Finance, controllership and HR with method, so the owner can decide without operating.
You still reconcile the bank statement and close payroll on your own, and little time is left to decide. Veltis takes over that routine.
What we do
What the Management practice covers
Financial BPO
Outsourcing of the finance routine (BPO): accounts payable and receivable, bank reconciliation and operational treasury, without relying on anyone's memory.
Controllership
Budget, management income statement, costs and indicators to decide with numbers.
CFO as a Service
A fractional chief financial officer for budgeting, forecasting, fundraising and investment decisions.
HR and Payroll
Payroll processing, hiring, termination and labor compliance, with time tracking handled by Kardo by Veltis.
In practice
The month's income statement, with the reason behind each change
Every month, controllership builds the management DRE, the income statement geared to management. Each line shows its margin and its change against the prior month, and the bridge shows what moved EBITDA.
Summary management income statement (DRE)
Illustrative example- Net revenue
- 1.200
- R$ thousand
- +5,3%
- EBITDA margin
- 19,0%
- of revenue
- +2,9 p.p.
- Pre-tax income
- 180
- R$ thousand
- +43
Period: Sep/2026. Figures in R$ thousand. Changes vs. Aug/2026.
| Line | Sep/26 | % of revenue | Chg.Chg. vs. Aug |
|---|---|---|---|
| Net revenue | 1.200 | 100,0% | +60 |
| (-) Cost of goods sold | -684 | 57,0% | -23 |
| Gross profit | 516 | 43,0% | +37 |
| (-) Selling expenses | -120 | 10,0% | +5 |
| (-) Administrative expenses | -168 | 14,0% | +3 |
| EBITDA | 228 | 19,0% | +45 |
| (-) Depreciation and financial result | -48 | 4,0% | -2 |
| Pre-tax income | 180 | 15,0% | +43 |
183
Aug/26
+37
Gross profit
+8
Operating expenses
228
Sep/26
How it works
From diagnosis to ongoing follow-up
- 01
Maturity assessment
Assessment of operations, control, planning and financial governance.
- 02
Implementation and data cleanup
History organized, process redesigned.
- 03
Routine with agreed deadlines
Month-end close on an agreed date and labor obligations on the calendar.
- 04
Strategic layer
Budget, earnings projections and decisions backed by numbers.
- 05
Continuous evolution
Indicators reviewed at each stage of the company's growth.
Who it is for
A starting point for every company size
Getting started
Move off spreadsheets, close the month with confidence and keep payroll on schedule.
Growing
Fractional CFO, a formal budget and structured HR to keep pace with team growth.
Large companies
BPO at scale, multi-unit controllership, HR and Payroll for operations with hundreds of employees.
In the ecosystem
How the Management practice connects to the others
Capital
A fractional chief financial officer prepares the board pack (report for partners and the board), which makes a fundraise or a company buy and sell transaction easier.
Technology
Kardo already handles the team's time tracking, and the financial portals under development at Veltis will help move part of management out of spreadsheets.
Base
What finance posts feeds the accounting records. With both practices working together, the month is closed just once.
Protection
Well-run payroll and well-drafted contracts reduce the risk of labor liabilities.
Frequently asked questions
Questions from anyone evaluating
Do I need to change systems (ERP) to hire Veltis?
Not necessarily. We work with the ERP you already use whenever possible, and we recommend switching only when it solves a real problem.
What is the difference between Financial BPO and CFO as a Service?
Financial BPO handles the day-to-day routine: paying, collecting and reconciling. CFO as a Service, a fractional chief financial officer, handles the strategic analysis: budgeting, indicators and decision-making.
Who has access to my bank account?
We define the access level and approval limits together with you. Veltis never moves money without the client's explicit authorization.
Are HR and Payroll covered under the same management contract?
They can be covered under the same contract or contracted separately, depending on the company's stage. The assessment helps define where to start.
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