VIRTUAL CFO
Elevating businesses to new heights, our Virtual CFO service provides comprehensive financial expertise and strategic guidance tailored to each client’s unique needs.
Starting from as little as $1000 plus GST per month, this service enhances financial performance, optimises cash flow, minimises risks, and empowers businesses to make informed decisions for sustainable growth and long-term success. Unlock your business potential with our Virtual CFO service today.
THE FULL SERVICE
Elevate your business to new heights with our comprehensive Virtual CFO service, designed to provide you with the expert financial guidance you need to achieve your dreams. We’ve helped numerous high-net-worth and high-profile clients transform their businesses by challenging their perspectives and embedding ourselves as strategic partners.
Our Virtual CFO package effectively extends your board with a part-time financial controller, providing you with business and financial planning advice, ongoing financial and KPI monitoring, regular contact, and expert management consulting.
We begin by crafting a tailored Strategic Plan, gaining a deep understanding of your personal and business goals. This forms the foundation for your personalised 5-year financial plan, meticulously designed to propel you towards your aspirations.
Through regular performance monitoring and insightful reporting, we keep you informed and empowered to make the right business decisions.
WHAT IS XERO
Xero is an online accounting system designed for small to medium businesses and their advisors, and highly recommended if you’re looking for proactive advice to grow and manage your business.
- Incredibly easy to use
- 24/7 access from anywhere using the internet
- Automatic importing of bank statements
- Free automatic updates, automatic data backup
- Unlimited users
YOUR PACKAGE INCLUDES
- Proactive business advice every month
- Annual strategic planning meeting
- Annual cashflow forecast and profit plan
- Peace of mind that all your annual taxation and GST requirements will be taken care of
- We’ll complete your annual financial statements, income tax returns, business activity statements and tax administration (tax assessments and reminders)
- Annual tax planning review, annual business and personal needs analysis
- Business performance health check
- Establish and review KPI’s each month as part of monthly board meeting
- Regular management reports to assist with managing your tax payments, budget and cashflow
- Regular email updates with advice to keep you informed of relevant tax and business issues.
- Xero online accounting software – we provide you with full training, you input the basic data, we check it
WHAT YOU GET, AND WHY IT’S IMPORTANT
REGULAR PROACTIVE ADVICE AND REPORTING
Why this is important for you. Regular updates on your financial position rather than at the end of the financial year. Financial institutions supplied up to date data to support loan applications.ANNUAL STRATEGIC PLANNING MEETING
Why this is important for you. Connect your personal goals to your business goals with a long-term focus that helps you stop and review your whole business.ANNUAL CASHFLOW FORECAST & PROFIT PLAN
Why this is important for you. Convert your strategic plan into a financial plan. Focused on your profit and cashflow improvement and provides a benchmark from which to measure actual results.BUSINESS PERFORMANCE HEALTH CHECK
Why this is important for you. Make sense of your financial reports and highlights areas of your business that are performing well and those that are not performing well. We can use this information to make changes to increase your business profits.ACCOUNTING FEES PAID MONTHLY
Why this is important for you. Easy cashflow management.AN ACCOUNTING SYSTEM THAT IS SIMPLE TO OPERATE
Why this is important for you. No specialist knowledge required, we provide you with all the Xero training needed.GST IS TAKEN CARE OF
Why this is important for you. Business activity statements professionally prepared and lodged for you.TIMELY PREPARATION OF ANNUAL FINANCIAL STATEMENTS AND TAX RETURNS
Why this is important for you. Peace of mind that your tax returns are lodged on time and prepared by professionals.ENHANCED TAX PLANNING
Why this is important for you. Know how your business is going and get recommend tax strategies and forecast your tax.ESTABLISH & REVIEW KPI’S
Why this is important for you. Know what is happening in your business and view current trends as they occur and take necessary corrective action sooner rather than later.
NEED SOMETHING DIFFERENT?
If you’d love to use this service but are not yet able to make the step. Ask us about tailoring this package for your unique requirements.
Why Choose us
15+ years of tax experience
Tax Practitioners Board registered
Guaranteed fixed price
We simplify the complex
Australian certified accreditations
Guaranteed delivery times
Certified by
WHAT OUR CLIENTS SAY
We are more than accountants. We are known for working closely with our customers to help them achieve the result they want. We do this through
Andrew waas
Charitha was very helpful with completing my tax return and also provided advice to maximise my return. He was very attentive to detail and kept me up to date throughout the process. Also, the online experience was seamless with regards to providing information and reviewing and signing documents. Highly recommend!
Archana Jayaranjan
Best Financial Services for Business and Individual. Very understanding and easy to approach. Quick response in any accounting and Taxation related queries. We are really happy with his and his team’s services and looking forward continue for the future too.
Dhaval Mehta
As a small business owner, every dollar counts, and I am very pleased with the results I received from working with Char and Growth-Prof. Five stars!
Hemanta At Yolmo
I highly recommend Char for his attention to the little details, clear communication, speedy deliver of the papers.
James Richardson
They not only do your tax, but they are giving you valuable insights and advice as well. I bought my investment property based on their bits of advice which gave me significant tax benefits during the last few years. Highly recommend the Growth Prof team! Thank you, Guys!
Prashan Jayasundera
Nothing is as important as time is for me. Charitha took the time to educate me and advised me on many things in regards to small business and tax return. Highly recommended service!
Qanitaz Event Solutions
Charitha and his team did a great job with helping me with my tax returns for my florist business. Charitha was efficient and explained things well. I highly recommend their services. Thanks so much Charitha.
Sarah Deaker
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