ACCOUNTANTS & ADVISORS

Virtual CFO is our top-level service and suits businesses who want the services of a part time chief financial officer (CFO). This service will seriously challenge your business to move to the next level.

Our Virtual CFO package is tailored to meet the needs of each individual business, but as a price guide this service starts from as little as $500 (plus GST) per month.

This is a top-level service and some of our clients would love to use this service but are not yet able to make the step. Parts of this service can be selected to match your business requirements as and when you need them.

You will be provided with top-shelf financial advice to help you achieve your dreams for your business! We have helped many successful and high profile clients, and we have challenged the way they think about their business. Through our Virtual CFO package, we become part of your strategic advisory team and effectively sit on your board as your part time financial controller.

Virtual CFO suits those business owners who want business and financial advisory assistance, financial and KPI monitoring, regular contact and management consulting. We start with a Strategic Plan and develop an understanding and appreciation of your personal and business goals. Then we prepare a 5-year financial plan to take you there.

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.

• Proactive business advice every month
• Annual strategic planning meeting
• Annual cashflow forecast and profit plan
• Peace of mind that all your annual taxation and GST requirements will be taken care of
• We’ll complete your annual financial statements, income tax returns, business activity statements and 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 meeting
• Regular management reports to assist with managing your tax payments, budget and cashflow
• Regular email updates with advice to keep you informed of relevant tax and business issues. 
• Xero online accounting software – we provide you with full training, you input the basic data, we check it