A finance lead, on a part-time basis
Virtual CFO and advisory
Finbryn provides fractional CFO and FP&A work for Hong Kong companies: cash forecasting, budgeting, KPI design, investor and lender reporting, and financial modelling for a raise, an acquisition or a sale, built on books kept to the standard a Hong Kong registered auditor can sign off without rework.
13-week cash forecast
Illustrative client · August 2026
HKD
- Cash today
- HK$244,220
- Lowest week ahead
- 239,800
- Largest outflow
- Payroll, 46,300
Illustrative. An example of the document, not a client's figures.
Finance leadership that reads to Hong Kong's own numbers
A Hong Kong company answers to a different clock than most of our other markets. There is no small-company audit exemption, no VAT to plan cash around, and profits tax runs on a territorial basis rather than on worldwide income. A fractional CFO working here has to think in those terms from the start: what is the audit going to ask for, is a given stream of income even taxable here, and what does the Mandatory Provident Fund contribution do to monthly payroll cost.
What this covers
The work runs from a standing monthly review with a fractional CFO to a single deliverable such as a 13-week cash flow model ahead of a provisional tax instalment, a fundraising model for a Cyberport or HKSTP-backed raise, or diligence support ahead of a sale. Some clients start narrow, with KPI design or a budget rebuild, and add fractional CFO time once reporting is in place. Others bring in the full advisory relationship from month one.
Who signs what
This is financial analysis and planning, not the statutory audit every active Hong Kong company must complete under the Companies Ordinance, and not the BIR51 profits tax filing that depends on it. Both of those stay with your appointed, Hong Kong registered auditor. Our team prepares the numbers behind board packs, forecasts and models; the audit sign-off and the tax return signature sit with that auditor, never with us.
Built on your own ledger
Every model is built from your actual Xero, QuickBooks Online or Zoho Books data, converted and reconciled against Hong Kong dollars where a business trades in USD or RMB as well. If the underlying books are not current, our bookkeeping team can close them first, so the CFO work starts from numbers an auditor could already trust. See pricing for how advisory work is scoped, and how it works for what the first month looks like.
All services
Virtual CFO and advisory: every service
- Fractional CFOA senior finance lead who works your numbers on a part-time basis: monthly reviews, board and investor prep, and a second opinion before a big decision.
- 13-week cash flow forecastA rolling week-by-week cash forecast that shows what is coming in, what is going out, and where the next 13 weeks get tight.
- BudgetingAn annual budget built from your real numbers, broken out by month and department, that becomes the baseline every later report is measured against.
- FP&AOngoing financial planning and analysis: budget-to-actual tracking, margin and cost analysis, and the monthly pack that explains why the numbers moved.
- Fundraising financial modelsA financial model built for a raise: historical actuals, a growth-driven forecast, and the assumptions an investor will want to pressure-test.
- Investor reportingA recurring investor update built from your actual numbers: the metrics investors expect, delivered on a schedule you can rely on.
- Pricing and unit economicsA clear read on what each customer, order or unit actually costs and earns, so pricing decisions are based on margin rather than a guess.
- KPI designA short list of the numbers that actually run your business, defined once and tracked consistently, instead of a dashboard nobody opens.
- M&A due diligence supportFinancial due diligence support for a buy-side or sell-side deal: clean data, a quality-of-earnings view, and answers ready before the buyer or their advisor asks.
- Exit readinessA review of what a buyer's diligence team will see in your books, done before you go to market, so surprises get fixed on your own timeline instead of theirs.
- Lender covenant reportingRecurring reports built to your loan agreement's exact definitions, delivered on the schedule your lender requires, so a covenant test never comes as a surprise.
Questions
Frequently asked questions: Virtual CFO and advisory
Does a fractional CFO replace the annual Hong Kong audit?
No. Every active Hong Kong company must have its financial statements audited annually by a Hong Kong registered auditor under the Companies Ordinance, with no exemption for size or revenue. Our advisory work prepares the numbers behind that audit; it does not replace it.
Can advisory work help with Hong Kong's territorial tax rules?
We build the models and reports that show where revenue and cost actually sit. Whether a given profit is taxable in Hong Kong or falls outside its territorial scope is a determination for your tax adviser or the credentialed signer handling your BIR51 filing, not for our advisory team.
Do you work in Hong Kong dollars, US dollars or renminbi?
Whichever mix your business actually runs in. Multi-currency transactions are converted and reconciled against the Hong Kong dollar functional currency each month, which matters for any company trading with Mainland China or invoicing in US dollars.
Can you support a company that also has a Singapore or Macau entity?
Yes. Hong Kong, Singapore and Macau entities are common together, and we can build consolidated reporting across them, though each jurisdiction's own filing and audit requirements stay with a locally credentialed signer in that jurisdiction.
What is included in a virtual CFO engagement for a Hong Kong company?
Cash forecasting, budgeting, KPI design, board and investor reporting, and financial modelling for a raise, an acquisition or a sale, built on books already kept to the standard your practising Hong Kong CPA can sign off without rework.
What is not included in virtual CFO advisory?
We do not carry out your statutory audit, sign as your company's officer, or make final financing or ownership decisions; advisory work gives you the numbers and the analysis, the decision stays with you and your board.
How is virtual CFO work priced?
Through a fixed monthly retainer scoped to the hours and deliverables agreed, such as monthly reviews plus a board pack, rather than billed hour by hour; the scope is set out in your engagement letter before work starts.
What access do you need to our data to do this work?
Read access to your Xero, QuickBooks Online or Zoho Books file and whatever bank or payment data feeds it, kept to the accounts relevant to the engagement rather than a blanket login across every system your company runs.
Next step
Talk to the team that would run your books
A short call covers your setup, your software and what a first month would look like. You get a written scope and price after it.