Virtual CFO
Integrate a financial executive into your small-but-scaling business
Or contact us at 0285 284 866
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With sky-high ambitions and limitless growth on the horizon, you may find yourself in uncharted territory, unsure how to untangle the finances, systems, operations and numbers.
As the leader and visionary behind your business, you’ve turned your ideas into something special — but there comes a time when you reach the limits of your current skill set.
You don’t need to run back to school for your MBA…
At this groundbreaking stage of business, it’s time to bring in the finance experts:
The strategic partners who help you set, meet and exceed your goals for growth. Now is the time to integrate a trusted leader who will uncover and identify opportunities, utilise your numbers strategically, evolve your financials for the future, and use their expertise to guide you every step of the way. With specialist knowledge, years of experience, and mastery in helping businesses like yours succeed, our virtual CFO services support you to become a more savvy and strategic leader.
As your trusted advisor and financial strategist, your Integrated CFO supports your leadership while helping your business grow smarter.
Or contact us at 0285 284 866
We support you on a person-to-person level. Turning numbers, ratios and jargon into meaningful information.
(No overwhelming money-talk that goes over your head)
Distilling spreadsheets and ratios into big-picture advice, we passionately partner with your business to turn tens and zeroes into meaningful information you can rely on when making important decisions. From cash flow to catch ups, we become more than a financial services provider — we are the strategic business partner that helps you set, meet and exceed your goals for growth.
What can your virtual CFO do?
Budget Preparation
To use finances to your advantage
Finance Reporting
To show you what the numbers say
Financial Health Check
For profitability while scaling
Tax Planning Meetings
For proactive use of finances
Strategic Advice
By coaching and mentoring you
Cash Flow Forecasting
For better control over cash flow
Project Cost Analysis
To support strategic decision making
Product/Service Margins
For control over costs and profit
General Business Review
To uncover opportunities together
And so much more…
Or contact us at 0285 284 866
Finance is in our title, but our focus goes beyond the numbers
We become an integral part of your leadership team
As the Virtual CFO entrusted with your finances, we focus on more than the dollar signs — we get on board for the bigger picture. Becoming your trusted advisor, business confidante, and the strategist you rely on for real, relevant insight into your business and its future, we help you make meaningful and impactful decisions each day. Not only are we pros with the numbers, but we genuinely have our hearts in it — we rally behind the inspiring business owners we are proud to support.
We improve your financial position
From tax planning to financial health checks, budget preparation to cash flow forecasting, we keep expert eyes on your numbers and craft strategies to improve your financial position.
We craft strategic plans for profitability
By analysing the costs, overheads and revenue generated from your products and services, we help your business operate from a place of profitability — creating more lucrative results as you scale.
We provide guidance on business decisions
We help you reach personal and professional goals
We believe business is personal, and your lifestyle and personal goals contribute to your professional ambitions. We help you reach and exceed your financial goals in every realm.
We focus on the future of your business
We focus on the big-picture of your business, analysing hidden potential and uncovering unforeseen opportunities — guiding your evolution towards the best your business can be.
We’re reachable between regular catch-ups
Our continuity of care policy means we’re always there when you need us. Between regular catch ups, you can reach out by email or phone, ensuring we always stay integrated in your business.
Or contact us at 0285 284 866
Success stories
“Danielle and the Integrated CFO team and an invaluable part of my business team. ”
Danielle has helped guide and navigate us through challenging financial circumstances, moving us into a healthier financial position. Working with our Virtual CFO means we have such a good grasp on our numbers and have the ability to review the P & L and understand where the issues were. This has allowed us to act on it quickly and make changes. The peace of mind I have that the Virtual team are working towards our best interest is extremely reassuring.
Claudia Lawrence
Dinner is served
Success stories
“I haven't had a CFO before and I now realise that was what was missing.”
We are not financial experts, so having Danielle and her team behind us who have the knowledge is hugely reassuring.
Bambi Staveley
Boost n Blend
Success stories
“Our favourite part about working with The Integrated CFO - CONFIDENCE!”
We are not financial experts, so having Danielle and her team behind us who have the knowledge is hugely reassuring.
Clair Taitoko
RMR Process
CHOOSE FROM QUARTERLY, MONTHLY OR WEEKLY CFO SERVICES OR GET IN TOUCH FOR SOMETHING MORE TAILORED
As your virtual CFO, we regularly manage, organise and report on your numbers — while giving you mentorship and guidance on business decisions and big-picture strategy
Weekly Virtual CFO
Designed for complex 7+ figure businesses with more than 10 employees, our weekly Virtual CFO services place strategic support right by your side. With weekly CFO check-ins, regular reporting and constant eyes on your dollar signs, we help you scale your business profitably while giving you maximum control over operations.
The weekly package includes
- Annual budget preparation for big-picture planning
- Weekly cash flow management
- Monthly financial reporting to keep you regularly updated on what the numbers say
- Weekly CFO meetings including business reviews, cash flow forecasting and strategic advice
- Focus on cashflow, actual figures vs. budgets, monthly forecasting, product and service margin reviews, KPI’s and overall financial health
Or contact us at 0285 284 866
Monthly Virtual CFO
When the numbers have scaled beyond your comfort zone and you need help regaining control, our monthly Virtual CFO services enable you to pull on the reins. With strategic financial support in your corner, you will be able to take a breath, understand what the numbers say, and scale your business beyond what you thought possible.
The monthly package includes
- Annual budget preparation for big-picture planning
- Weekly cash flow management
- Focus on cashflow, actual figures vs. budgets, monthly forecasting, KPI’s and overall financial health
- Optional CFO catch up call to provide a touchpoint to discuss any immediate financial or business concerns, review progress on action items
Or contact us at 0285 284 866
Quarterly Virtual CFO
For well-established businesses ready to scale more strategically, our quarterly Virtual CFO services ensure your financial health is in check. Beginning with annual budget preparation and leading into quarterly reporting, cash flow forecasting and general business advice — we give you the tools and information you need to lead your business right.
The quarterly package includes
- Annual Budget Preparation for big picture planning
- Quarterly CFO Meeting to provide a detailed analysis of your business’s financial performance including cash flow forecasting, KPI’s and actuals vs budget.
- Monthly Business Finance update sent via email with a video review.
Or contact us at 0285 284 866
Leave the numbers to us, and we’ll bring game-changing business advice to you.
Get in touch to learn how our CFO advisory services, business accounting and financial planning packages can support your dreams and goals.
FAQs
At this turning point in your business, we’ll guide you to integrate your Virtual CFO — smoothly, effectively and to unimaginable success
Need-to-knows about CFOs
Why should I hire a virtual CFO over a traditional in-house CFO?
A Virtual CFO is the ideal solution for small-but-scaling or medium-sized businesses that require the integrated expertise of a CFO — but do not yet have the resources for a full-time in-house CFO. Virtual CFO services are the bridge between navigating your financial world alone and bringing in specialised support.
Is a Virtual CFO the same thing as a Fractional CFO or VCFO?
Yes. Virtual CFO services are also known as fractional CFOs or VCFOs.
Can I get a high level of support from an outsourced CFO?
Absolutely. Your fractional CFO or outsourced CFO will have every bit of expertise that an in-house CFO may have — with the additional superpowers that come from scaling multiple businesses and solving all sorts of problems. We use our expertise to see opportunities, create more profitability and support you in new ways.
Would a Virtual CFO help me scale my business?
Yes. A CFO is more than an accountant; we are an integral part of your leadership team. Using numbers as our tool, we break down jargon and complex concepts into advice you can easily take action on and understand. We’re not only there to tick boxes and organise money-mess — we also provide strategic support and guidance that helps your business grow sustainably and profitably. Consider your CFO a specialised business advisor.
Partnering with The Integrated CFO
Where are CFO meetings held? How long are they?
Our Virtual CFO meetings are held on Zoom to support you wherever in Australia you may be. Our monthly finance meetings are 60 minutes, while in-between catch ups are 30 minutes. We are here to integrate into your business and become an integral part of your team — so we don’t stress the time limits too strictly. In certain cases, we may schedule an additional meeting for the month or quarter. Above all else, our mission is to support you.
Can I ask my Virtual CFO anything?
Yes, we encourage it. The benefits of integrating a CFO into your business go beyond what you’ve experienced from an accountant. We become the strategic advisor that helps you grow and achieve your ambitions, so we welcome your questions, however off-topic they may feel (we believe in the blend of business and personal, so feel free to talk about your lifestyle goals).
Can you tailor a custom fractional CFO package for me?
Yes, we can. Upon booking your consultation call, we will discuss the needs of your business — and what level of support you are personally looking for — and create a custom fractional CFO solution that integrates beautifully into your business.
Do you offer Virtual CFO services in Brisbane?
Yes. We are available for Virtual CFO services in Brisbane.
Do you offer Virtual CFO services elsewhere in Australia?
Yes. Our Virtual CFO services allow us to support business owners across Australia. With meetings held on Zoom and reporting completed remotely, our CFO services meet you where you are.
Will I speak with the same VCFO every time?
Yes. While we have recently expanded our team of expert CFOs — because our founder Danielle can’t be everywhere all at once (though she wishes she could) — we ensure you are partnered with a consistent CFO advisor who will be completely integrated into your business.
Can I get in touch with my CFO outside of scheduling meetings?
Absolutely. We welcome you to contact your CFO anytime by email or phone. Continuity of care is an essential part of our service, and we’re here to become fully immersed and integrated into your business, considering every aspect of your numbers and financial health. We do not limit your calls, meetings or contact opportunities per month. Your Integrated CFO is truly and genuinely by your side.
Do you offer Virtual CFO services in Sydney?
Yes. We are available for Virtual CFO services in Sydney.
Do you offer Virtual CFO services in Melbourne?
Yes. We are available for Virtual CFO services in Melbourne.
Virtual CFO support with heart
Our passion is building profitable businesses
Our mission is to support you to lead, grow and scale
The numbers are our tools and your future is our focus
When successful leaders build a business with potential, they inevitably arrive at a fork in the road — where the growth opportunities ahead have scaled beyond the limits of their financial expertise. Don’t hold yourself back, scale without financial planning or try to step into your accountant’s shoes. A higher level of support can be integrated.
Or contact us at 0285 284 866