Virtual CFO Bundle
Our Virtual CFO Bundle is a fixed-fee package offering yearly planning and ongoing advisory.
Just like having a CFO down the hall, our Virtual CFO Bundle offers business management advice, including on-call advisory which allows you to pick up the phone whenever you need throughout the year. All for a fixed fee so you don’t have to worry about being ‘on the clock’.
We’ll set up a cash flow budget for the year ahead. Then our management reports and meetings throughout the year will show you what is going on with your business, and how you are performing against your budget. Your dedicated virtual CFO Bundle Advisor will help you understand ‘why’ this is happening. This can help you to make more informed decisions to help drive business growth.
We can help you understand how you are performing against your KPIs, what you should keep doing, what you should change, and other initiatives to help you reach your business goals. We also provide you with a rolling forecast update, looking at profit and loss, cash flow and your balance sheet to predict what the next three months will look like.
All actions that come out of our regular management meetings can be tracked using a dedicated digital application to ensure accountability of implementation.
Our virtual CFO Bundle service also includes tax advice and planning, which can streamline your end of year compliance process. You will know exactly what to expect come tax time, with no surprises. Outsourcing tax compliance allows you to focus on the parts of the business that need your skills and attention most.
With a trusted partner by your side, the future of your business looks more promising with every day. Whether your goals are business or personal, we can help you plan for the future.
What does it cost?
Our comprehensive Virtual CFO Bundle (pictured above) starts from $1,750 per month ex. GST. This includes quarterly management reporting and meetings, and a rolling forecast update. We also offer a basic Virtual CFO Bundle for businesses that only require six-monthly management reporting and meetings, with no rolling forecast update. Please contact us to find out more about this option or other ways we can tailor the Virtual CFO Bundle to suit the needs of your business.
Before your Virtual CFO gets to work
If you haven’t already chatted with us about our Business Building System get in touch. Before we sign you up to our ongoing advisory services, we make sure we get to know your business and get the fundamentals right.
We start with a Business Fundamentals Assessment, a fact-finding mission where we get to know you and your business in detail. We look for what is working right now, and what isn’t.
Then we engage in Strategic Business Planning, including a full assessment of the drivers of risk and value for your business. It’s a thorough process that allows us to help you to identify ways to minimise risk and maximise growth.
Once there is a plan in place, we can address any roadblocks to growth with our Business Fundamentals Service. We’ll recommend methods to create a stable foundation for your business, or small tweaks to optimise an already well-run operation. This could include setting up KPIs for your business, or revisiting your business structure, for example.
And once things are running smoothly, it’s time to look to the year ahead with ongoing support and advice with our outsourced CFO service.
Services you can add to your Virtual CFO Bundle to further enhance your business growth include: