ACCESS YOUR OWN CFO

Whether you need a full Virtual CFO service, specialist financial advisor or a trusted business partner, we will be an invaluable partner to you and your business. Our Virtual CFO solutions are comprehensive and customised to your needs. 

Beyond Financials' Virtual CFO solutions cater for businesses of all sizes and we service clients across New Zealand. We handle all the duties of a traditional CFO and monitor the financial health and well-being of your business. As your trusted business partner, we offer financial insights and guidance on all company decisions and issues.

ACCOUNTING, REPORTING  & TAX
  • Financial and management accounting & reporting including analysis
  • Financial compliance including GST returns, Income Tax returns and other tax returns
  • Designing and building budgets and forecasts
  • Managing your finance and admin staffs (if required)
  • Being your trusted financial and tax advisor
STRATEGY, GROWTH & IMPROVEMENT
  • Discussion and development of strategic business plans
  • Helping formulate internal controls and corporate governance policies
  • Designing or suggesting accounting platforms, reviewing and improving systems and procedures
  • Systems agnostic - we can work with whichever accounting system you have or even if you do not have one
MEETINGS, GUIDANCE & ADVICE
  • Regular meetings and on call service
  • Listening and working with you around anything business
  • Liaising with key professionals such as banks, lawyers and insurance companies on your behalf
  • Anything and everything else business related
ACCOUNTING, REPORTING  & TAX
  • Financial and management accounting & reporting including analysis
  • Financial compliance including GST returns, Income Tax returns and other tax returns
  • Designing and building budgets and forecasts
  • Managing your finance and admin staffs (if required)
  • Being your trusted financial and tax advisor
  • Regular meetings and on call service
  • Listening and working with you around anything business
STRATEGY, GROWTH & IMPROVEMENT
  • Discussion and development of strategic business plans
  • Helping formulate internal controls and corporate governance policies
  • Designing or suggesting accounting platforms, reviewing and improving systems and procedures
  • Systems agnostic - we can work with whichever accounting system you have or even if you do not have one
  • Liaising with key professionals such as banks, lawyers and insurance companies on your behalf
  • Anything and everything else business related

GET YOUR BUSINESS ON THE PATH TO FINANCIAL SUCCESS

Partner with a team of industry leading Virtual CFO's who will streamline your financial performance and business objectives.

TRUE BUSINESS PARTNER 

Beyond Financials empowers business owners, managers and individuals to ask the right questions to truly realise the potential of their business.

We are proactive, flexible, objective and independent.

We go beyond numbers!

Analysing trends and opportunities, suggesting pathways and formulating strategies supported by numbers is something we excel at.

As your true business partner, we combine financial and non-financial information, and present a complete picture of your business.

STRATEGY & 
GROWTH

Our Virtual CFO solution supports business owners in developing both high level and detailed strategic business plans.

Budgeting with regular forecasting is essential for effective cash flow management and maximising investments. It is also important in highlighting variances in plan versus performance.

We provide strategic insights based on industry and economic trends, keeping competitor dynamics in mind.

We keep your business on track to achieve key milestones without losing sight of future innovation.

CUSTOMISED & ENHANCED REPORTING

Our Virtual CFO solution goes beyond numbers.

We provide reporting which allows visibility into the future, this is vital to the success of any business. Timely reporting does not only provide historical trends but allows you to see the future trends of your business.

We understand looking at pages of numbers is not the most riveting time at board meetings.

Combining financial and non-financial data gives reports the depth and emphasis on the core communication points.

INTERNAL CONTROLS & RISK MANAGEMENT

At Beyond Financials we support businesses and its executives to mitigate risk by having internal controls in place.

In an environment of increasing emphasis on corporate accountability, accurate and transparent financial reporting, along with appropriate internal control systems are crucial to an organisation's sustainability.

We assess, design and implement robust and approved procedures to ensure accurate, reliable and transparent financial information and improves shareholder perceptions.

Beyond Financials_Why You Need A Virtual CFO
WHAT IS A VIRTUAL CFO?

Timely, accurate and meaningful information readily available means real-time advice for important business decisions.

Virtual CFOs leverage knowledge and technology to provide strategic planning, budgeting and forecasting, exploring funding options, helping business owners and board members to understand their financials and industry KPI’s to predict performance.

Beyond Financials_What Is A Virtual CFO
5 REASONS WHY YOU SHOULD HIRE A VIRTUAL CFO

In an ever changing, complex and dynamic environment, businesses are leveraging opportunities to develop and improve customer experience and new business models driven by digital technologies.

The rise of digital technology offers a unique opportunity to transform finance departments and CFO expectations.

Beyond Financials_ Virtual CFO Key to Grow Your Business
KEYS TO IMPROVE AND GROW YOUR BUSINESS

Hiring a virtual CFO can help you through business acquisitions, cashflow challenges, budget and forecast setting, suggest strategy on growing sales and implement savings.

A virtual CFO can spend as much time in your business as you require and help you to set up the best processes and procedures to improve efficiency.