CFO ADVISORY SERVICES
ELEVATE YOUR BUSINESS WITH A VIRTUAL CFO BY YOUR SIDE
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Our CFO Advisory service offering will allow you to tap into the skill, expertise and commercial experience of a high-quality CFO backed by a strong team of accounting resources, at a fraction of the cost of a full-time finance resource.
We get to know your business, the strategic direction, the pain points and the opportunities available, so that we can optimise performance. We leverage data to deliver valuable insights to propel your business forward.
No two businesses are the same and we get that. While we have two standard Virtual CFO packages as shown below, these packages are fully customisable to suit the needs of your business.
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VALUE FOR
MONEY
EXPERIENCE
& EXPERTISE
ACCESS TO ZEALTH NETWORK
REAL TIME
REPORTING
BENEFITS OF A VIRTUAL CFO TO YOUR BUSINESS
VIRTUAL CFO PACKAGES AND INCLUSIONS
What's included:
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Accounting (reconciliation, accounts payable, accruals)
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Month-end financial reporting pack
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Month-end touch base
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Initial forecast & annual re-forecast
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Initial assessment of data availability & analytics potential
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KPI development & ongoing monitoring
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BAS / IAS preparation
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Strategic advisory / decision support / agreement review - agreed max. hours
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Who does this suit?
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Single owner businesses with one entity in the business structure, and a limited level of complexity to operations
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​What's included:
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Accounting (reconciliation, accounts payable, accruals)
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Month-end financial reporting pack
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Month-end touch base
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Initial forecast & bi-annual re-forecast
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Initial assessment of data availability & analytics potential
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KPI development & ongoing monitoring
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Debt facility covenant reporting
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BAS / IAS preparation
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Payroll preparation
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Strategic advisory / decision support / agreement review - agreed max. hours
Who does this suit?
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Businesses with 2 or more owners OR with 2 or more entities in the business structure, who require extra governance support
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Businesses with debt financing obligations
