Virtual CFO
If you’ve realised that knowing your numbers is crucial to achieving your business goals, you’re going to need a virtual CFO. I (Danielle) am hands-on and help you plan, forecast, and manage your numbers and growth.
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.
We do things like:
Book in an obligation free call with me now!
Our packages
Quarterly Virtual CFO
If you’re a well-established business who just needs regular financial health checks, this package might be for you. It includes:
Annual budget preparation
Quarterly financial reporting package including cashflow, actuals v. budgets, forecasting and review of overall financial health
Quarterly Zoom meeting to review financial reporting packages, and a general business review.
INVESTMENT: From $697 + GST per month
Monthly Virtual CFO
If you feel like the finances and systems are out of control, this is the package that enables you to pull on the reigns. You’ll be able to take a breath, understand your business numbers, and manage your goals accordingly. Package includes:
Annual budget preparation
Monthly financial reporting including cashflow, actuals v. budgets, forecasting and review of overall financial health
Monthly Zoom meeting to review financial reporting packages, and a general business review.
Fortnightly CFO catch up calls
INVESTMENT: $1,757 + GST per month
Weekly Virtual CFO
If you’re running a complex, 7-figure + business with 10 or more employees, this package is for you. It enables weekly CFO check-ins to ensure maximum control of your business. Package includes:
Annual budget preparation
Monthly financial reporting including cashflow, actuals v. budgets, forecasting, product/service margin reviews, and reviews of overall financial health
Monthly Zoom meeting to review financial reporting.
Weekly CFO meetings including cashflow forecasting (if required) and general business reviews.
INVESTMENT: $2,957 + GST per month
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.
The Integrated CFO Difference: We Actually Care
Client Testimonial
integral part of the team
Danielle has worked alongside us at Cathedral Homes for over five years now. She has provided 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.
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.
