rectangle2x

Our Services

AdobeStock_192832297-1

CFO Specialists

Finance may not be your passion, but a robust financial strategy is crucial to any business. Not just to protect you and all your hard work, but to support business growth, manage risk and enable you to move forward with confidence through succession planning or a successful business exit.

From identifying and addressing your current finance pain points and roadblocks, through streamlining day-to-day processes, to planning a comprehensive financial framework to support your legacy and ultimately to planning your business exit on your terms and your timeline. We will work with you and as part of your team to help  safeguard your business, unlock potential and achieve your greatest reward as a SMB owner.

Can you identify with these finance pain points?

If you can identify with one or more of the top 12 finance pain points, we can help you overcome any barriers standing between you and your business sustainability, growth, or exit.

Strategy Puzzle-1

No Clear Strategic Plan

No clear plan. Confused reporting. Nothing documented. How to achieve business objectives without insights and a solid strategy?

Performance

Poorly Defined Performance Metrics

Focusing on the wrong levers. Unknown KPIs. Random expenditure to achieve objectives. Does our spend meet the results I want?

Cash Umbrella

No Long-term Funding
Game Plan

We do not have long-term funding in place to enable the business to stay afloat through market downturns or long into the future.

Cash flow-1

Substandard Cashflow

Cash flow is oxygen to business, without it, the business cannot function properly and sustainably. No reporting or forecasting on incoming and outgoing cash.

Internal System

Lack of Internal Systems

Internal systems do not support key processes. Systems are complicated and staff do not seem to know the best way to complete finance tasks without making unfortunate errors.

Drowning

Big Exposure to Risk

Unknown risk. Unwanted risk. Unidentified risk. An unstructured approach to risk identification and mitigation does not protect your business asset long-term.

Cash

Untidy Operations

Old ways of doing things. Bad habits. Unintentional sloppiness has built over time. Our ways of doing things create inefficiencies, frustrations and ineffective routines and outcomes.

Operations

Tax and Planning Issues

Underestimated tax bill. Inadequate tax provisioning. Forgotten or missed regulatory requirements. We are draining cashflow to manage forgotten obligations.

Tax

Unreliable Profitability

Abnormal profit fluctuations. Mysterious hits to profitability. Relentless reactive management searching for retroactive information.

Stock down

Stock Control Issues

Damaged, lost, stolen, wasted stock impacting the bottom-line. Unreliable supply-chain. Stock controlling business instead of business controlling stock.

People

High Staff Turnover

Poor performance management driving dissatisfaction and turnover. Uninspired and unmotivated staff impacting culture. Lack of training and development reduces retention.

Crisis

Help! We are in Crisis!

Small problems escalate fast. Normal issues become insurmountable. Big issues explode into a fully-fledged crisis. We need to build resilience. 

Are any of these finance pain points
impacting your business?

If you could identify with one or more of these finance pain points, we can help overcome barriers between you and your business growth. We’ll work with you to get a consistent, resilient, and sustainable business with growth in your top line through financial building blocks focused on your business needs and whether you are looking to:

    - Boost profitability and develop your financial platform

    - Develop and enhance financial growth

    - Review financial operations

    - Upskill your existing financial team

    - Succession plan your legacy

    - Develop your business exit strategy


No matter what you need, we’ll work with you to get the business you want right now and to lay the foundations for what you want for your future

CFO Case Studies

We regularly cover a range of topics which are helpful to SMB over a large selection of sectors and industries.

1031-1
Case Study 07
Manufacturing and Wholesaling
 
Conquest Equipment

 

Financial strategy for sustainable growth in new business model

rsz_685
Case Study 11
Industrial Equipment Hire
 
SFI Australia

 

Discovery Roadmap growth strategy and plan towards successful exit

Encore_Bondi_Junction-1-1
Case Study 12
Built Environment & Construction
 
Fairview Architectural 

 

Finance Discovery Roadmap: processes, reporting, risk, capabilities 

Meet our CFOs

We are experts in our field, and can provide your business with accomplished, and accredited financial specialists to help your business achieve sustainable growth. 

Our CFO Specialists

News from our CFOs

We regularly cover a range of topics across all industries around business and finance issues.  If you have any comments, then please get in touch so we can discuss. 

Get in contact with a CFO

Submit your details and one of our team will contact you with 24 hours to set up a meeting with one of our CFOs