Virtual CFO Services
We see Your Businesses Financial Opportunities
You are good at what you do, your business is growing, you are thinking of selling and you want to maximise the sale price, or your business has hit a roadblock. You would love to have access to business financial advice, someone with this experience to consult with to help you grow or overcome the roadblocks and feel it is unaffordable and not sure what it would cost.
Everest partners have over 40 years of hands-on experience working with SME’s helping them grow and prosper. Everest partners bring their own personal experience to our services being involved in their own family business and understanding intimately the rigours of running a SME.
Our VCFO service is subscription-based and can cost as little as $250 per week. You know from the outset the cost and scope of the services we offer in this space.
Our Virtual CFO Service 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 are a growing business that needs professional business financial advice but cannot afford a full-time CFO costing you from $1750,000 upwards plus vacations, sick leave, and other benefits and oncosts. 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 $ million could engage our full service for as little as $250 a week, annually $78,000 a saving of at least $100,000 without compromising service as 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 service is available year-round, and we recognise that your business may not stop if someone is sick or on vacation. 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 service is available year-round, and we recognise that your business may not stop if someone is sick or on vacation.
You’ll have one distinct point of contact to enhance efficiencies such as time, money, and management. Our Virtual CFO Services are a perfect fit.
What do Virtual CFO Services include?
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 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 works 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 get into 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 experts in laying a solid financial foundation to help your business accelerate.
Contact us to discuss your needs and learn how our VCFO business can help grow your business.
Meet Us
In addition, we offer the following a-la-carte services:
- Business and Personal Tax Returns
- Credit Card Receipt Tracking
- Cash Flow Management
- SMSF Property
- Auditing
- Paying Bills (Accounts Payable)
- Invoicing Clients (Accounts Receivable)
- Business and Personal Tax Returns
- Credit Card Receipt Tracking
- Cash Flow Management
- Payroll Management
- Business and Personal Tax Returns
- Credit Card Receipt Tracking
- Cash Flow Management
- SMSF Property
- Auditing
- Paying Bills (Accounts Payable)
- Invoicing Clients (Accounts Receivable)
- Business and Personal Tax Returns
- Credit Card Receipt Tracking
- Cash Flow Management
- Payroll Management