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Delivering Virtual CFO Services

  • Date: 2023-03-29
  • Webinar Video URL: https://youtu.be/R_3l_e2NSh0

Wednesday, 29 March 2023 at 11am AEST (12pm AEDT)

To effectively deliver a virtual CFO service, the accountant will need to understand the firm’s vision.

The product package which ESS BIZTOOLS has developed will assist you to undertake a due diligence review, so that you clearly understand the leadership team’s vision for this business.

This webinar will highlight the following:

  • The key document that should reflect the vision is the business plan and we recommend that you read the current business plan, then evaluate what is happening at present in order to work with the leadership team to develop an updated business plan.
  • Predictive accounting reports are a key part of this process and they should be the financial interpretation of what is contained within the business plan, prepared in three documents: budgets, cash flow forecasts and projected balance sheets.

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