Hire a virtual CFO

  • Strategic expert advice from a CFO without the need to hire one
  • Strategic bolt on to your existing infrastructure and make it more effective
  • CFO-on-call who understands your business
  • Identify issues within your business and opportunities and recommendations to resolve them

Advisory

From $1.5K/month

High level guidance for businesses at any life cycle who want someone to speak to and look over their shoulder

  • All businesses at any life cycle, with any structure
  • Businesses that might be too early to engage in our start-up and scale up programs
  • Businesses that might use dedicated resources in their finance function but need external expertise
  • Owners who appreciate the external and independent views of CFOs working across a portfolio of different start-ups

Benefits 

  • P&L Forecast or review and feedback of your own
  • Quarterly CFO Health Check
  • Compliance Checks
  • Monthly Checkpoints Call
  • Email Access

Start Up Package

From $4K/month

Light touch program for early-stage businesses looking for reporting, budgeting & guidance

  • Owners of growing businesses with a simple business structure.
  • One operational entity, generally speaking.
  • Companies looking to amplify their finance operation but are happy to get on with improving the business themselves.
  • Owners who prefer a DIY approach.
  • Owners of businesses with growth targets, or shareholders.
  • Owners who appreciate the external and independent views of CFOs working across a portfolio of different start-ups.

Benefits 

  • Initial Forecasting & Financial Model Build
  • Annual Reforecast
  • End of Month close
  • Board Reports
  • Compliance Checks
  • Monthly Checkpoints Call
  • Email Access

 

Scale up Package

From $6.5K/month

Comprehensive program for growing businesses with more complex affairs that require frequent guidance

  • Owners of growing businesses with more complex affairs requiring frequent guidance.
  • Two or more operational entities.
  • Companies looking to amplify their finance operation by partnering on multiple projects.
  • Owners of businesses with growth targets, or shareholders.
  • Owners who appreciate the external and independent views of CFOs working across a portfolio of different start-ups.

Benefits 

  • Initial Forecast & Financial Model Build
  • Bi-annual Reforecast
  • End of Month close
  • Board Reports
  • Compliance Checks
  • Consolidated Reporting
  • Decision Support
  • Fortnightly Checkpoints Call
  • Email & Meeting Access

Resources

The Benefits of
Cloud Computing
Structuring For
Your Success
Tax Deductions & Substantiation
Strategic Financial Consultation for Businesses

Book a no-obligation 10-minute consultation

We offer a 10-minute no obligation consultation to existing property investors, first home buyers and small business owners who are looking at property investments, business and asset protection.

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