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Virtual CFO

We provide the skills and experience of an executive financial officer through a Virtual CFO. Have a steady hand at the tiller of your business without the executive overheads.

CFO Advisory provides the skills and experience of a Chief Financial Officer and our own entrepreneurial success through a Virtual CFO service. Our principal partners, Neil Livingstone and David Dowling, have over 15 years of hands on experience in CFO roles, and both currently run medium sized, successful businesses. We are commercially oriented with proven success adding significant value to medium sized businesses in Australia, serving clients in both Sydney and Melbourne.

We provide the most value to businesses in need of authoritative financial management at a critical time of growth within business operations, and who plan to grow revenue by more than 10% per year.

Each business is unique and each business owner brings something special to their entrepreneurial success. As experienced hands with access to the best network of specialists across Australia, we have developed comprehensive financial management experience which provide us with the skills to anticipate potential pitfalls, strategise for long-term growth and customer retention, and generally monitor the growing financial success of your business.

Our Virtual CFO services are therefore offering your business access to higher level skills and experience without the costs associated with maintaining a full time CFO role. We are able to work remotely or within the business, providing part time CFO services also.

We offer you dedicated, high level finance advice and analytics that you can use to make critical decisions about the future of your business, process improvement, recruitment strategies, legal support, marketing, manage your cash flow, the list goes on. Drawing on such varied and applied knowledge from our own past positions, as well as from our current business success, we offer you broad, tried and tested methods of growing your revenue and continuing to build.

As small business and medium sized business owners ourselves, we speak your language. We have been where you are and we have already applied our strategies with proven success.

Our CFO consulting services add the most value to businesses which require a clear, united strategy and the tools to follow that strategy. Often these types of businesses are working with a bookkeeper or small accounts team. They may even be outsourcing their financial management to accounting firms. With a CFO in place, we can help you to streamline financial management, following a clear chain of expectations and bring some much needed simplicity and clarity.

An outsourced CFO brings your business some very specific direction and management which can help to unify your business by developing clear strategies for all departments to work toward.

Business goals we can help you set and work toward include:

Maximise the sale value of your business

We can help you to boost your short-term earnings while simultaneously maximising the sale value of your business.

Grow revenue by >10% every year

We will work with you to develop clear strategies and management tools which will increase your business revenue by more than 10% each year.

Take control of your cash flow, margins and costs

Your CFO’s main duties include taking control of your cash flow, monitoring and analysing your margins and finding smarter ways to improve your business costs. These might include introducing purchasing initiatives or helping to develop supplier agreements which increase the value of the money your business is spending.

Improve systems, eliminate duplication and leakage, automate your business and trim your costs

With a broad, bird’s eye view of your overall business help, a CFO is able to isolate troubled systems and improve them. We do this by showing you how to eliminate unnecessary workload, duplication and controlling the potential leakage of outdated or inefficient processes. We can help you to trim your costs by suggesting ways to automate a lot of your business processes and removing redundant processes.

Recruit and retain great staff and get the best from your people

Medium-sized businesses rely on great staff and clear position descriptions which provide KPIs, goals and clear areas for constant improvement and development. We can help you to get the most from your people by clarifying their duties, providing motivation and direction and setting goals your people can steadily work toward.

Implement a successful, automated marketing plan

Marketing plans ensure everyone is on the same page, working toward a unified brand voice and image which represents your business clearly. Automated marketing plans help to minimise costs and reduce workload, keeping your business leaner and getting the most value from your marketing costs.

Improve customer retention

We will help you to develop a diverse customer base and keep them coming back. As a trusted brand in your market, customers will start to look for you, generating more sales for less work.

Get super clear on your best business strategy, and then efficiently measuring results against your plan

Realistic strategic growth is only as good as the methods you have in place for analysing your business progress. We will help you to develop clear goals and find efficient ways to map your growth and monitor your progress as your business continues to grow and expand.

Your business is ready for the next step. Contact us today to speak with an experienced and successful financial strategist and discover how CFO Advisory can help you to stablise your business and prepare it for future growth.

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Matt Jenson of MJ Bale

Stephen Giderson of JimJam

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Our money back guarantee

We guarantee that if you accept and follow our advice your business will increase in value by at least 10% each year, otherwise we will refund to you the difference between the increase in valuation of your business and our fees for the year.

In addition, if you are not happy with our services provided in any given month, you can tell us within the month and you decide our fee that month.