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Services

Our affordable, part time CFOs will help grow your revenue and improve your cashflow!

We are a Sydney based consultancy offering CFO Services to small medium businesses. We have a track record of growing and improving businesses. financially and operationally. We provide commercial and strategic advice that is both affordable and practical. Ultimately, we help owners achieve their goals. View some of our success stories here, or contact us to find out more!

OUR SERVICES

COMMERCIAL ADVICE

BIG BUSINESS THINKING APPLIED TO SMALL BUSINESS SITUATIONS

Thinking of expanding organically or through acquisiton? Investigating new business models or pricing structures? With decades of commercial business experience across industries such as; banking, property, technology, telco and retail, We can help you make sound commercial decisions.

CASH FLOW OPTIMISATION

CASH IS KING, 90% OF SMALL BUSINESS FAILURES ARE DUE TO INADEQUATE CASH FLOW MANAGEMENT.

Cashflow forecasting and realtime, reporting will give you peace of mind that you can meet your financial obligations and understand your financial position. We can help!

KPIS & PERFORMANCE

“IF ITS WORTH DOING IT’S WORTH MEASURING”

Are your sales people performing? Are you rewarding the right people? Do you have a performance culture?
Operational and Financial KPIs are a great way to challenge staff and drive performance. We can help define and measure things that are important!

STRATEGIC PLANNING

“PEOPLE MAKE THEIR OWN LUCK BY GREAT PREPARATION AND GOOD STRATEGY.” JACK WELSH GENERAL ELECTRIC CEO.

What is your business and financial strategy? which activities are critical?
We bring your ideas to life and help you make decisions based on the financial and commercial implications of the different options.

BUDGETS & PLANNING

ORGANISATIONS WITH DEFINED GOALS PERFORM BETTER! WHATS YOUR DEFINITION OF SUCCESS? DO YOU HAVE A BUDGET?

Between us, we have created over 40 budgets for varying organisations, We link long term strategy to fiscal year financial targets and finally to operational goals and KPIs. This is a proven method of improving the finances and operational performance of a business.

SYSTEMS & REPORTING ENHANCEMENTS

IS YOUR FINANCE TEAM GIVING YOU WHAT YOU NEED? DO YOU HAVE REPORTS ON SALES AND CASH AT YOUR FINGERTIPS?

There are a multitude of cloud based tools available to improve your reporting and commercial decision making. Getting the right information will focus your organisation on what is important. We can help!

HOW WE CAN HELP SUMMARISED IN 1 MINUTE

Cashflow e-book

SME BLOG

The metric all business owners need to know
Have you ever heard of the divine ratio? It is a sequence of numbers that is found repeatedly throughout nature.
Read more.
LTV Example
The LTV Equation Life Time Value $ (LTV) = the cumulative Gross Margin $ (GM) of a customer (over their
Read more.
The Inside Word on the R&D Grant
The R&D grant is a great source of funding for small businesses and start-ups. For those eligible to get a
Read more.