How do you know whether you need a CFO?

Isn't a CFO the same as an accountant?

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 reporting 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 our main focus. It’s what we specialise in, both financial and tax.
Accountants are primarily focused only on tax preparation, generating financial statements, etc. We take a holistic approach, focused on financial strategy that is aligned with your operations, to increase profits and growth and reduce your tax burden.
Are you constantly worried about cashflow?

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 and set a tax strategy so you have sustainable cashflow for continued growth and can stay focused on growing your business.

Are your finances wasting your most valuable asset, your time?

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. 

Are you stressed, overwhelmed, feeling isolated or confused?

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.

Is your business doing well and you aren't sure whether or not you need a CFO?

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.

Is your business growing rapidly and you need a financial strategy to support growth?

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, finances and tax strategy aren’t in a place to support and strengthen your growth. 

We provide the strategic plan, forecasting, tax strategy, and cash flow management to ensure you can continue growing your business and profits.

Do you struggle for clarity on whether you can afford to hire more staff, invest in an asset, etc?

If you have questions like these, that you can’t quickly and reliably answer, we can help.

Having an accurate and clear picture of your finances, business strategy and tax strategy are 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.

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Our Services

Bookkeeping

Bookkeeping

Our full-service bookkeeping ensures you have visibility into your finances. This includes payroll, sales tax filings and bookkeeping catch-ups.

Tax Strategy & Planning

Tax Strategy & Planning

Proactive tax planning ensures you are able to maximize tax savings and achieve tax efficiency.

Tax Resolution

Tax Resolution

Staying compliant to your tax obligations ensures you can remain focused on building your business. We can help resolve any tax issues you currently have.

Budgeting and Forecasting

Budgeting and Forecasting

Having an idea of where you want to go and where you're headed gives you the ability to make adjustments along the way, to ensure your meet your goals.

Financial Strategy

Financial Strategy

Sound financial strategy is key to maximizing business growth, profitability and staying ahead of your competitors.

Cash Flow Management

Cash Flow Management

Cash flow is the lifeblood of every business and managing it well ensures your business stays healthy and growing.

The Value That Precise 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 and reduce taxes

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.