The CFO Desk is an on-call, personalised service for any business large or small to access the services of a qualified business strategy expert.

Business Health Check

Our CFO service will perform an independent review of the way your business works. Then, with a clear understanding of your strengths and weaknesses, we can work with you to implement workable solutions to help your business reduce costs, improve financial performance and fix common business problems and bottlenecks.

Sit down with one of our business strategists to complete your business performance evaluation and prepare for a growth driven strategic partnership.

Strategic Partnership

Following your business health check it’s time to develop personalised plans of action to change weaknesses into strengths and take your strengths to their full potential.

Your Virtual CFO is always just a call, text or email away and available for face to face meetings with great advice and practical expertise. You can choose the level of partnership and service that you need.

Whether you are a novice at business or a seasoned professional, we have a Virtual CFO and Business Strategy package that’s right for you.

CFO and Business Strategy Partnership Packages.

Business Basics

  • Get started with an initial Business Health Check
  • Follow up with a strategic plan to improve sales, cost of goods sold and overheads.
  • Move on to strategic actions to improve invoicing and collection, management of inventory and purchasing power.
  • Get a grip on pricing and protecting your profit margins in challenging business conditions or maximize the boom times.
  • Secure your future by implementing an easy budgeting process with a focus on improving cash flow.
  • Meet every 6 months to review, re-focus and discuss financial performance

Business Freedom

  • If your basics are great, it’s time to drive growth and focus on long term business and personal goals.
  • Embrace cost and time saving measures by introducing the automation of Invoicing and Payables as well as cloud technology strategies
  • Focus your business and motivate your employees with monthly KPI reporting
  • Keep your cash-flow on track with quarterly cash flow, management and budget reports
  • Learn about outsourcing options to improve competitiveness, free your time and reduce stress
  • Meet every quarter to review, re-focus and discuss financial performance

Advanced Business

  • Take advantage of a full-service virtual CFO with corporate experience
  • Weekly/Monthly KPI reports
  • Weekly cash flow forecasts
  • 1 hour monthly meeting to review financial and management reports and employee KPI performance
  • Quarterly budgeting and forecasting
  • Board Reports – financial performance, cash flow, budgeting and strategic planning
  • Attendance at board meetings and corporate secretarial solutions
  • Annual – risk review, annual report, strategy session, business plan and structure review, employee remuneration review and strategy.

Focused Individual CFO and Strategy Services.

CFO Reporting

For the confident business owner simply looking for great information on business performance

Monthly management report, quarterly budgeting & forecasting, cashflow forecasting and board report and annual financial report and risk review.

Organisational Restructure

Sometimes your team structure becomes tired and inefficient.

Change course with a comprehensive review of your organisational structure with a view to improving, motivating and driving productivity within your team.

Corporate Restructure

Not sure if your legal structure is working for your business?

Our Virtual CFO can review your business and make recommendations on improved legal structures as well as a strategic plan on implementing structural change.

Employee Remuneration

Keep your team motivated with effective employee remuneration packages designed to drive productivity while rewarding exceptional outcomes.

Outsourcing Strategies

Take advantage of outsourcing efficiencies after undertaking an analysis of current in-house processes.

Cloud Financials

Find out how to get your financial information and cash flow position on the go 24/7 with easy cloud based financial products for your smartphone or tablet.

Business Valuations

Our CFO can help you know what your business is worth and help you make decisions on accepting or rejecting offers to buy what you have worked hard to achieve.

Buying or Investing in a Business

Looking to Buy or Invest in a Business?

Our CFO and business team will make sure you have the right information to make a qualified decision to buy or invest with confidence.

Legal and Financial Services

Get access to our preferred legal and financial planning services.

Our main services.

Tax Compliance and Strategy

Complying with tax regulations are part and parcel of running any business but can easily become a time consuming headache for business owners and managers.

Payroll and HR

At all times you are informed, have oversight of all payments and processes and may make changes as required though face to face or virtual meetings.

Management Accounting

We are ready to work with you to analyse your business performance and develop strategic methods to make great profitable changes.