Virtual CFO

What is a Virtual CFO?

A Virtual CFO provides you with ongoing access to expert common-sense financial advice. You get an experienced advisor on your team — without the considerable expense of having a full time CFO.

My role as Virtual CFO is two-fold

Firstly, to help you better understand your business’s financial position, and secondly, to give you a sounding board — someone who’s forward thinking, who has your best interests at heart, with whom you can discuss complex business decisions so you can move your business forward.

With this added knowledge and input, you will be in a much stronger position to set achievable goals for your business, to increase profits and sustainability, long-term. Ultimately the financial mentoring available from a Virtual CFO will help drive the future success of you and your business.

Key Outcomes Include

  • Better profits & cash flow
  • Improved growth potential
  • Better systems & processes
  • A more highly valued, more saleable business.

Methods

  • Refine the vision & set some goals
  • Management liaison & decision support
  • Provide expertise & information
  • Compare and contrast
  • Imaginative & creative ideas
  • Encourage clients to think outside the square and perhaps most importantly…
  • Take small steps…often!

Services

  • Management Liaison & Decision Support
  • Budgeting & Cash flow Projections
  • Performance Monitoring & Analysis
  • Board &/or Management Meetings
  • Forward Planning ( ie business & strategic)
  • Accounting & Taxation Advice
  • Bank Reporting / Solvency Monitoring
  • ​Cloud Business Applications

Industry Exposure

  • Building Services & Contractors
  • Construction – Residential & Commercial
  • Property Development
  • Trade Services – Plumbing, Electrical, Carpentry, Landscaping
  • Subcontractors – Concrete, Gyprock & Cornice
  • Fibrous Plaster Manufacturing
  • Agribusiness / Farming
  • Bee Keeping / Apiary / Honey
  • Broad acre Grain Farming
  • Livestock & Wool Production
  • Wine Making / Vineyards
  • High Net Worth Individuals & Families
  • Investment Entities – Shares and Property
  • Executor Service and Support
  • IT Consultancy Services
  • Advertising Agency
  • Café / Restaurant
  • Financial Planning & Advisory
  • Gym Franchises
  • Heavy Engineering and Maintenance
  • Hospitality/Gaming
  • Jewellery Manufacture & Wholesale
  • National Agency Sales, import and distribution
  • Not for Profits / Childcare / OSHC
  • Professionals and Professional practice
  • Real Estate Agents
  • Sports Store & Leisurewear Retail
  • Travel Agency & Tourism
  • Transport
  • Tyre Repair Centre
  • Vehicle Manufacturing