Save up to
70% on cost
Align your numbers with your goals.
Depending on your company goals, a CFO service may be your next step.
For further analysis, our team can assist with forecasting, elevating your financial
strategy, budgeting, cash-flow strategy or capital structure.
Preparation of Financial Statements
Budgeting and Forecasting
Due Diligence (comprehensive)
KPI + Trend Analysis
More control, more productivity.
With an increased awareness of your numbers, you can make better decisions faster.
Huge cost savings
- Save up to 70% in costs without reducing quality.
- Eliminate time and cost to hire. No recruitment costs or staff training costs.
- Greater workflow efficiency
Scale with highly skilled staff
- Our CFOs are CA, CPA, ACCA + CIMA qualified.
- Flex your team up and down to deal with peak periods.
- All manner of experts under one roof – say ‘hello’ to your new brains trust.
Get your ‘think’ back
- Move from working in the business to working on the business.
- Put your energy + resources into growth.
- Benefit from insights of targeted analysis
Some common questions answered.
Your virtual CFO can help with ongoing requirements or on a project basis, e.g., supporting due diligence during an acquisition.
Typical services include:
- providing you with timely, accurate, and insightful financial and operational information about your business
- creating and updating your strategic plans
- can help you assess your organizational efficiency and financial health
- putting together a financial package to help you get the financing you need
- providing meaningful insights for your shareholders
- getting the right information to the right people on time
What’s the total cost of not having a virtual CFO? For many businesses it costs a lot more in missed opportunities, spotting hurdles early, advising on financial models that take your business to the next level.
Many customers will only use the Virtual CFO when its needed. That could be at certain times of the year, or for special events like capital raising, mergers, acquisitions, exits, and so on.
Yes. We work with many start-ups. You will need help to get your processes in place, manage cashflows (super important if you are running a tight ship) and show excellent financial management for your next round of capital raising or loan applications. The short-term pressures are so intense that most founding teams often forget other issues such as compliance, taxes, paying the bills, etc.
We are partners of cloud-based accounting platforms, such as Xero. We use MYOB, QuickBooks, Procom, SAP, SAP Business One, SAP ERP, UCan2, Reach Accounting, XERO, FreshBooks, Tully, Attaché, Sybiz, MYOB EXO (formerly Exonet), BankLink and any other off-the-shelf software. For reporting, we primarily use Spotlight & FathomHQ. However, we are flexible to work with client preferred software.
We also make use of cloud-based tools such as Dropbox, Box, FileHub, Shoeboxed, Vend, and Calxa.
Our employees are proud members of: SMSF Professionals’ Association of Australia (SPAA), The Institute of Chartered Accountants in Australia, CPA Australia, The Institute of Public Accountants (IPA), Chartered Institute of Management Accountants (CIMA), Association of Chartered Certified Accountants (ACCA), The Institute of Chartered Accountants of Sri Lanka and The Association of Accounting Technicians of Sri Lanka (AAT).
You have complete control over your data. You choose the platform and software that most closely matches your business needs. You retain this control throughout your engagement with us.