Virtual CFO and business intelligence service

As a small or medium-sized business, you probably don’t have a financial expert on your team – but what sort of difference would it make to your business if you did?

We created our virtual chief financial officer (CFO) and business intelligence service because we believe that SMEs and not-for-profits have the best chance of meeting their goals when they’re armed with high level financial information and insights.

For a fixed monthly fee, our service gives you access to your own CFO, for a fraction of the price that you’d pay to have one in-house.

In addition to looking after all your bookkeeping requirements and BAS reporting, we’ll provide you with detailed reports that help you understand your business position in terms of cash flow, how you’re tracking against your budget and KPIs, plus other relevant benchmarks. We’ll also meet with you regularly to discuss your business performance and opportunities for improvement.

Our principal, Rhys Roberts, is a qualified chartered practising accountant (CPA), holds an MBA from Macquarie Graduate School of Management, and has many years of CFO experience. He’d be happy to have an obligation-free chat with you about how our virtual CFO and business intelligence service could help you grow your business, so please contact us today to make an appointment with him.