ShareCFO - Free Consult (First 15 min)

Service Description

WHO IS SHARED CFO FOR?: Any business that can't afford to employee a full time specialist CFO, but still wants a financially successful business with a clear pathway to achieve that success. Your shared CFO strategise with you to set the business goals and document a clear pathway (of actional items) to achieve that success. WHATS INCLUDED? This is an initial 15 min free call to discuss how our Shared CFO service can help your business to achieve its goals. Our Shared CFO packaged typically include some or all of these components: Defining business goals and a strategy (of actionable steps) to get there. Documenting the business plan including key items (deliverables, roles, responsibilities & outcomes) Agreeing available resources & success measures for each role (KPI's and budgets) Identifying (& securing) funds to execute the business plan Regular reporting with commentary against KPI's and budget performance Forecasts runway deliverables & risks identified Completion of reporting compliance (accounting, payroll, tax returns, lodgements) 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 (subject to package limits each month. Typical CFO projects include due diligences for business acquisitions, raising new/additional finance from banks or investors, running a cost reduction program, implementing a new system or process, assistance in pricing a new product or preparing for an audit or review. WHAT DOES A SHARED CFO COST?: Our shared CFO services operates as a fixed monthly cost. The monthly price will depend on the size, nature and complexity of your business. We offer fixed fee packages that step-up requirements, to lock in the price as your business grows. We then deliver all the agreed items in the package without time based costs.