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    Virtual CFO

    Virtual CFO suits businesses who require the services of a part time Chief Financial Officer (CFO).

    Our Virtual CFO Fixed Price package is tailored to meet the needs of each individual business.

    Parts of this service can be selected to match your business requirements as and when you need them.

    The Full Service

    Through our Virtual CFO Solution, we effectively become part of your management team as your part time CFO or Financial Controller.

    Virtual CFO suits those business owners who want business and financial advice, financial and KPI monitoring, regular contact and management consulting.

    We will regularly monitor and report to you on the performance of your business and we will provide you with advice and suggestions to make the right business decisions.

    Your package includes:

    • Proactive business advice every month
    • Annual Strategic Planning Meeting
    • Annual Cash Flow Forecast & Profit Plan
    • Peace of mind that all your annual taxation and GST requirements will be taken care of
    • We will complete your:
      • Annual Financial Statements
      • Income Tax Returns
      • Business Activity Statements (BAS)
      • Tax Administration (Tax Assessments and reminders)
    • Annual Tax Planning Review, Annual Business and Personal Needs Analysis
    • Business Performance Health Check
    • Establish and review KPI’s each month as part of monthly Board Meetings
    • Regular Management Reports to assist with managing your tax payments, budget and cash flow
    • Xero Online Accounting Software (if suitable for your business needs)