A Virtual CFO can make all the difference.

  • Saving You Money: We can start immediately, meaning you save a significant amount of time. Saving on a crucial resource such as time is equal to saving money.
  • Flexibility: The resilience of this service provides you with access to tailored services your business needs. That means you also have the luxury of tapping into the service in accordance to your need.
  • Access To Skill And Experience: Our experience in various industries and will add tremendous value to the growth of your business.
  • Better Results: Drawing from our experience, we will mostly likely already be familiar with the common problems your business encounters and can easily provide solutions.
  • A New Perspective: We can introduce a new perspective to solving different issues – an attribute which your business can greatly benefit from.

Read through our services below, or use the menu on the left to navigate through more in depth detail.


Take your business to the next level with strategic CFO services. Our team of Financial Experts are helping businesses to plan, strategise, automate and create sustainable growth.

As your business grows, you’ll need more support. Often it’s a feeling of knowing you need help, but not being able to say exactly what with. We hear this from our virtual CFO clients a lot.

You’ll go from feeling like you can’t achieve your growth to knowing what to focus on — from worrying about money to knowing your funding options. And we will be there every step of the way.

Whether you need a part-time or Virtual CFO, our CFO services is what your business needs. We handle all the duties of a Chief Financial Officer and monitor the financial health and well-being of your business at a fraction of the cost.



With both business and financial understanding, we help you to build a strong and controlled internal financial structure for your company that minimises risk and increases efficiency. Using accounting information systems, our insightful CFOs manage your company financials from cash flow to compliance. Our aim is to help you accomplish a complete business practice enabling you to focus on doing business.


In a dynamic market, we will assist your business to use streamlined systems, processes and dashboards to achieve operational efficiency , enabling our CFOs to help you strategically plan the profitable innovation and growth of your company. Our aim is to help you achieve sustainable growth in your business’s performance in the best possible way.


As an already successful company, our experienced CFOs help you to further understand and unlock your business’ true value, gain access to funding and investments, analyse, target and win the best deals, consider regional, national and global expansion, and lead the increase and acceleration of your revenue streams with sophisticated insights and high performance business models and strategies. Our aim is to help you achieve reputable and distinctive business eminence.

A dedicated CFO will be your business partner in taking your business to the next level.
Don’t like being boxed in? Contact us to see how we can tailor a solution that fits your company like a glove.



Cash flow is the lifeblood of any company. As founders, you need to have a deep understanding of cash flow. We utilize top tools and approaches to help you plan and forecast business cash flow. In times of excess, cash can be invested smartly. When a shortfall is on the way, you can identify it well in advance and take the necessary steps now to avoid it.


We will assist you in drawing up a business model and finance strategy and introduce you to a network of potential suppliers and partners to increase the sustainability of your business. Using our approach of 90 Day Planning, we help drive your growth agenda forward with active involvement in the execution of strategy for you scale up company.


We analyse your revenue and cost streams and identify areas that are not running efficiently. All fixed and variable costs are reviewed to help your business run at maximum capacity. Optimise your business model by increasing revenue streams and minimising related cost so that you can focus on investment and growth.


The on-going financial decisions that are part of operating a business have an impact on your resources and success. Whether you need to decide on buying versus renting your premises or machinery, or when to employ someone new, we can help you identify all the quantitative and qualitative variables and implications so you can make an informed decision that is right for your business.


We identify deliverables and set up proper systems for management and board reporting. We will then review these accounts on a monthly basis along with management to identify financial and cash flow risks and to set goals for figures and ratios. We will also give advice on ways to save money and optimise revenue. Live access to financial information is a game-changer for founder teams.


Our tech-savvy team is perfectly equipped to help automate your finance function. From standard operating procedures to the integration of various general and industry specific cloud tools, we help founders build the perfect tech stack to support the running of their business and finances, saving time and adding value.


We analyse your accounting system, and proper training is given to your accountant in all aspects of best practice financial management and financial reporting standards.


Additional services such as compilation of financial statements, audit readiness engagements, and financial plan set-up and review, and financial due diligence are also available. Whatever your financial advice and management needs are, we are here to help.



Having your financials up to date is key to getting into corporate and government supply chains and to access new business opportunities. Let our financial statement experts help you set up professional financials in accordance with the latest reporting standards.


Leave the taxes to us whilst you focus on business. As registered tax agents with the IRD, we can handle all the tax compliance including GST Returns, Income Tax Returns, PAYE, FBT etc. We even liaise with the IRD on your behalf.


Our outsourced bookkeeping and accounting solutions have established yet flexible procedures to ensure that the hassle free delivery of tasks on-time everytime. With our cloud solutions you can have your business information in real time.


Our payroll services ensure that your employees are paid correctly in accordance the employment laws. We also ensure that all the IRD Payroll compliance needs are met such as payday filing.


Being in control of your budget and planning ahead is a big part of ensuring the next twelve months’ success. Our cloud accountants will help you budget for and track that success.


We help present numbers that “speaks” to the stakeholders by customising and enhancing your reporting to make it more interesting and still not lose what it’s trying to convey. We can present financial and non-financial data together to give depth to what your report is trying to communicate.

Accounting & Tax Solutions

Ensuring that day-to-day, monthly and annual accounts are accurate & reflective of performance.

Reporting & Insights

Creating insightful reporting including trends and variance analysis. Attending board meetings.

Strategic Advice

Creating strategies and identifying opportunities for profit improvement and business growth.

Projections, Budgeting & Forecasting

Modelling financial projections, budgeting / forecasting and cashflows.

Process/Systems Improvements

Identifying & streamlining processes and systems improvements.


Other Services

Capital Raising & Tenders

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

Research & Development Tax Credits​

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

Business Plans & Due Diligence​

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

Frameworks, Improvements & Change

> Expert Financial Guidance

> Startups and Growing SMEs

> Essential To Scale Up

> Support That Suits You

> No Lock Ins or Surprises

> Cost Effective

> Regular Meetings

Concepts and Framework Development

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

Beyond Financials - VCFO

Cashflow Modelling & Management

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

Financial Analysis & Insights

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


Our Virtual CFO Services Will Help Your Business. Contact Us Now.

Beyond Financials - Business Advice Large



We are adaptable and deliver information in a digestible & clear way to boards, stakeholders, managers, and teams by building strong relationships. It is not always easy presenting information that people do not want to hear.

This is where we step in to challenge, coach and motivate. At Beyond Financials we take your business information, order and assess it and present the findings to the right audience in a meaningful way. We are the ‘translator’ between your finance department and your operations teams.

Our commercial insight and experience, analytical skills, ability to build relationships, communicate effectively and ability to persuade is our contribution to the success of your business.


At Beyond Financials we join financial & non-financial information to provide you with insights into both the historical and future insights of your business, keeping industry trends, and competitor dynamics in mind.

Our aim is to inspire your business, managers, and team to understand and make use of the insights, reporting, and information supplied. We focus on shareholder value, return on capital and profitability.

We assess and recommend effective commercial procedures or initiate change to ensure key operational, commercial, financial and non-financial targets are met. We analyse, provide insight, help you plan, support implementation, and report the results.


As your Finance Business Partner, we actively influence your business decision, assist in shaping strategy and the direction of your business.

We are commercially aware, understand and anticipate the needs of both operations and management. Our strong business skills allow us to influence, provide stakeholder management and delivers insightful presentation clearly communicating the challenge in front of you and the way forward.

Business value is created through knowledge, intellectual property, collaboration and partnerships throughout the business. Our aim is to maximise shareholder value and return.

Beyond Financials - Xero
Beyond Financials - Power BI
Beyond Financials - Chartered Accountants


Beyond Financials - IRD Agency
Beyond Financials - Xero


Beyond Financials - Power BI


Beyond Financials - Chartered Accountants

Chartered Accountants Australia New Zealand

Beyond Financials - IRD Agency

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