CONTACT US

Email:      swalker@cfodirect.com.au
Address:  PO Box 5454
                 Falcon WA 6210
Phone:     0408 014 389

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Services

BOOKKEEPING

 

We provide a range of Bookkeeping Services direct to you, as little or as much as you require. Our Bookkeepers are also fully qualified accountants so we tend to typically see things in your business a little different than a bookkeeper and still only charge you the going rate for a bookkeeper. We  provide an unparalleled focus on your business requirements all the time we work, either on site or in the cloud off site. With our relationship you avoid the costs of employing in-house staff and yet we are contactable 24/7!

Our rates are calculated on the size of your business and your requirements (the scope). Just ask us for a general estimate or invite us to meet with you and we will spend a few hours in the business tailoring our services more to your specific needs, obligation free. Once we agree the rates with you, we lock these rates in for 12 months so there are no surprises. If you do require extra work or wish to increase our scope you just ask and we will provide a quote. If you do not like the service we provide you may at anytime opt out of our agreement by providing us with 3 months notice. Our rates a very competitive. All our work is reviewed monthly by a qualified CFO which is included in our one fixed fee. A CFO report, based on the review, is also available on a quarterly basis.

What do we do:

  • Payroll/AP/AR/Reconciliations/Banking/Invoicing/Purchasing

  • Registered BAS Agent

  • Budgets/Forecasting

  • Cashflows

  • Business Performance Reviews

  • Develop Enhanced Reporting Techniques

  • Business Systems Integration

  • Funding acquittals (NFP)

  • Preparation and presentation of monthly, quarterly and annual financial reports

  • Consolidations

  • Asset register maintenance

We are experienced in Xero, MYOB, Quickbooks and Triumph systems. We hold qualifications in accounting and bookkeeping.

Chief Financial Officer (CFO)

Engaging with our CFO's in a 'virtual' or part-time basis is cost effective. The Chief Financial Officer is a highly skilled finance executive who works alongside CEO's and business owners advising on and crafting strategies that will enhance business performance. Every action a business makes has a financial consequence (positive or negative) to its bottom line. It's the job of the CFO to understand this financial relationship to business activity. It's also the job of the CFO to develop and collate 'counts' both financial and non-financial, the data/metrics that an organisation must maintain and analyse against business and industry performance forecasts. Together with the CEO the CFO helps build and maintain the financial stability and sustainability of the business.

We like to think that our soft innovation approach provides a difference by offering a service that ‘nudges’ an organisation to do better, even if it leads to changing behaviours (which is often the solution). For an added cost or entirely separate, the client has the opportunity to work more closely with a CFO to undertake:

  • Specific project work – budgeting/forecasting, business case development/review for a specific project/undertaking, funding reviews, funding/financing negotiations, strategic alignment of finance function

  • In depth analytics – unit costing, activity based costing, investment, business performance, cash flow, long-term sustainability and solvency

  • Mentoring/Coaching of finance team and/or CEO and Board on building financial acumen across the organisation

  • Compliance and Contractual reviews

  • Organisational Risk Reviews

  • Developing preferred supplier arrangements

  • Developing more effective, efficient, timely, meaningful and relevant management and board reporting processes at month-end, quarterly and annually including development of enhanced board reports

  • Development of Board Governance policy & practices

  • Understanding/Assessing competitors and dealing with Disruption

  • Creating Disruption and identifying business opportunities

  • Review of banking and other financial funding arrangements

  • Review of business practices and associated processes for all finance and associated functions.

  • Review of business lifecycle stages: doing more of, doing less of, stop doing or start doing.

  • Scenario building for financial robustness for future challenges – creating foresight

  • Mergers & Acquisitions