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Virtual CFO Services

Strategic Financial Support Without the Full-Time Cost

A Virtual CFO provides experienced financial oversight and strategic guidance tailored to the needs of growing businesses. Our services are flexible and scalable, allowing businesses to access senior financial expertise without the overhead of employing an in-house Chief Financial Officer.

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SERVICE 1

Financial Reporting & Analysis

  • Develop robust financial reporting systems and analyse financial performance
  • Provide insights into key metrics and strategic initiatives
  • Prepare annual statutory financial statements and manage audit processes
  • Monthly and quarterly account reconciliations including balance sheet reconciliations
  • Management reports and commentary within established schedules
SERVICE 2

Budgeting & Forecasting

  • Prepare budgets and develop financial forecasts
  • Implement scenario analysis and guide budget holders
  • Monitor actual performance against planned goals
SERVICE 3

Cash Flow Management

  • Monitor and help manage cash flow to ensure operational stability
  • Implement rolling cash flow forecasts
  • Recommend cash reserve policies and investment strategies
  • Ensure sufficient resources to meet obligations
SERVICE 4

Management & Board Reporting

  • Monthly and quarterly financial reporting and custom reports
  • KPI performance dashboards
  • Financial controls aligned with accounting standards
SERVICE 5

Compliance, Audit & Risk Management

  • Ensure compliance with ACNC, ASIC, and ATO regulations
  • Preparation and Compilation for BAS, Activity Statements, Tax Returns and FBT returns
  • Support audit processes including financial compliance and grant audits
  • Implement internal controls and financial risk management frameworks
SERVICE 6

Workforce Costing & Payroll

  • Model staff costs and FTE analysis
  • Advice on Award compliance and payment query calculations
  • Payroll budget monitoring and analysis
SERVICE 7

Capital Project Planning & Capex Oversight

  • Review supplier quotes and wording for maintenance and building projects
  • Assist with Opex/Capex categorisation and compliance
  • Financial planning for infrastructure and capital project costings
  • Stage-wise cash flow modelling and progress payment schedules
  • Integration of capital expenditure with operational budgets
SERVICE 8

Systems & Process Improvement

  • Evaluate and implement finance systems
  • Streamline processes where improvements are identified
  • Introduce automation tools and business intelligence dashboards
SERVICE 9

Governance & Policy Support

  • Draft and review finance-related policies and processes
  • Support strategic planning and performance benchmarking
  • Help identify and mitigate financial and operational risks
SERVICE 10

Finance & Lending Support

  • Preparation of professional financial information for funding discussions
  • Lender-ready forecasting and financial package preparation
SERVICE 11

Accounts Department Supervision

  • Monitor, direct, and collaborate with the financial operations team
  • Guide fee collection and annual invoicing processes
  • Delegate and manage financial responsibilities within accounting team
Engagement Models

Flexible Engagement Options

Services are customised based on business size, industry, operational complexity, and goals. We offer flexible engagement structures to suit your needs — from targeted project support to ongoing monthly advisory retainers.
Most Popular
Ongoing vCFO support with regular reporting, meetings, and advisory.

Monthly Retainer

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Project-Based

Targeted engagement for specific requirements (e.g. funding preparation, system implementation).
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Advisory Add-On

Complementary to existing accounting or bookkeeping arrangements.
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