Our Services

Underpinning all our services, is a culture of ensuring client value. This means really understanding your business and supporting your business by acting as your trusted business partner.

Reporting, Strategy & Guidance

Accounting & Reporting

Ensuring that day-to-day, monthly and annual accounts are accurate & reflective. Creating insightful monthly reporting including variance analysis.  

Board Reporting

Creating board/investor/special purpose reporting packs including financial / non-financial metrics and KPI's including commentary. Attending Board meetings as necessary and discussing operational and non-operational items.

Financial Analysis & Insights

Analysing financial performance coupled with non-financial data. Converting data into information. Gaining and presenting valuable insights and analytics in an easily digestible format.

Cashflow Modelling & Management

Analysing cash and non-cash movements. Explaining cashflow movements. Identifying key cashflow levers and creating cashflow plans.

Budgeting and Forecasting

Customised budgeting and forecasting modelling based on operational and non-operational key business drivers. Rolling forecast models and comparative analysis. Helping create strategic budgets and forecasts.

Profit Improvement

Helping create strategies for profit improvement and business growth. Identifying opportunities, cost savings measures and process/system improvements to increase efficiencies. Helping small & medium businesses grow into large businesses.

Startups, Investments & Tenders

Business Plans & Due Diligence

Creating business plans to meet strategic or funding requirements. Completing due diligence on new ventures, mergers or acquisitions. 

Capital Raising & Tenders

Formulating capital raising and investment packs for prospective investors.  Writing RFI and RFP documentation in line with requirements. Performing end to end business cases and proposals.

Frameworks, Improvements & Change

Process/Systems Re-engineering & Improvements

Identifying opportunities for process and systems improvements. Streamlining without compromising effectiveness and accuracy. Creating actionable business plans / lean canvases. Reviewing business plans submitted by the business.

Change Management

Helping create frameworks for cultural change or providing support through a period of business change.

Concepts and Framework Development

Formulating business frameworks for accountability, efficiency, internal control, risk assessment. Helping make strategies and concepts come to life.  

  • 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
  • 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
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.

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.

Get Your Business On The Path To Success

Partner with a team of industry leading Part-time / Virtual CFO's.

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.

Let's Chat
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.