Let's build a plan together


Welcome to our full Virtual Chief Financial Officer (CFO) service.

Large businesses have a dedicated in-house CFO who manages budgeting, board reporting, cash flow forecasting, taxation, and payroll. They assist with pricing, costing analysis and understanding breakeven, working with the management team to look forwards as well as back.

For most businesses with less than 20 employees this is too expensive. Our Virtual CFO service, combined with your internal admin team provides you with access to the same services at a more affordable price. On-call rather than in-house.

You get all the benefits of our Essentials and Growth services, plus monthly reporting and attendance at regular board or management meetings, same day turnaround on phone calls and emails.

Our Business Plans Overview

SERVICES & PLANSEssentialsGrowthAccelerator
Annual Accounts
Financial Health Check
GST Returns
Tax Management
Financial Forecasts-
Management Reports2 Monthly2 MonthlyMonthly
Advisory Board Meetings2 per year6 per year12 per year
90 Day Action Plans-
Phone & Email SupportUnlimitedUnlimitedUnlimited
Xero SupportUnlimitedUnlimitedUnlimited
Suitable forBusiness owners with up to $500k turnover with limited Admin supportBusiness owners looking to keep on top of their affairs and understand how their business is performingBusiness owners looking to accelerate growth in their business
Monthly Fees (Plus GST)$400$1,500$3,000
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