Virtual CFO Services

Our Virtual CFO service is designed for businesses seeking the expertise of a part-time chief financial officer (CFO) to enhance their business performance monitoring. This top-level service will significantly challenge your business to reach new heights.  

The Virtual CFO package is customized to cater to the unique needs of each business; as a price guide, this financial advisory service starts from just $500 (plus GST) per month.  

While many of our clients are eager to utilize this premier service, some may not yet be ready to take the leap. Fortunately, various components of this service can be selected to align with your business requirements as needed.

You will receive top-shelf financial advisory services to help you achieve your business dreams! We have assisted many successful and high-profile clients, challenging the way they think about their business. Through our Virtual CFO package, we become an integral part of your strategic advisory team, effectively acting as your part-time financial controller and sitting on your board.

Our Virtual CFO service is ideal for business owners seeking business performance monitoring, financial and KPI assistance, regular contact, and management consulting. We begin with a Strategic Plan to develop a deep understanding of your personal and business goals, followed by the preparation of a comprehensive 5-year financial plan to guide you towards success.

We will consistently monitor and report on your business performance, providing you with insightful advice and suggestions to help you make informed business decisions.

Receive proactive business advice every month to enhance your business performance monitoring. Participate in an annual strategic planning meeting and benefit from an annual cashflow forecast and profit plan. Enjoy peace of mind knowing that all your annual taxation and GST requirements will be efficiently managed. We’ll handle your annual financial statements, income tax returns, business activity statements, and tax administration, including tax assessments and reminders. Our comprehensive financial advisory includes an annual tax planning review and a thorough analysis of your business and personal needs. We also conduct a business performance health check and establish key performance indicators (KPIs) each month as part of your monthly board meeting. Expect regular management reports to assist you in managing your tax payments, budget, and cashflow effectively. Stay informed with regular email updates that provide valuable advice on relevant tax and business issues. Additionally, we offer training on Xero online accounting software, allowing you to input basic data while we check and support your financial strategy as your Virtual CFO.