Packages
Strategic Financial Advisory
Your Outsourced CFO Solution
We understand that strategic financial leadership is crucial for businesses to thrive. Our CFO Advisory services brings financial expertise to small businesses and nonprofits. Offering an effective solution to access high-level financial guidance without the commitment of a full-time CFO.
Key Aspects of Our Services:
Bookkeeping: Accurate and reliable bookkeeping is the foundation of any successful business. We provide tailored bookkeeping services to ensure your financial records are always up-to-date and error-free. From tracking income and expenses to reconciling accounts and preparing detailed reports, we help you gain clear insights into your business’s financial health.
Strategic Financial Planning: We are not just number crunchers; we are strategic partners in your business success. We collaborate with you to develop a comprehensive financial plan aligned with your goals, ensuring a roadmap for sustained growth and profitability.
Tax Strategy and Efficiency: By leveraging expert knowledge of tax regulations and proactive planning, we identify opportunities to minimize your tax liability while staying compliant. Whether it’s through strategic deductions, credits, or entity structuring, our tailored approach ensures your business keeps more of its hard-earned revenue, freeing up resources to reinvest and grow.
Forecasting Excellence: Achieve financial stability and have more certainty of where your business is headed with our budgeting and forecasting expertise. We leverage our experience to provide accurate financial projections, empowering you with the data-driven insights needed for effective decision-making.
Cash Flow Optimisation: A healthy cash flow is the lifeblood of any business. We work tirelessly to optimise your cash flow, ensuring that your business remains financially robust and capable of seizing opportunities as they arise.
Advantages of Choosing Us:
Strategic Financial Guidance: Receive tailored financial guidance and strategic planning for your business’s unique needs. We work closely with you to identify opportunities to optimize cash flow, reduce taxes and maximize profitability.
Data-Driven Insights: We leverage our financial tools and analysis to provide you with actionable data that drives informed decision-making, improving the health of your business. With our guidance, you will also be able to confidently and proactively address challenges and capitalise on growth opportunities.
Focus on Core Business Operations: Free up your leadership team to focus on core business operations. With us managing your financial and tax strategy, you can redirect your energy toward driving sustainable growth in your business.
Packages
Accounting Package
For businesses with revenue of less than $400k
Our full-service accounting and tax preparation package.
What's included:
- Monthly Bookkeeping
- Bi-weekly Payroll
- Tax filing
- Sales Tax Filings
Add-on Services:
- Tax Resolution
- Tax Strategy
- Bookkeeping Catchup
CFO Lite Package
For businesses with revenue more than $500k
An effective option to receive strategic guidance and insights to improve cash flow, long-term growth and increase profits.
What's included:
- Accounting Package
- Annual Budget
- Annual Strategic Plan
- Proactive Tax Strategy
- Quarterly CFO Meeting
- Quarterly Performance Review
- Core Email Support
- FP&A Software Costs
Add-on Services:
- Tax Resolution
- Ad Hoc CFO Projects & Requests
Fractional CFO Package
For businesses with revenue of more than $2M
A full-suite CFO solution with strategic guidance, analysis and insights for informed decision making.
What's included:
- Accounting Package
- Monthly CFO Report & Dashboard
- Monthly Cashflow Management & Forecast
- Proactive Tax Strategy
- Annual Budget
- Unlimited Email Support
- Customised KPIs
Add-on Services:
- Submission for Additional Financing
- Board/Investor Reporting
- Ad Hoc CFO Projects & Requests
Frequently Asked Questions
As CFOs we have a different skill set and offer a different service than bookkeepers and accountants, in simple terms bookkeepers and accounts are rearward looking (compiling transactions, financial statements, etc) whereas a CFO is forward looking, for where your business is headed. We also work with your exisiting bookkeeper and accountant.
Ultimately, we only take on clients who we know we can add value to their business. We determine this from the beginning by taking a look at your financials and from our initial meetings. If we begin working together you will quickly see that the financial rewards you reap from our work will quickly offset the investment of our services and also unlock growth opportunities.
Also, if we take you on as a client and you decide to terminate your services, you are not locked into a contract. Our guarantee is that at anytime, if you feel we are not providing value you can cancel and get a refund of your most recent monthly service payment.
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 prioritizing your financial health to keep up the momentum. It will cost you 10x more to go back and fix mistakes than it will to set a solid foundation now.
You always plan your route before starting a journey. That’s where your CFO comes in.
Typically $500k in revenue is a minimum threshold for outsourced CFO services. The key for smaller businesses is that they’re hungry for financial insights and strategy for growth and have the financial means to engage our services.
We work with companies up to around $20MM in revenue.
Our services go beyond ensuring your books are in order and providing financial statements. We’re committed to partnering with your team to help you understand the “why” and the “how” to empower you to make smarter, data-driven business decisions.
Simply put, a CFO is forward looking and a bookkeeper and accountant are rearward looking. An accountant may be able to provide insights into your financials but it’s not the same as translating those insights into an actionable plan for your business, as a CFO does.
We also customise our advice and strategies based on a deep understanding of you and your specific goals.
Once the contract is signed, we get started right away, pending any documentation and system access we need from you. Or any catch-up or clean-up bookkeeping that may be required. How quickly things move along is also dependant on how engaged you are.
We utilise retainer rather than hourly pricing. This approach ensures work is performed with success in mind, and without either party compelled to manage the clock on a month-in month-out basis. We price based on a company’s individual circumstances.
We assess your needs in our initial discovery call and create a customised quote. Service package with CFO guidance begin at $1,895 per month.
Contrast that with the average CFO salary of $150,000 to $500,000 per year, and you’ll easily save 80 percent or more, by outsourcing your CFO role.
We do not charge a set up fee. But there may be bookkeeping cleanup costs or additional software costs, depending on how your financial systems are set up. The reason for this is that the accuracy of your financials are the foundation for us to provide a meaningful and useful CFO service.
Connect with a CFO Today!
Lead your business forward with a strategic financial partner.