CFO Hotline
This innovative service offering is available to you, obligations free, and for those burning questions at a CFO level. Whether you are the CFO wanting a sounding board or the CEO wanting to sense check, we’re here for you.
Board Reporting
Struggling to identify the right information to prepare for your Board meeting? We can assist pull together your reporting pack and sit with you as your trusted CFO Advisor in your Board meeting ensuring you have greater confidence to manage your obligations to the Board.
Investor Memorandum
First impressions matter and make sure you have your potential investors see what you see in a clear, articulate and well presented pitch document. We can guide you through this process as we help you position the business and the opportunity.
Insights Reporting
Struggling to get timely, accurate and relevant metrics to assess your business performance? Our CFOs will help establish a reporting framework that will enable you to gain greater insight into your business performance.
Risk
Managing financial risk in your growing business is key. Have you considered the major risks based on your strategic plans? Our CFOs will help you identify your existing risks as well as emerging risks to ensure you have mitigants in place so you can grow the business with confidence.
Leadership
Do you have a strong bookkeeper or finance team but lack more senior input, insights or a sounding board? Our CFOs are seasoned leaders and can elevate the performance of your existing team.
Budget/Forecast
How do you assess your actual performance? Our team of CFO’s work intimately with clients, understanding their objectives so we can help prepare budgets and forecasts to monitor the business performance.
Activity Drives Analysis
We are believers in understanding what ‘drives’ the Profit & Loss, not what’s on it. Our team of CFOs seek to understand what are the main drivers of revenue and cost in the business so we do not have surprises when we view the financials at month end.
