Virtual CFO/Financial Controller Services

 

We will provide you with specialised professional guidance and excellent board and advisory reports. Our experience and knowledge make us your perfect sounding board.

Our principal, Sarah Eldridge, has over 20 years of experience in the finance industry having worked in senior financial roles for small businesses, not-for-profit organisations and federal government organisations. Sarah has partnered with managing directors to improve operational efficiency, manage cash flow, improve profitability and achieve growth. Her skills and expertise go far beyond that of a bookkeeper or a traditional tax accountant.

With the Virtual CFO package you can be assured that we will truly partner with you, understanding your team, the business drivers, the financial and operational systems and processes and your competitive edge, to identify areas that can be improved as we help you make the tough decisions charting the course to success.

This service can either be

  • in addition to the Bookkeeping, BAS Agent Services and/or Cash Flow Management Packages that are also offered;
  • or as a stand alone package.

Our Process

  • Analyse your current financial situation
  • Assess the risks and identify inefficiencies and opportunities
  • Create budgets and track on-going performance against expectations.
  • Analyse reasons for budget variances
  • Design and measure key performance indicators
  • Forecast Profit and Loss, Balance Sheet and Cash Flow Statements, to allow you to gain insight into where your business may be going
  • Track and analyse information which is relevant, accurate and timely to provide key insights into your organisation

We will be more than happy to talk to you to discuss your individual situation. Please call or email us for an obligation-free chat about how this package can help you navigate your business to grow and succeed.

 
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