Virtual CFO Services
We See Your Business’ Financial Opportunities
You’re good at what you do, your business is growing, you’re thinking of selling and you want to maximise the sale price, or maybe your business has hit a roadblock. You would love to have access to business financial advice from an experienced professional who can help you grow or overcome the roadblocks, but it might seem out of reach.
The experts at Everest Tax & Property have over 40 years of hands-on experience working with SMEs and helping them grow and prosper. We bring our own personal experience to our CFO consulting services, understanding intimately the rigours of running a SME. We can act as a virtual CFO Australia wide to help businesses across the country.
Our virtual CFO consulting services are subscription-based and can cost as little as $250 per week. You’ll know from the outset the cost and scope of the CFO advisory services we offer in this space.
Our Virtual CFO Services May be a Perfect Fit for You:
We offer three different service levels, each with additional a-la-carte services that can be added on, so you only pay for exactly what you want and need.
Level 1: Virtual CFO (full-service)
You’re a growing business that needs professional business financial advice but can’t afford the salary of a full-time CFO. Our Virtual CFO (full service) provides you with the experienced strategic support you need at an affordable fixed cost. A business with a turnover of around $1 million can engage our full service for as little as $250 a week or $78,000 annually, resulting in significant cost savings without compromising service. We are available on a demand-only basis, with no downtime.
Our Virtual CFO service partners you up with an Everest partner and support accountants who work with you to help guide your business to success. Our part-time CFO in Melbourne is available year-round.
You’ll have one distinct point of contact to enhance efficiencies such as time, money and management. Our Virtual CFO services ensure a perfect fit.
What do Virtual CFO Services include?
Our service includes:
- Traditional services such as accounts preparation
- Regular meetings with management and directors
- Strategic tax planning and preparing
- Cash flow management
- Dynamic forecasting
- Strategic advice
- Company-wide KPIs
- Bank relationships
- Tax return preparation
- and much more
A CFO advisory services package can be tailor-made to suit your business needs.
Level 2: Controller
Our proactive Controller service partners you up with an experienced Everest partner and support team who will work with you to help guide your business to success. Our Controller services provide you with experienced support for tax returns, strategic planning, accounts payable and receivable, and detailed forecasting – all at the fraction of the cost of a full-time Controller. We can also assist with more strategic cash flow management and dynamic forecasting. If you’re ready to scale, this kind of dynamic forecasting is a critical component of your future growth.
Level 3: Transactional
Our Transactional service provides you with traditional accounting services such as preparing your monthly financial statements, including balance sheets, industry financial comparisons and more. At this point, we’re not just assisting you with tax returns, but also with more strategic planning. We’re not just a team of bookkeepers and accountants; we’re virtual CFO solutions experts who can lay a solid financial foundation to help your business accelerate.
Contact our team to discuss your needs and find out how we can help grow your business.
Meet Us
Additional Services
In addition, we offer the following a-la-carte services:
- Paying bills (accounts payable)
- Invoicing clients (accounts receivable)
- Payroll management
- Business and personal tax returns
- Credit card receipt tracking
- Cash flow management
- SMSF property
- Auditing
- Invoicing clients (accounts receivable)
- Payroll management
- Business and personal tax returns
- Credit card receipt tracking
- Cash flow management
- SMSF property
- Auditing
- Paying bills (accounts payable)
Discuss Your Requirements Today
Call Everest Tax & Property today on (03) 9467 3844 or contact us online to enquire about our exceptional CFO consulting services and discuss your requirements.