Virtual CFO Services
What is a Virtual CFO?
Virtual CFO is a model of outsourcing the functions of your CFO to a third party provider. Most businesses, from Start Ups to Small Medium Enterprise (SMEs), don't need the additional cost of a full time CFO and are often supported in-house only by a book keeper and/or payroll officer, but reach a point where they need the skills of a CFO in some capacity; this is where we step in as your senior finance business partner and sounding board to take you to the next stage of growth.
Are you yet to share a seat at the table with a CFO?
Maybe you'd like to partner with a virtual CFO to assist you navigate through the complexities of growing your business while having a sounding board for strategic decision making
Is your business going through rapid change?
Maybe you are in need of process and system review & improvements, perhaps a growth phase or cost controlling measures, cash flow issues, raising capital, thinking of an IPO or selling to a listed organisation.
Have you reached the critical point in turnover?
Purhaps you now need to engage external Auditors, and require a robust review of your Governance Framework and reporting?
Our Virtual CFO services
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Governance Framework
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Financial Control Framework
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Risk avoidance Framework
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Financial Reporting Framework including the implementation of local and international Accounting Standards
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Internal Divisional Reporting Framework, including the implementation of Financial Modelling and scenario analysis
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International Tax Framework, including cross border tax minimisation strategies
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Indirect Tax Framework
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Audit engagement Framework, including the engagement of external auditors
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Financial Planning & Analysis (FP&A) Framework, including budget and forecast modelling
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Management Planning and Control Systems, from mission statements to cascading strategic objectives
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ERP Implementations, databases, multiple system integrations & automation utilising interfaces & API technology solutions
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BI Tools for greater transparency
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Business partnering with Operations
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Contracts, bids and tenders
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Pricing structures and strategies
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Dealing with bankers, outsourced tax agents and Financial Advisors
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Managing the Data room for M&A deals
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M&A, due diligence and dealing with M&A Lawyers
How CFO's think...
Chris Pass, CFO John Muir Health
CFOs are challenged with turning the numbers into something meaningful. You need to be able to derive insights and deliver information to the rest of the organization. The integrity, flexibility, and speed of that information enable your management and staff to more effectively manage the business.
Sankar Narayan, Former CFO (now COO) of Xero
As a leader in a company, the modern CFO needs to propel a culture of security. No longer is our job just about revenue, costs and budgets. There is a strong emphasis on managing risk, driving performance and ensuring the integrity and accuracy of company information.
With over 20 years accounting and CFO experience, guided by our founding owner and extensively experienced consultants, there is no situation we haven’t experienced and dealt with in business.
Our senior finance executives can work with you on site or remotely on demand for as many days per month you need to achieve your strategic objectives and remain confident that all compliance issues on accounting and tax matters are met.
We will carefully assess your business requirements and cater a strategic CFO solution at any level to achieve your objectives.
