Virtual CFO Sydney

changing the way people think about accounting

Whether your business is in central Sydney, Sydney's Surrounding Areas or regional NSW, we can provide an outsourced service to meet your needs.
Remote Areas Are No Problem For Our Virtual CFOs.

We know from experience that business owners get much greater value working with our expert Virtual CFOs rather than utilising a full-time, on-staff CFO.

What's CFO/ Virtual CFO?

The Chief Financial Officer (CFO) has responsibility for all the functions in the finance and treasury areas of an organisation. In many organisations, they also have responsibility for related functions such as procurement, information technology and risk management.

In addition, they will be expected to add value by having a key role in:

  • Developing business models and strategies and giving significant input into their implementation.
  • Setting the parameters of the annual planning process and ensuring its satisfactory completion.
  • Identifying improvement opportunities and managing their implementation, especially in business processes.
  • Performing more complex financial analysis and providing valuable insights to optimise and improve your performance.
  • Being a key confidant of the CEO or Business Owner.
  • Managing your businesses financial operations and overseeing the accountant and bookkeeper’s work to make sure it provides the vest value. 

While the CFO has responsibility for ensuring all statutory and compliance issues are completed to the required level, a true CFO’s main focus is to be the key associate of the owner or CEO in delivering a financial strategy looking several years ahead.


Our Benefits to you

A quick summary of the benefits to you, why we are different to traditional accounting firms and hiring your CFO/Accounting staff in house:

Raise:
  1. You have access to experienced financial experts that are working across many industries and can see trends and apply learnings from other business types to your business to your advantage.
  2. Support with navigating complex issues: Have expert help with pricing, costing, margins, targets, interpreting management accounts and providing you with useful reports that you and your staff can easily understand.
  3. Nothing is outsourced to overseas companies, all work is completed in Australia.
Eliminate:
  1. We offer a Five Star Service at a Three Star Price. We do this by having low overheads and also by only giving you exactly what you want/need. We aren’t sitting in your lunchroom shooting the breeze, reading the newspaper as we have no downtime where we aren’t working on your business.
  2. You don’t have to employ a full-time or part-time CFO to do the same job, freeing you from the responsibilities and on- costs of employment.
  3. We offer fixed price services that come with unlimited questions, so you are not getting billed by the hour and so will have no hesitation in calling us for assistance. 
Create:
  1. We create seamless systems where documents can be shared, collaborated on and stored online. Final accounts and recommendations can be presented, just as if you were sitting together face to face. 
  2. You pay a fixed price for accessing multiple functions of CFO, Accountant, analyst, tax specialist and bookkeeper. 
  3. Your time is more flexible, meetings can be online and at times that suit your busy schedule. 
Reduce:
  1. Most of the Virtual CFO’s time input will take place at their home office or online. You won’t be required to provide office space or equipment to accommodate their needs, and they spend little or no time in traffic or travelling. Therefore we work more efficiently and cost you less.
  2. We reduce the disruptions from the turnover of financial staff as we would build a long-term successful relationship with you and your team.
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Our Virtual CFO Service Provides You With An Experienced Team At An Affordable Fixed Cost!

Our Virtual CFO service may be a perfect fit for you if:

  1. you’ are growing service and product based business that now needs professional financial advice but cannot yet afford a full – time CFO or controller
  2.  you’ are an existing business that’s looking to replace an existing CFO and don’t need an on-site CFO on a daily basis.
We offer three different service levels, each with additional a-la-carte services that can be added on, so you only pay for exactly what you want and need. 
 

Level 1: Virtual CFO (Strategic Service)

Our Virtual CFO service partners you up with a remote team of Accountants, CPA, and a Tax Partner who work with you to help guide your business to success. There is a lot of redundancy so nothing ever stops ( even when someone is sick or takes a vacation).

You’ll have one distinct point of contact, a project manager of sorts, which will enhance efficiencies such as time, money, and management. If you are a growing service – based business that now needs professional financial advise, but cannot afford a full-time CFO or Controller, our virtual CFO services are a perfect fit.

How much does a full-service Virtual CFO cost?

The cost of hiring a full-time CFO can range from $150,000 to $300,000 per year plus vacations, bonuses and other benefits. Our virtual CFO services provide you with the experienced strategic support you need, at an affordable fixed cost. Our average Virtual CFO package costs $1,500 per week (less than $80,000 per year). For a breakdown of our Virtual CFO pricing options, visit our packages page.

What do Virtual CFO services include?
Service includes: Weekly meetings, forecasting, company- wide KPIs, setting up Bank relationships and much more.

Level 2: Controller (Proactive Service)

Our proactive controller service partners you up with an experienced controller who works with you to help guide your business to success. If you’re growing service- based business that now needs professional financial advise, but cannot afford a full- time controller, our controller services are a perfect fit. Our controller services provide you with an experienced support for tax returns, strategic planning, accounts payable and receivable, and detailed forecasting —all at the fraction of the cost of a full-time controller. We get into more strategic cash flow management and dynamic forecasting. 

If you’re ready to scale, this kind of dynamic forecasting is a critical component of your future growth. 
 

Level 3: transactional (Reactive Service)

Our Transactional service provides you with traditional accounting services such as preparing your monthly financial statements –including balance sheets, industry financial comparisons, and more. This service gives you the basics of what you need to efficiently run your business and sets the foundation for growth as these services are provided with a greater goal in mind and are the building blocks for producing the valuable data you need to be able to further down the track enables you to analyse your data to found our what levers to pull and wheels to turn in order to optimise your business performance, growth, and profits. We lay a solid foundation to help your business accelerate.

For a breakdown of our Virtual CFO pricing options, visit our packages page.

Tax & Business Accounting Services

Your end of year tax returns & financials are an undervalued part of your tax year. We make sure our clients financials are completed correctly and on time, and we are able to do this because of the focus we have over the year on “the  books”. Our team of qualified accountants are focused on giving peace of mind. Within our business we offer a wide range of interrelated accounting and taxation services and so with our end to end services you will never worry about things falling through the cracks between your accountant and your bookkeeper. 

In addition, we offer the following a-la-carte services:

 

  • Paying Bills (Accounts Payable)
  • Invoicing Clients (Accounts Receivable)
  • Payroll Management
  • Cash Flow Management
  • Credit Card Receipt Tracking
  • Business and Personal Tax Returns

What are the differences of responsibilities of a Virtual CFO, Accountant and a Bookkeeper?

Here is how we typically work with growing companies:

 

Our results Do the talking

After working with one of our clients for 1 year their profits increased 25 fold !!  

This fantastic increase in profitability was achieved with no extra dollars spent on marketing.

Give us a call and we can work out how to assist you build your business and the lifestyle that you want.

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