Our CFO services aim understand what drives your business, and provide the tools you need to grow and protect value into the future.

Growth Advisory

With the right foundations in place, we become your CFO. We use the application data from your bookkeeping service as a foundation to:

  • Develop regular reporting systems measuring the key metrics that matter to the success of your business.

  • Forecast relevant scenarios to provide you useful insights into the future needs and opportunities of your organisation

These tools allow us to sit down with you and discuss ways you can grow your business and achieve what’s important to you. Our monthly packages allow you to decide how much or how little you want to see us.

Virtual CFO

Preparation of historical dashboard highlighting profit and loss, cash position, debtors and creditors, and other agreed KPI’s of the business

Monthly CFO call to discuss the report plus fortnightly catchup calls to review progress

Growth CFO

Preparation of historical dashboard highlighting profit and loss, cash position, debtors and creditors, and other agreed KPI’s of the business

Trend analysis with written commentary and key discussion points

Face to face meeting with CFO to review the report

Fortnightly catch up calls and up to 3 hours of ad hoc queries

Premium CFO

Everything from Grow CFO plus…

3-way forecast model established upon engagement

Budget forecast with monthly accountability reporting

Analysis of performance and recommendations

A minimum of half a day per week on site at your premise for management meetings and ad hoc queries

$1,750 per month

$3,250 per month

$2,500 per month

In addition to the monthly packages, we can provide extra services to assist with unique circumstances. Typically, most of these requirements can be covered under our Corporate Advisory services.