Financial Management & CFO Services

We believe in providing personalised, expert business advice to help your business succeed. Call or message us today for a obligation free chat to see how we can support your business.

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Professional CFO Services

We recognise that every business is unique.  Our services are tailored to the needs of your business.  We can help you get control over your numbers and understand what is important for your business to succeed.  We will assist you in tracking and measuring the business success to ensure you can reach your goals.

By outsourcing you are provided access to qualified financial experts, with the expertise to drive your business forward.  By overseeing your internal accounts team (or our bookkeeping team if you are after an end-to-end service!), your team will have access to qualifed senior accountants and finance professionals.

In our experience small to medium businesses have limted access to financial experts they can discuss strategies and issues with. Our virtual CFOs are an ideal way of getting access to this without the cost of a full time internal CFO!

Our services typically include one or a mixture of the following services:

Budgeting & Forecasting

Determine the financial future of your business.

Cash Flow Managment

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.

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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?

Bookkeeper Sydney
Meet Lauren
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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

Do you do work onsite?

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.

How much will it cost?

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.

Which software do you use?

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.

How do I communicate with you?

The team is accessable 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. 

 

Can you do my bookkeeping?

Yes we can! We have bookkeeping team who is able to ensure that your accounts are kept up to date at all times including bank reconcilations, payroll, BAS and IAS lodgements, Accounts Payable and Accounts Receivable. 

 

Can you do my tax return too?

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.

 

At Inline Partners, we believe in providing expert advice and customised service to enable you to focus on what matters in your business.  Send us a message today to find out how we can support your business.

CFO and financial management services