Financial Health Check

Virtual Chief Finance Officer (CFO) Services

• Finance System Optimisation

• Financial Strategy, Planning & Modelling

• Other Project Based Services



Small-to-medium enterprise (SMEs)

Government bodies and authorities

Not-for profit organisations


A comprehensive financial health check of your business with recommendations for easy and low cost ways to improve the profitability and efficiency of your operations. This includes:

  • Finance system optimisation check – review of how you are using your finance system, maximising the capabilities of the finance system, review of financial reports available and how to use them

  • Profitability analysis – gross profit, gross margin, other key indicators, expense analysis, vs prior year periods

  • Balance sheet analysis – working capital, debt ratio analysis, other key indicators vs prior year periods

  • Cashflow analysis – including look at ways to improve your cash flow

  • Risk factors for your business and ways to mitigate them

  • Recommendations Report – how you can improve the profitability and efficiency of your business


VIRTUAL Chief Finance Officer (CFO) SERVICES

Contract CFO

Acting CFO

Virtual CFO

Pay as You Go CFO

Financial Management Coach to the CEO

Chief Financial Officers (CFOs) do a lot more than just crunch numbers; A CFO acts as a right hand and sounding board to achieve your goals and objectives. A CFO is a pivotal part of an organisation’s leadership, providing the right information to make crucial financial decisions and leading the execution of those decisions. We can provide a tailored solution to you giving you access to an experienced and qualified CFO at a fraction of the cost of hiring one. We can create a fit for purpose role that suits your business’s individual needs for financial strategy, planning and management.

We also offer financial management coaching sessions to CEOs. This is particularly helpful to new CEOs who need to wrap their heads around the financials of the business to help make and execute good decisions.

Offering fixed term, ongoing or pay as you go services allowing you the flexibility of choice to meet the demands of your business.


Want to chat more about our virtual CFO services? Book a free of charge 30 minute consultation now.



Finance system analysis & performance improvement

Finance system upgrades

Experienced in MYOB, QuickBooks Online and Xero

Streamline inventory and project management

Are you getting the most out of your finance system? Is your business project based or does it track inventory? Do you access live financial reports? You may have an external accountant and bookkeeper who keeps your accounts up to date. But did you know your finance system provides a wealth of readily available information for you to make the best business decisions quickly? Contact us today for a health check of your finance system and see what tweaks can be made to get the most out of your most important data source – your numbers.


Would like to know more about these services? Book a free of charge 30 minute consultation now. 



Financial Forecasts & Cash Flow Planning

Business model analysis

Aligning of strategy to financial reporting

Financial viability and sustainability modelling

You may be a start-up testing your product and services and need an experienced person to do the numbers for you to assess viability and sustainability. Your business could be established but needs some expert help in forward planning to ensure continued or improved financial success.

Or you could have a profitable business but have trouble converting that into cash flow. Highly skilled in strategic planning combined with accounting, we align your goals and convert that into a highly visible and simple to follow financial strategy. After all, if you’re not making money, a profit, then it won’t be long before you’re out of business.

Would like to know more about how we can help you achieve success? Book a free of charge 30 minute consultation now. 



Financial Management Compliance (Vic Gov Sector)

Victorian Public Sector compliance activities

Create, review and update policies and procedures

Management and External Reporting

Annual Reports & Financial Statements

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