Our Services

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Virtual CFO Services

Most CEOs and business owners are too busy with the day to day operations chasing their business objectives. With their mind scattered around many tasks they tend to be behind schedule in planning the financial future of their company. It’s a CFO’s responsibility to assess your current financial situation and use that information to lead your company to success.

The role of a Virtual CFO is similar to a full time CFO just that it’s a lot more performance and accountability driven role. Different types of virtual CFO services vary depending on the level of financial guidance needed by your company.

Few day-to-day responsibilities of our virtual CFO offerings may involve providing financial advice on key trends, company performance, budget control, financial risks and profitability tips. We act as your dedicated finance wing ready to support and facilitate your business’s key financial decisions that can immensely boost the confidence of your company’s performance to your investors, shareholders, management leaders and others.

As as Virtual CFO, we review your existing company policies, processes and procedures identifying key issues and accordingly make recommendations. We review your business structure or that of a Finance team and ensure, it is the best structure for your business. 

Few of our other key tasks can include

  •  Review monthly management reports
  • Ensure business compliance
  • Manage cash flow
  • Strategically Plan and review financial goals
  • Market share expansions
  • Budgeting and Forecasting
  • Financial Analytics and more

Business Consulting Services

We will help you gain clarity on your business vision, assess the state of business at the moment and create a road map for the identified gap.

We offer a comprehensive review of where the business is at and where it needs to be. We look at everything from systems, procedures, processes, leadership team, employees skills matrix, financial position.

We offer business consulting services for managing a specific project on a fixed payment basis or for an ongoing basis based on annual fixed fees.

Some examples of our projects include :

  • Preparing the business ,
  • Foreign market expansion,
  • Preparing business for sale or acquisition
  • Forming exit strategies for retirement planning of the business owner,
  • Raising capital for startups,
  • Helping create work/life balance,
  • Addressing high staff turnover issues and more.

Business Coaching

This is a program designed for those business owners who are passionate about what they do, but they lack the direction and guidance to manage various challenges like overlooking business expenditures, ensuring compliance etc. Our business consulting program is designed to help entrepreneurs build the requisite skills and knowledge needed to successfully run a profitable business.

Business Coaching is about the owner and their skills, whereas Business Consulting is about the business and improvements within it.

Business and Individual Taxation Services

Coming soon

Our philosophy is to help you leverage all potential tax credits and deductions available for individuals and businesses. Our team is updated with changing landscape of taxation laws and latest tax law changes. We offer reliable guidance on how the tax laws may benefit you and/or your business.

Our Business taxation services include (and is not restricted to):

  • International Tax Planning
  • Company/ SMSF/Trust Tax Return
  • PAYG & FBT Returns
  • Payroll Tax
  • BAS Lodgements

Individual Taxation Services include(and is not restricted to)

  • Sole Trader Tax Returns
  • Filing of individual tax returns
  • Tax planning
  • State and local taxes