Virtual CFO

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Want the experience of an experience financial professional working as a CFO for your business but cannot find the means to hire one? At a fraction of the cost, you can have access to this that will handle all the duties of a traditional CFO who works remotely on a part time basis for your business. Using cloud technology, the CFO will work on your business to assess the financial health of your business and provide strategic decisions and strategies. CFO’s create budgets and forecast to plan for the next 12 months and beyond. They can identify trends to see if your business can make improvements and changes.

Virtual CFO Packages

Virtual CFO Starter      $1500 per month (inc gst + month to month term)

  • 3 way 12 month budgeting
  • Monthly management report (actual performance against budget + balance sheet + cash + trend visuals)
  • Written analysis of performance
  • 3.5 hours extra service time per month
  • Monthly P&L, accounts payable and receivable
  • Monthly review of performance
  • Monthly reporting pack incl. forward cashflows
  • Monthly CFO meeting to review forward cashflows
  • Forecast updates
  • Fortnightly CFO check in

Virtual CFO Plus+    $2500 per month (inc gst + 3 month term)

The reporting side of this service uses Spotlight and includes:

  • 3-way 12 month budgeting
  • Monthly management report (actual performance against budget + balance sheet + cash + trend visuals)
  • Written analysis of performance and recommendations
  • 5 hours extra service time per month
  • Monthly P&L, accounts payable and receivable
  • Monthly review of performance
  • Monthly reporting pack incl. forward cashflows
  • Monthly CFO meeting to review forward cashflows
  • Forecasting updates
  • Fortnightly CFO check in

Virtual CFO Platinum      $3500 per month (inc gst + 6 month term)

  • Virtual CFO Plus+ service
  • Pricing management
  • People & contract management
  • System & process implementation
  • Corporate Restructuring
  • Business expansion
  • Capital raising
  • Succession Planning
  • 7 hours extra service time per month
  • Financial Reporting and forecasting from Virtual CFO Plus+
  • Rolling 12-month cashflow forecast, updated every six months
  • Monthly budget analysis
  • Key metric and KPI reporting

 

 

 

 


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