Precise CFO
We provide strategic financial advice to small business owners
Helping them increase profits, improve cash flow and foster growth.
How do you know whether you need a CFO?
Here are some key differences:
| Accountant | Precise CFO |
| Accounting by nature is rear-ward looking. Focused on compiling transactions and preparing reports on what has already happened. | We are forward-looking, utilising the reports from your accountant or bookkeeper to build a forward-looking strategy, aligned with your goals. |
| Advisory services are an add-on revenue stream to an accountant’s business. Not their primary focus. | Providing strategic advice is the only thing we do. It’s what we specialise in. We don’t provide accounting services. |
| Accountants are primarily focused on tax strategies, financial statement preparation, etc. | We are focused on financial strategy that is aligned with your operations, to increase profits and growth. |
Tired of constantly checking your bank account balances to ensure you have enough for payroll, struggling to pay taxes at year-end?
We can help you manage your cashflow, so you have sustainable cashflow for continued growth and can focus on growing your business.
By partnering with us, we help you develop and implement the right financial strategy for your business goals, which enables you to make better decisions and gain back control of your business and time.
Being a business owner isn’t easy and it’s not always clear who you can turn to who truly understands your business and the challenges you face and can provide you with trusted and sound strategic advice. We can.
Simply put, we are your trusted advisor and partner. Providing strategic insights and clarity into your finances and where your business is heading, helping you make informed decisions and giving you peace of mind.
Hiring a CFO is not about where you are today, it’s about the future. A CFO brings a forward looking perspective and provides strategic insights and custom planning to ensure that you invest into the right areas of your business, assuring the right systems are in place to support growth and that you reach your goals.
CFO services are crucial to the health of your business at every stage of growth. If your business is successful, it’s important to continue prioritising your financial health to keep up the momentum.
You always plan your route before starting a journey. It will cost you 10x more to go back and fix mistakes than it will to set a solid foundation now.
When a business is experiencing strong growth one aspect that can be overlooked is what resources are required and what the strategic plan is to sustain the growth. The last thing you want to do as a business owner is to throw a wrench in your own success because your cashflow and finances aren’t in a place to support and strengthen your growth.
We provide the strategic plan, forecasting and cash flow management to ensure you can continue growing your business and profits.
If you have questions like these, that you can’t quickly and reliably answer, we can help.
Having an accurate and clear picture of where your finances, business strategy and where you are heading is vital to ensuring that you can make those decisions that take your business forward.
We partner with you and provide that clarity so you know exactly what your next move should be.
What Working With Us Looks Like
Step 1: Discovery Meeting/Call
- Determine suitability in working together
- Initial understanding of your business and financials
- Establish key/initial financial focal points
Step 2: Onboarding
- Proposal & scope of work
- Deep dive into business structure
Step 3: Financial deep dive
- Review financials and current financial systems
- Build financial strategy aligned with your goals
Step 4: Implementation of Strategy
- Provide recommendations for business and financial system adjustments
- Begin utilizing KPIs and financial reporting to improve cash flow and increase profitability in line with strategy and goals
Value a CFO Brings
Helps you make better strategic decisions
Feel stuck on a treadmill? Has your business stopped making real progress? Or is your business growing so quickly things are getting out of hand and cash is drying up? Implementing the right financial plan and systems can help you gain your time back, and gain control, giving you the power to make better decisions.
Increases your profits
A great top-line revenue doesn't mean much if you aren't taking anything home at the end of the day. We can help you keep more of what you earn and turn your business into a cash generating machine.
Is a trusted co-pilot
A good CFO is a partner who provides strategic insights and brings a customised financial plan and data-driven insights that supports the owner's vision. A CFO also take the financial burden off the owner, giving them peace of mind which allows them to focus on what matters to them, growing on their business.
About
At Precise CFO, we don’t just offer financial services; we become your business partner and work with you towards crafting your success story. We’re not your typical finance people – Besides assisting with the numbers, we’re dedicated to building genuine relationships with our clients; being the trusted advisor who helps you achieve your goals.
My journey for the last 10+ years, has been a blend of financial planning & analysis (FP&A), budgeting, forecasting, small business banking, and working with department heads and teams to improve financial performance, all undergirded by my passion for small-business.
In working with business owners, I’m a big believer that success is not solely about the numbers; it’s also about understanding and partnering with every owner on what’s important to them, their goals.
Beyond the numbers, you can find me spending time with my wife and son, because life’s about more than just financial statements (and it should be for you too!).
Lucas Polowick
Director
Our Guarantee
When you choose Precise CFO to oversee your business finances, you gain confidence in having a seasoned partner who understands your business’s distinct challenges.
Collaboratively, we’ll pinpoint the precise strategies to lead your business towards new and sustainable growth and increased profitability.
Our flexible month-to-month service provides you with the freedom to exit if you ever feel our performance isn’t contributing positively to your bottom line—ensuring a risk-free partnership.
Testimonials
What My Clients Say?
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Amanda Lee
CEO & Founder Crix
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Adam Cheise
Director at Dynamic
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Adam Cheise
Director at Dynamic