CFO CONSULTING
Sweet, Simple and Powerful Business Solutions
Our CFO Services are designed for you to take advantage of the expertise of an experienced CFO in your business who will play the role of a trusted advisor that:
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Helps you understand the reality of your business performance;
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Provides ideas to improve business profitability;
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Improves financial systems and processes;
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Helps solve current problems your business is facing;
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Helping you plan and navigate the future;
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Can assist with general commercial advice relating to the issues your business is facing
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Ensure you understand and meet your compliance obligations.
Reporting Pack (Monthly/Quarterly)
We spend time with all new clients, conducting a full systems review, including evaluating usage of the general ledger and any other systems to ensure efficiency of processes.
A report detailing recommendations for improvement is provided as the basis
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Finance Meetings
A key pillar of solid financial management is to review the results of the business.
We develop a clear agenda that allows us to review performance and deal with other business matters that need to be discussed.
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BAS Preparation and other Statutory Compliance
As a registered BAS Agent, we prepare and lodge BAS statements.
We also provide other compliance services.
Reporting Pack (Monthly/Quarterly)
We prepare custom reporting packs for each business, including comparing results against budgets, and previous reporting periods.
We will also report on other important areas of your business considered important to track. This varies for each business, with a key focus on providing meaningful information that will help explain the past and shape the future.
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Budget and Forecasting
An important function of any business is to plan ahead.
We work with you to prepare a budget/forecast for your business.
This is generally done after gaining a good understanding of your business.
We then ensure you measure your actual results against the budget.
Month End Accounting Entries
We record monthly accounting entries to ensure correct financial management reporting.
This is also done to ensure that your profit and loss statement and balance sheet make sense.
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Cashflow Management
We can provide active cashflow management.
We will prepare a cashflow forecast and review it regularly to ensure things are tracking smoothly or to help foresee difficult times ahead.
As all business owners are aware, it is important to manage the cash flow of a business.