Chief Financial Officer Services

The product package will assist your firm to deliver an outstanding Chief Financial Officer service to clients who want to have a closer involvement with their accountant as a VIP adviser.

About This Package

Many SME operators (especially with turnover of $2.5M plus) are seeking an accountant who is aware of a broad range of commercial issues who can proactively supply an enhanced service as a Chief Financial Officer.
This product package will assist you to supply a service to take your client to the “next level” and “add value” to their business.

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Package Content

The Chief Financial Officer Services Product Package is coordinated by the “Procedure Control Form”.

Quotation and Proposal
Financial Functions
Commercial Functions
Business Performance and Growth
Company Secretarial
Retail Businesses

Trade Businesses
Manufacturers
Professions
Hotels/Motels Industries
Tourism
Contractors

Want To Know More?

The technology, communication systems and software packages now available enable accountants/business advisers to be able to deliver a Virtual Chief Financial Officer service to small/medium enterprises (particularly with turnovers over $2.5 million per annum) situated anywhere in Australia, irrespective of where the accountants/business adviser is located.

Over the last 15 years, the small business community has been asking, in survey after survey, for a wider range of commercial services to be made available to them.

The Chief Financial Officer Product Package gives accountants/business advisers the tools to be able to deliver an outstanding range of services to your small/medium enterprise clients who want to go to the “next level” and want “value” added to their businesses.

The package was developed following a review of advertisements for Chief Financial Officers, Chief Accountants and Finance Directors, which were placed for positions within listed public companies and major charities/not-for-profit organisations.

When these advertisements were analysed it was obvious that many of the duties that had been identified by these types of organisations also applied to small/medium enterprises. Unfortunately most small/medium enterprise organisations do not have skilled, full-time qualified team members responsible for activities like accounting, where as in a listed public company, in most cases they do.

From this research we have developed a series of forms, templates, PowerPoint slides and spreadsheets to assist accountants/business advisers to implement an appropriate range of Chief Financial Services that you have configured for the benefit of an individual client.