Would you like a CFO but don't have the resources to employ one full time? Employing a virtual CFO allows you to gain the financial expertise from a professional, but on a part-time basis.

When we act as your virtual CFO, we dedicate an agreed number of hours to your business each month, which allows us to perform financial tasks on an as needed basis.

The key tasks we see as necessary with this service include:
1. Strategy overview
2. Business efficiency reviews
3. Budgeting and Financial Forecasting
4. Goal and KPI setting
5. Monthly Board Report packs including providing information on whether the business is achieving its targets
6. Attendance at monthly Board meetings and accountability

We are here to help you succeed at what you do best!

If you don't feel the need to see us on a more regular basis, we can also step in and provide services on a one-off basis, with the intention of helping you improve the performance of your business.

They key services we see every business needing include -
1. Preparation of an annual Business Plan - you wouldn't build a house without a plan yet so many people are in business without this key tool.
2. Budgeting and Cashflow forecasting - this is a process of turning your goals into the numbers, and will allow businesses to address dips in cashflow before it is too late.
3. Regular management reporting and accountability - we can provide you with regular information to help you understand the financial aspects of your business, and to address whether the business is on track to achieving its goals.

We have extensive knowledge on buying and selling businesses, and are happy to walk-the-walk alongside you and guide you through the financial aspect of this due diligence process.

We can also provide you with indicative business valuations/appraisals should you need them, whether it be for a business sale, for a new shareholder coming in, or whether you need to know for relationship property purposes.

We offer a full range of accountancy and tax compliance services to all entities, including property owners, sole traders, partnerships, companies, trusts, limited partnerships, and charitable organisations.

As all business owners know, preparation of the Annual Financial Statements and Income Tax Return is a necessary event and we pride ourselves on making this process as painless as possible.

We can assist you with your GST returns, PAYE and Payroll, and Fringe Benefit Tax obligations also.

A full structural and tax review can be completed on request to ensure you are getting the maximum tax savings available under the current law.