Our Projects

Virtual CFO Projects

Beyond the books: we build the systems that give owners reliable numbers.

Most businesses don't lack data. They lack a system that turns daily activity into numbers they can trust. As Virtual CFO, we diagnose where money leaks and then build practical, cloud-based tools that fix it. We stay involved through monthly MIS and reviews, so the system keeps being used.

This work sits alongside our Virtual CFO and reporting advisory and business automation services.

Project 01: Cost & Control System for a Hospitality Business

Hospitality Cost & Control System

  • Sector: Banquet hall, catering and rooms
  • Role: Virtual CFO — diagnosis, system design, implementation, MIS

The Problem

Event pricing was based on past quotes, not actual costs. Cutlery and assets went missing after events with no accountability. The rooms business had no clear view of occupancy or profitability.

What We Built

  • Event Cost Predictor: forecasts inventory and cost per plate from actual consumption at past events, then generates the purchase list.
  • Margin check: flags any quote below the target margin before it's confirmed.
  • Cutlery & Asset Audit: reconciles items issued, returned, broken and missing after each event, with responsibility assigned.
  • Rooms Management: live room status, occupancy, average room rate and a monthly room P&L.
  • Owner dashboard & monthly MIS: predicted vs actual cost, event margins, asset losses and room profitability in one place.

Outcome

Key insight: once the data was reliable, pricing and control decisions became straightforward.

  • Virtual CFO
  • Costing
  • Inventory
  • Asset Audit
  • MIS

The client is not named, in keeping with our confidentiality policy.

System Screens

Illustrative screens with sample data. Original project screenshots, with names masked, will be added here.

Illustrative owner dashboard showing upcoming events with predicted cost, quoted value and margin, with alerts for the owner

Owner dashboard

Upcoming events with predicted cost and margin, plus alerts when a quote falls below target.

Illustrative Event Cost Predictor screen listing the inventory required for an event, what to buy and the cost per plate

Event Cost Predictor

Enter event type, menu and guests; it returns the inventory required, what to buy and the cost per plate.

Illustrative Cutlery and Asset Audit screen reconciling items issued, returned, broken and missing after an event

Cutlery & Asset Audit

Post-event reconciliation with loss value and the person responsible for each shortage.

Illustrative Rooms Management screen showing live room status, occupancy, average room rate and the monthly room profit and loss

Rooms Management

Live room status, occupancy, average room rate and a monthly room P&L.

Want the Same System Built Around Your Business?

Tell us where the numbers are unreliable today. We will map how material, money and
information move, and build the system that closes the gap.

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