
TaxAccounts
& CFO Services
Chartered Accountant & Tax Agent.
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Service Details
ShareCFO - $10m Package (30% CFO)
Package from $10,000/mth. 30% share in CFO.
Service Description
WHO IS IT FOR?: Business with 15-35 employees & turnover $5-10m. For growing companies needing to step up current accounts leadership and analysis. Implementing better reporting with a deeper understanding of key profitability, cash-flow and costs management items to support better decisions and investing into new products or expanding into new markets. Standardisation of sales & cost processes for improve efficiency, governance and risk management. Improving external reporting for audit, bank, investors or other target event. WHAT IS INCLUDED? All annual tax returns & ATO compliance. Monthly financials with performance & cash-flow commentary. Unlimited CFO phone support for the accounts team and bookkeeper. Unlimited CFO phone support for business advice to the owner/management Option to use our onshore or off-shore bookkeeper at competitive rates. CFO assistance in finance projects up to 8 hrs accrued (& expire) per month. Additional CFO project hrs available at extra cost. Typical CFO projects include tasks such as completing due diligences for business acquisitions, raising new/additional finance from banks or investors, running a cost reduction program, assistance in pricing anew product or preparing for an audit or review. SHARED CFO PROCESS: Our process is based upon understanding your business, its operational risks and goals. Implementing a simple process to deliver reliable, accounts compliance that provides sound cash-flow projections and highlights matters that need attention. Provide finance leadership & process improvement to drive accountability & cost control. Ensure financial reporting process ready to raise finance or investors capital Regulatory compliance for ASIC, payroll, superannuation & ATO. Improve governance & risk management overview.
Cancellation Policy
Initial call-back appointment for 30 minutes is free. This initial booking may be cancelled or rescheduled with 1 hr notice prior to the booking. Please call by phone 0402 665 544 or email mark@taxaccounts.com.au. When cancelling a booking, you can request an alternate time. A confirmation of the booking cancellation or change will be sent. Subsequent services will be governed under our standard client engagement letter that will specify all the terms and conditions.
Contact Details
Angel Place, Sydney NSW, Australia
0402665544
mark@taxaccounts.com.au
North Sydney NSW, Australia
04026365544
mark@taxaccounts.com.au