CFO Services

Management and dashboard reporting

Management reporting gives businesses a financial view of how they are performing. We can assist in putting systems and tools in place, including dashboard reporting – a visual representation of business key performance indicators (KPIs)  which is regularly reviewed with the owner.

Cashflow modelling, reporting and management

Cashflow is critical to business success.  We can assist to implement, update and monitor cashflow forecasting and modelling, and work hand-in-hand with business owners to create strategies to manage cashflow and assist in business growth.

Budget and forecasting preparation, analysis and tracking

Work with business owners to ensure their budgets drive towards the businesses’ future directions and goals by reviewing and analysing prior financial results and applying the new strategic plans and drivers.

Finance Process Reviews

Review current finance processes, systems and policies and implement improvements to allow the businesses to operate more efficiently and effectively and in alignment with the strategy.  Assist in developing process documentation and training notes to ease business risk with staff turnover.

Cloud Accounting Advice

Assist in finding the most suitable provider and solution to fit a business’s needs and help with integration and implementation with accounting software and related business process solutions eg. job reporting, inventory management and financial and board reporting. 

Strategy Formulation & KPI Focus

Help determine the suitable course of action to meet the business vision and identify key goals. The strategic plan allows an organization to examine its resources, provides a financial plan and establishes the most appropriate action plan to increase returns.

IT Solutions identification

Project manage the business process of identifying and evaluating IT solutions to alleviate bottlenecks and frustrations in the current setup.  Drive the team that will champion change and the new solutions, data transfer, training and system cut-over processes.

Business risk assessment and mitigation

As part of the strategic review assist the owners and management team in documenting and mapping internal and external business risks, the potential impact and proposed responses or controls that could be put into place to mitigate these.