Virtual CFO

Virtual CFO

Improve your performance and profitability!  Our Virtual Chief Financial Officer gives you an accountancy service, plus strategic planning and goal setting, implementation of financial systems and controls, monitoring and support plus monthly meetings from as little as  $500 per month.

Are you running a good business but don’t seem to be making any money?

If your business seems to be doing well on the surface, but you are struggling to keep on top of the bills or by the time you have paid your suppliers, wages, rent, taxes etc there is very little left to show for your efforts then you need a CFO!

A CFO  is a finance expert who can assist you to maintain control of your business finances and improve cash flow and profitability. All big successful corporations have one; however this level of expertise has been beyond the reach of smaller businesses until now.

Wise Advice is offering a Virtual CFO service which allows you to get the benefits an experienced CFO for an affordable fixed monthly fee.

The Virtual CFO package includes:


Implementation of Accounting Systems Set your business up on Xero. There are no additional software or training costs. The system is easy to use and accessible live on line 24 hours a day. It also links directly to your bank account thereby reducing manual entering saving you time and money.
GST Returns GST returns are prepared by professionals with a system that fully complies with Inland Revenue requirements.
End of Year Accounting Preparation of end of year financial statements and filing returns.
Tax Forecasting Forecasting tax enables you to plan and save for it, while minimising interest and penalties on underpaid tax
Business Analysis Provides a benchmark from which to measure actual results and identifies areas for improvement and opportunities for development.
Strategic planning 



We work with you to set goals and provide a strategic plan and direction for your business. This includes preparing a financial plan, forecasts and setting KPI’s. 

 

Monthly Reporting Monitor Performance and provide current data on what is happening financially in your business. Includes profit and loss statements, balance sheets, cashflow and income statements.
Monthly Meetings Regular meetings with owner and managers – focus on profit and cash flow improvement. This enables your business to take any necessary corrective action sooner rather than later and have up to date information and reports on which to base decisions.
Unlimited support We offer unlimited telephone and email support
Contact us today to set up a free no obligations appointment to discuss how Wise Advice can help give your business the competitive edge.