Chief Financial Officer Services Package

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.