help you understand what the numbers are telling you, what needs your attention, and what you should be thinking about next.
As your business changes, our focus changes with it. That might mean working through growth plans, managing cash flow, assessing a new opportunity, preparing for investment or funding, or helping you understand the financial impact of a major decisions.
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A VCFO relationship gives you access to more than one person.
You’ll have a key point of contact at Ake, supported by our wider accounting and advisory team. This means we can bring together the right capability depending on what your business needs.
Our team can support you across areas such as accounting and financial reporting, budgets and forecasts, cash flow, tax planning, financial modelling and business decision support.
Where something sits outside the agreed VCFO scope, we’ll discuss this with you first. This can include additional analysis, funding or grant support, acquisition work, board or investor reporting, or other specialist projects.
Think of us as an extension of your finance team, without needing a full-time CFO in the business.
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To achieve real momentum and results, we highly recommend adding Group Business Coaching or 1:1 Business Coaching service. Working with a senior Ake team member on a regular basis, you’ll gain an invaluable sounding board to talk through decisions, overcome challenges and seize the right opportunities, and keep you on track towards your goals
Our Whakatauākī
“Ko tāku he whakaoho i te pito mata o wō moemoeā
Ko tāu he whakapakari hei hua pūmau, hei tāonga tuku iho.
Āke! Ake! Ake!
“Mine is to awaken the potential of your dreams and aspirations
Yours is to strengthen to bear fruit, to become an asset to be inherited.
Forevermore!”
Your 2026 Emerging Advisory Firm of The Year
What you’ll gain from your Virtual CFO Service
A trusted partner with a wealth of knowledge and insights to tap into
No stress of managing and employing additional staff
Ability to scale up or down swiftly
The collective knowledge of the Ake Team rather than just one employee
A strong understanding of the true drivers in your business
Full knowledge of your financial position, at all times
Work with a team trained of efficiency and best practice
Support to set SMART goals, and the tools, strategies and actions to meet these.
A tax and business structure set up to maximise efficiencies
A focus on continually improving or evolving your business processes
A focus on ways to increase profitability
Confidence and support to make key decisions
Accountability to your plans and goals.
A sounding board and outside view for challenges and issues
More strategic input and oversight from strategic thinkers
Book a Free Consultation
We know that finding the right adviser is a decision not to be taken lightly. That’s why we offer free consultations with our team to talk through your needs, and whether we’d be a good fit.
What’s included in this service?
The Virtual CFO is our top-tier advisory package, designed to provide the business advice, systems and insights needed for your growth and development. We can design a Virtual CFO package to suit your needs and resources, however a typical package would include:
Annual Business Planning
Strategic Planning
Value Gap Analysis
Annual Financial Forecast
Annual Cashflow Forecast
Regular Management Reporting
Cashflow & Profit Improvement Analysis
Coaching (Regular Accountability Meetings)
Annual Accounts Preparation
Tax Planning
You can also add on any of our Business Compliance and Administration services - such as Payroll, GST or Bookkeeping.