Understanding and managing your numbers is key to business success.
That’s why we’re here to help.
Maybe numbers aren’t really your thing. Either it feels like you’re reading hieroglyphics, or you simply don’t have the time.
You’re dang good at many other things, which is why your business is as successful as it is. Unfortunately, those skills can only get you so far before the ‘numbers’ start holding you back.
There will come a point where the key to business growth is understanding and managing the numbers. The accounting side of business is so complex that universities have created entire courses around it. Unless you’re an accounting graduate, it’s crazy to think you could manage this on your own.
The Integrated CFO is here to help.
We join forces with your senior management team to manage the financials in the best way possible. Outsourcing not only frees up your time to do what you’re good at, but it also provides the consistent data needed to make smarter business decisions.
Our Services
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Virtual CFO
We help you plan, forecast, and manage your business, numbers, and growth.
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Bookkeeping
We take care of the day-to-day financial tasks that are complex and time consuming.
The Integrated CFO Difference: We Actually Care
As nerdy as this is to admit, we’re really passionate about what we do. We genuinely care about our clients (like, a lot) and want to help them reach their goals.
We work with successful businesses who aren’t ready to hire a CFO, but really want and need to understand what’s happening in their business.
Our bespoke approach means we fully integrate into your business and solve the problems you have.
We go above and beyond just the numbers. We assess how your business is operating as a whole, from the numbers right down to employee performance. There are many factors that contribute to the sum at the end of the month, and we’re here to manage things overall.
Our Approach
AUDIT & ANALYSIS
FINANCIAL REPORTING
BUDGET & KPIs
ONGOING SUPPORT
Did you know…
We have a special interest in working with female CEOs to help them achieve their financially aligned goals.
Who is The Integrated CFO?
I started this business because I kept seeing the same problem over and over again; small businesses not understanding and managing their financials. They don’t have a budget, don’t regularly review their profit and loss, and live week to week, never knowing how much they can actually afford to pay themselves. The only time they really look is when their accountant sits them down at tax time and gives them the run down.
I’m a chartered accountant, a BAS agent, part of the Institute of Certified Bookkeepers, and hold a Bachelor of Commerce. This list of credentials is probably painting me as a khaki-slacks-and-sensible-shoes wearing snore machine, but I’m excited to tell you how inaccurate that is.
Want to chat and gauge our vibe?
Book a free 30 minute discovery call with me (Danielle, CFO) and decide if I’m the right fit for you.
What our clients say
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integral part of the team
Danielle has worked alongside us at Cathedral Homes for close to five years now. She has provided continued guidance on our business decisions as well as managing our finances and future evolution. Danielle has contributed greatly to our business growth and has been an integral part of the team, both onsite and remotely. She is approachable and explains things in a way we understand. We highly recommend Danielle to anyone looking to improve their financial management and position.
Jacob Anderton , Cathedral Homes.
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immediate assistance
Since 2019… Danielle and her team provided, and still provide fantastic training, support and expert knowledge on [Xero] software, ironing out any issues that arise straight away.
They have also been providing ongoing processing assistance and if required, have also been able to work through any questions remotely online and in real time to clear up immediately.
We look forward to continuing working with Danielle and her team.
David Fitt, Davcole Electrics.
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absolute gurus!
I’ve had the absolute pleasure of working with Danielle, Desley and Sam who have felt like part of our team. They solve problems we didn’t even know existed.
They’ve absolutely been a pleasure to work with on every level!
I’d highly recommend them to anyone - particularly small/medium businesses who needs assistance with cashflow and forecasting!
They are absolute gurus!
They don’t just do your bookkeeping, they teach you how it works.
Alwyn Blayse, Blue Ribbon Allied Health
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an asset to any business
I have been working with Danielle on my business Cammino Shoes for the past 2-3 years.
Herself and her wonderful team are extremely efficient always keeping me up to date and across my figures.
Danielle has also gone over and above in helping me financially plan strategically. She is an asset to any business looking to outsource the finance with someone that can be trusted to care as much as you do.
Katrina Verso, Cammino Shoes
Accolades
