Our remote/virtual CFO package is ideal for small to medium sized business or not-for-profits that require a monthly or weekly review of the financial performance and key performance indicators. We provide simple and easy to understand analysis of where the business is travelling, where there might be areas of improvement and how best to utilise the organisation's assets.
Business development and brand development
We are available to assist Australian companies with brand/business development.
Due-diligence on ASX companies
We conduct due diligence on ASX companies for potential investors and other global clients. These projects involve detailed analysis and evaluation of company, strategy, ESG compliance, board experience, liquidity, investor engagement, ASX releases and value drivers.
European investor relations
We have developed extensive networks in Frankfurt and Europe to assist ASX dual-listed companies engage with European and global investors.
Not for Profit Organisations
We currently assist a number of not for profit entities through audit and assurance services, management accounting, bookkeeper supervision, and monthly board reporting.
A recent project involved assisting a large not for profit entity upgrade their MYOB software to Premier Enterprise (allowing access through terminal services), introducing the Standard Chart of Accounts and also utilising ‘categories’ for more effective divisional reporting and implementing new financial reporting structures.
We have experience in assisting companies and business owners restructure in times of financial hardship. We have experience with debt negotiation and restructure and rollovers into a new entity together with partial sale and disposal of business segments.
We are available to advise on the appropriate entity for growing a business and provide assistance on organisational structure and strategy implementation. A recent project include implementation of new financial management systems, restructure of organisational reporting and hierarchy, sale of part of business and implementing new models of financial reporting and performance evaluation.
MYOB, Xero and Quickbooks
We have expertise with both Xero and MYOB. We can advise on the most appropriate cloud based accounting system and then manage the implementation. For law firms we bring expertise in LEAP and Action Step.
A recent project involved a strategic review the current financial management system and reporting to the board of directors on our recommendations for a new cloud based accounting system with a cost/benefit analysis and executive summary.
We are passionate about helping small to medium sized enterprises grow and achieve their full potential.
Mentoring is an important tool for business owners and management to achieve goals, build a business and to offer a fresh perspective.
A great mentor will ensure the business has a sound, focused strategy with a clear, coherent direction and an enthusiastic and passionate leader. We look at the overall business purpose and then define strategy and then assist in the creation of values based goals for management and staff and assist in the monitoring and performance target evaluation process.
Forensic Accounting and Due Diligence
We assess damages and provide expert reports in the areas of professional negligence, contract disputes, royalties and other entitlement matters, solvency issues, business valuations and director and shareholder disputes. We are available to provide expert accounting reports for family law matters including business valuations, assistance with financial statements, investigation and analysis of financial accounts and MYOB & Xero data file analysis and review.
A recent project involved a large due diligence assignment for a business acquisition. We were able to complete this project with a client in Australia from our Frankfurt office due to cloud based accounting software and cloud storage of all key documents.
Assistance with diuspute negotiation and resolution
With additional qualifications in win/win negotiation techniques, dispute resolution, we are available to assist in achieving positive win/win solutions to any contract negotiation or dispute resolution.
We have strong relationships with quality tax agents and we work with them to provide the best accounting and taxation solution to our clients.