Every service included in our package is directed at growing the profits and asset value of your business.
Your business is an ecosystem of processes, people and systems. The challenge is to get all the parts working so your business can grow without it consuming your life. Our approach is designed to guide your business activities towards having the greatest possible impact on your own financial future.
Whether you are trying to solve a specific problem or create a long term plan, we start by looking at where you are now… how you got there… what you missed… where you want to get to… and what the next steps should be.
We immerse ourselves in your business to execute best practice across finance, processes, strategy, governance and risk in all the key areas of business. We use your VISION for your business to identify clear objectives and measurable goals that we can hold you accountable to every month and, that way, keep you on track for growth.
We make your business work for YOU, by:
- Defining exactly what success means to you
- Documenting that vision in a strategic plan
- Identifying specific goals and targets
- Controlling cash-flow and budgets
- Increasing profit margins
- Leveraging digital technology to create efficiencies
- Finding ways to be more competitive
- Minimising risks of audits and leakage
- Building resistance to disruptions
- Identifying and capitalising on your brand assets
- Increasing the value of your business for potential sale or investors
- Increasing owners’ income, tax effectively for personal wealth planning
Most importantly – keeping you accountable to your vision by tracking performance against targets and goals.
Choose Finance Team, Advisory vCFO... or both!
Your Finance Team
Bookkeeping and financial controls are at the core of this service model. All of the finance processes within your business are documented and systemised - so we all know what needs to be done, by when and by who.
We prepare your Statutory Obligations Calendar, so you are on top of exactly what your lodgement and statutory obligations are, including an estimate of Government payables each month.
We setup your Fortnightly Finance Meeting to discuss all financial and accounting matters including, but not limited to:
- Up to 2-month cashflow forecast, limited only by the visibility in your business;
- Monthly reports;
- Activity statements;
- App and POS integrations: reviews and recommendations;
- Confirm all statutory and regular payments upcoming;
- Outstanding creditor/supplier payments for you to review and approve - we upload into your bank;
- Payroll, if necessary; and
- Any outstanding queries we have in relation to the finance function.
Your Fortnightly Finance Meeting ensures a process that allows you to focus on other areas of your business.
Our clients find that this structured process affords them the freedom to say no to the urgent, and focus on the important.
From $2,000/month plus GST
Advisory vCFO and Governance
We commence with our 90 day on-boarding process. A thorough immersion process progresses to fully documenting your strategic plan, budgets and forecasts, organisational charting, business structuring review, information systems review, and development of your management reporting framework.
We start by identifying your weak points and blind spots. By uncovering what you don't know about your business we devise a road map to scale your business in line with your vision. Business advisory and accountability is delivered through monthly management reporting, benchmarking and performance analysis, Board meetings, agendas, minutes and action plans. Over a 12 month period, we guide your business towards its greater potential.
We work with your management team and staff, where required, to assist and educate them to ensure deadlines, timetables and business processes are implemented and followed.
Included is all statutory reporting, income tax returns, fringe benefits reporting and activity statement preparation and lodgement, and management of the entity groups' ASIC affairs and company secretarial functions.
As a partner in your business this ongoing annual service package includes unlimited phone, video and email support from our team and access to all of our resources and knowledge updates relevant to your industry.
From $2,000/ month plus GST