VIRTUAL CFO
fixed investment
Includes:
- Regular PROACTIVE advice and reporting
- Annual Strategic Planning Meeting
- Annual Cash Flow Forecast & Profit Plan
- Business Performance Health Check
- Accounting Fees paid monthly
- An accounting system that is SIMPLE to operate – Xero
- GST is taken care of
- Timely preparation of year-end Financial Statements and Tax Returns
- Enhanced Tax Planning
- Establish and Review KPI’s
You will be provided with top-shelf financial advice to help you achieve your dreams for your business! We have helped many high net wealth and many high profile clients and we have challenged the way our clients think about their business. Through our Virtual CFO package, we become part of your strategic team and effectively sit on your board as your part time financial controller.
Virtual CFO suits those business owners who want business and financial planning advice, financial and KPI monitoring, regular contact and management consulting. We start with a Strategic Plan and develop an understanding and appreciation of your personal and business goals. Then we prepare a 5 year financial plan to take you there.
We will regularly monitor and report to you on the performance of your business and we will provide you with advice and suggestions to make the right business decisions.
How it works
We provide you with a free Business review valued at $2,000. The review inlcudes recommendations and an implementation plan for the services you need.
Once you have decided and confirmed the services required we implement the agreed plan.