Solutions & Packages
Strategic Financial Advisory
Your Outsourced CFO Solution
We understand that strategic financial leadership is crucial for businesses to thrive. Our CFO Advisory services brings financial expertise to small businesses up $20M in annual revenue. Offering a cost-effective solution to access high-level financial guidance without the commitment of a full-time CFO.
Key Aspects of Our CFO Advisory Services:
Cash Flow Optimisation: A healthy cash flow is the lifeblood of any business. We work tirelessly to optimise your cash flow, ensuring that your business remains financially robust and capable of seizing opportunities as they arise.
Strategic Financial Planning: We are not just number crunchers; we are strategic partners in your business success. We collaborate with you to develop a comprehensive financial plan aligned with your goals, ensuring a roadmap for sustained growth and profitability.
Forecasting Excellence: Achieve financial stability and have more certainty of where your business is headed with our budgeting and forecasting expertise. We leverage our experience to provide accurate financial projections, empowering you with the data-driven insights needed for effective decision-making.
Risk Management and Mitigation: Business landscapes are dynamic, and risks are inevitable. We assess and help you mitigate risks, implementing strategies to safeguard your business’ financial health and enhance resilience in the face of economic uncertainty.
Advantages of Choosing Us:
Strategic Financial Guidance: Receive personalised financial guidance and strategic planning tailored to your business’s unique needs. We work closely with you to identify opportunities for growth, optimise cash flow, and to maximise profitability.
Data-Driven Insights: We leverage our financial tools and analysis to provide you with actionable data that drives informed decision-making, improving the health of your business. With our guidance, you will also be able to confidently and proactively address challenges and capitalise on growth opportunities.
Cost-Effective Expertise: Access high-level financial expertise without the overhead of a full-time CFO. Our flat-rate, monthly CFO Advisory service provides a cost-effective solution tailored to your business’ specific needs.
Banking Relationship Support: Partner with our team and let us become the point contact for your banking relationship, freeing up your time and ensuring compliance to your banks reporting requirements, while you still retain decision making on your banking and financing needs.
Focus on Core Business Operations: Free up your leadership team to focus on core business operations. With us managing your financial strategy and banking relationships, you can redirect your energy toward driving sustainable growth in your business.
Core CFO Solution
Tailored to businesses seeking expertise and strategic guidance for improved cash flow, long-term growth and increased profitability.
What's Included:
- Annual Budget
- All Software Costs
- Monthly CFO Meeting
- Ongoing Strategic Support
- Bank Covenant Monitoring
- Monthly Cashflow Forecasts
- Monthly CFO Report & Dashboard
- Plus more!
Starting at
$1,995 per month
Add-on Services:
- Submission for Additional Financing
- Banking Relationship Management
- Banking 'Annual Review' Support
- Board/Investor Reporting
- Other Ad Hoc Requests
A Sample Of Businesses We Work With:
Frequently Asked Questions
As CFOs we have a different skill set and offer a different service than bookkeepers and accountants, in simple terms bookkeepers and accounts are rearward looking (compiling transactions, financial statements, etc) whereas a CFO is forward looking, for where your business is headed. We also work with your exisiting bookkeeper and accountant.
Ultimately, we only take on clients who we know we can add value to their business. We determine this from the beginning by taking a look at your financials and from our initial meetings. If we begin working together you will quickly see that the financial rewards you reap from our work will quickly offset the investment of our services and also unlock growth opportunities.
Also, if we take you on as a client and you decide to terminate your services, you are not locked into a contract. Our guarantee is that at anytime, if you feel we are not providing value you can cancel and get a refund of your most recent monthly service payment.
Hiring a CFO is not about where you are today, it’s about the future. A CFO brings a forward looking perspective and provides strategic insights and custom planning to ensure that you invest into the right areas of your business, assuring the right systems are in place to support growth and that you reach your goals.
CFO services are crucial to the health of your business at every stage of growth. If your business is successful, it’s important to continue prioritizing your financial health to keep up the momentum. It will cost you 10x more to go back and fix mistakes than it will to set a solid foundation now.
You always plan your route before starting a journey. That’s where your CFO comes in.
Typically $1.5M in revenue is a minimum threshold for outsourced CFO services. The key for smaller businesses is that they’re hungry for financial insights and strategy for growth and have the financial means to engage our services.
We work with companies up to around $20MM in revenue.
Our services go beyond ensuring your books are in order and providing financial statements. We’re committed to partnering with your team to help you understand the “why” and the “how” to empower you to make smarter, data-driven business decisions.
Simply put, a CFO is forward looking and a bookkeeper and accountant are rearward looking. An accountant may be able to provide insights into your financials but it’s not the same as translating those insights into an actionable plan for your business, as a CFO does.
We also customise our advice and strategies based on a deep understanding of you and your specific goals.
Once the contract is signed, we get started right away, pending any documentation and system access we need from you. Or any catch-up or clean-up bookkeeping that may be required. How quickly things move along is also dependant on how engaged you are.
We utilise retainer rather than hourly pricing. This approach ensures work is performed with success in mind, and without either party compelled to manage the clock on a month-in month-out basis. We price based on a company’s individual circumstances.
We assess your needs in our initial discovery call and create a customised quote. Service packages begin at $1,995 per month.
Contrast that with the average CFO salary of $150,000 to $500,000 per year, and you’ll easily save 80 percent or more, by outsourcing your CFO role.
We do not charge a set up fee. But there may be bookkeeping cleanup costs or additional software costs, depending on how your financial systems are set up. The reason for this is that the accuracy of your financials are the foundation for us to provide a meaningful and useful CFO service.
Connect with a CFO Today!
Lead your business forward with a strategic financial partner.