PACKAGES
Our packages have been designed with consideration to both the needs of small business and cost effectiveness in mind.
Our Virtual CFO presence can be as often or as little with you like. Effective use of online accounting programs like Xero allow us to let you (or your bookkeeper) do the data entry but enable us to review your work, make changes and report to you promptly after the end of the financial year.
Our regular reports feature information on the profitability of your business to allow you to make decisions based on up to date information.
By using this service, your regular compliance work will be processed quickly and effectively. Priority service at year end will ensure you have your tax returns completed in a timely manner.
OUR PACKAGES
BRONZE PACKAGE
Not all businesses require monthly reports. The Bronze Package includes quarterly reports and an interim yearly meeting with your CFO. This budget package allows regular reporting with occasional feedback to ensure there are no ‘nasty surprises’ at year end. The interim meeting can be held in either January or April. This fixed fee package is specially designed for small business.
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SILVER PACKAGE
The Silver Package is tailored for business owners who need the Part-Time CFO on a less regular basis. All the other inclusions of the Gold Package are included in Silver. A specific, fixed fee package aimed at growing businesses (or those that want to grow!).
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GOLD PACKAGE
Our Gold VCFO Package is our premium service. This package is designed for the business owner who wants and/or needs a CFO on a Part Time Basis. This fixed fee service is specially designed for business owners who want their business to grow.
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CUSTOM PACKAGE
By choosing our Custom Package, you will be provided with financial advice tailored to your needs to help you achieve your aspirations for your business. Our Services can be hand picked to suit your own needs and requirements.
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Quaterly Review of Coding
Report Review & Commentary
Year End Tax Return (one entity only)
Year End Financial Statements (one entity only)
