Financial Management and
CFO Services
We believe that all businesses should have access to numbers that tell a story.
Numbers that will allow you to make good decisions – decisions that are critical to the growth of your business and achievement of your goals.
Professional CFO
Services in Sydney
We recognise that every business is unique. Our services are not a ‘one size fits all’. We tailor our support to meet the specific needs of your business at any point in time, recognising that your needs will change as you grow or your circumstances change. We will bring your numbers to life, ensuring you are measuring and reporting on the right numbers to make good decisions and reach your goals.
Being a family business ourselves, we know the support small businesses need and take great pride in being able to support like-minded businesses with timely, accurate and holistic support that together we will build on as your business grows.
Our services typically include one or a mixture
of the following:
Budgeting & Forecasting
Daily, weekly, fortnightly or monthly to suit your needs.
Cash Flow Management
Keeping on top of your cash flow with up to date forecasting and tracking.
Business Performance Meetings
Track your progress with regular meetings designed to acheive your goals.
Management & Board Reporting
Daily, weekly, fortnightly or monthly reporting tailored to your business.
Develop & Report on KPIs
Stay on top of what matters most in your business with personalised Key Performance Indicators.
Financial Modelling
‘What If’ scenarios and sensitivity analysis to analyse various business outcomes.
Guidance for your Accounts Team
We offer guidance to ensure your internal accounts department is effective.
Boost efficency, operations & processes
We review your current processes and provide efficent solutions which work for you.
What's included in our Free Consultation?
Speak directly with Lauren, our Director and experienced CFO.
Discuss where you are with your business and what you would like to achieve.
Lauren will provide real solutions to help you and your business.
No obligations. Free consult.
FAQs
With the use of cloud based systems, we mostly work virtually. If you do require onsite meetings or assistance please give us a call to discuss.
If you require ongoing services which are reasonably consistent we can tailor a set monthly fee.
If you prefer flexibility, we can also provide an hourly rate.
Please book an initial consult to arrange a custom proposal to suit your business.
For Accounting software, we work mostly with Xero, QuickBooks & MYOB. We utilise various other software systems for management reporting, forecasting, dashboard and KPI management. We have experience in various specific systems for areas of your business such as payroll, lead management, inventory control and online e-commerce.
We recognise that every business is unique and requires a different software stack and can usually work with your platforms.
The team is accessible via phone, email, or chat via Microsoft Teams. For virtual meetings we use Zoom or Microsoft Teams.
For document sharing we use SuiteFiles (a document management service which is hosted on Microsoft SharePoint, for extra security).
If you have your own internal method of communication (eg slack, trello etc) just let us know and we can tailor the communication to suit you.
Yes we can! We have a bookkeeping team who can ensure that your accounts are always kept up to date including bank reconciliations, payroll, BAS, and IAS lodgments, Accounts Payable and Accounts Receivable.
Yes we can! We have a dedicated team who specialise in preparation of year-end workpapers and income tax returns for individuals, companies, trusts, partnerships, and superannuation funds.
