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CFO Services

CFO Services

VCFO reporting & support for the
financial wellbeing of your business.

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Access Financial Know-How For Your Business Growth

Strategy

Plough the way forward with decision support based on your financials.

Financial Controls

Manage the accounts procedure to help ensure reliable EOM reports.

Refine Processes

Review your business and discuss best practice systems to improve performance.

Reporting

Get detailed management reports that provide clear information for stakeholders and decision-makers.

Why use us?

As specialists in the tech industry, we bring both sector expertise and robust professional standards to the opportunties & challenges facing modern businesses.

Our virtual CFO Services help you navigate each stage of your company’s development with a structured approach that help identify and mitigate financial risks throughout your growth journey.

Our team consists of seasoned accounting professionals, helping ensure you get the regular reporting & support at every stage or season.

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Seasoned Financial Expertise
from Seed to Series B stages

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Put your best foot forward with important stakeholders when running your business.

Our virtual CFO services are a key support to the leadership team, shining through additional strategy, analysis and management reports to facilitate better business.

VCFO Advisory Board
Financial Modelling
General Purpose Financial Reporting
Our VCFO advisory services combine outsourced CFO and Controller structured roles, assisting you with monthly standard reporting & strategy.

Includes:

  • Guidance on growth initiatives with review of sales, expenditure, and both short and long-term objectives;
  • Help with analysis of projection assumptions and ongoing cash needs;
  • Review of accounting systems to ensure proper bookkeeping & reporting;
  • Financial Reporting & analysis into the financial KPIs of the business;
  • Budgets to help measure business performance; &
  • Comprehensive period reports including profit & loss statement, cash summary and balance sheets

Delivery:

  • A regular meeting online with a senior accounting professional to discuss performance & outlook
  • Includes up to two hours worth of queries or additional work throughout period.
Financial Models for business planning and illustrating your vision to potential stakeholders.

Includes:

  • Producing or reworking a sophisticated financial model to reflect given assumptions for the company’s performance, business drivers and the marketplace
  • Working through the existing strategic plan with the business owners. Modelling and analysis to project pricing strategies, product/customer profitability & investment outcomes.
  • Developing the potential for ‘What If’ scenarios and sensitivity analysis.
  • Output includes summary financials, cashflow forecasts and key metrics of interest to stakeholders.

Delivery:

  • 1 to 3 workshops conducted in-person or online.
  • Regular turnaround time 2-3 weeks.
  • Includes up to 2 edits.
Financial Reports prepared in line with Accounting Standards to support stakeholder confidence.

Includes:

  • Producing General Purpose Financial Statements (GPFS) in line with the Australian Accounting Standards.
  • Working through the existing accounts with the business owners or finance team. Review & commentary provided regarding the state of accounts to assist with successive reports.
  • Output includes GPFS financials (statement of financial position, performance, cashflows, changes of equity, detailed notes, and comparative information between periods.

Delivery:

  • Review, preparation, and commentary online, including online meetings/calls if required.
  • Regular turnaround time 4-8 weeks depending on responsiveness to our queries.
  • Includes up to 2 edits.
Our VCFO advisory services combine regular outsourced CFO and Controller roles, assisting you with monthly standard reporting & business strategic planning.
Includes:
  • Guidance in strategic planning relating to growth & expansion;
  • Help managing & forecasting cash flow assumptions and needs;
  • Overseeing your accounting systems to ensure proper bookkeeping & reporting;
  • Monitoring & analysis into the financial health & well-being of the business;
  • Budgets and forecasts to help measure business performance; &
  • Financial insight and guidance on company decisions and issues.
Delivery:
  • A regular meeting in-person or online with a finance professional.
  • Includes 2 hours worth of queries or additional work throughout period.
Financial Models prove invaluable in raising capital and onboarding potential business stakeholders.

Includes:

  • Producing or reworking a sophisticated financial model to reflect given assumptions for the company’s performance, business drivers and the marketplace
  • Working through the existing strategic plan with the business owners. Modelling and analysis to project pricing strategies, product/customer profitability & investment outcomes.
  • Developing the potential for ‘What If’ scenarios and sensitivity analysis.
  • Output includes summary financials, cash flow forecasts and key metrics of interest to investors.

Delivery:

  • 1 to 3 workshops conducted in-person or online.
  • Regular turnaround time 2-3 weeks.
  • Includes up to 2 edits.

Virtual CFO services that balance growth
objectives with best practice.

Reach out for an initial discussion to cover the bigger picture for your venture and roadmapping the means to get there.

CONTACT US

Speak to our experts

Other ways to get in touch with us.


Your Privacy

Privacy

We will never share your details with any third-party.

This form collects your name contact number and email address so that we can contact with you and provide a quote for our services. Please check our Privacy policy to see how we protect and manage your submitted data.

HEAD OFFICE

Sydney

Suite 63, 388 George St, Sydney NSW 2000

BY APPOINTMENT

Melbourne

120 Spencer St Melbourne VIC 3000

BY APPOINTMENT

Brisbane

310 Edward St Brisbane QLD 4000

CONTACT US

Speak to our experts

Other ways to get in touch with us.


Your Privacy

Privacy

We will never share your details with any third-party.

This form collects your name contact number and email address so that we can contact with you and provide a quote for our services. Please check our Privacy policy to see how we protect and manage your submitted data.

HEAD OFFICE

Sydney

Suite 63, 388 George St, Sydney NSW 2000

BY APPOINTMENT

Melbourne

120 Spencer St Melbourne VIC 3000

BY APPOINTMENT

Brisbane

310 Edward St Brisbane QLD 4000