CFO SERVICES

The Bridge Between Accounting and Decision Making

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

As your experienced and trusted CFO, we offer financial insights and guidance on all business decisions and issues.

Our clientele range from the start-ups to established public listed companies across both commercial and charitable sectors.

  • 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.

OUR SERVICES INCLUDE:

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​

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

Financial Analysis & Insights

Analysing financial performance coupled with non-financial data. 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.

Profit Improvement & Growth

Helping create strategies and identifying opportunities for profit improvement and business growth.

Startups, Investments, Tenders & SAAS Businesses

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 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.

Frameworks, Improvements & Change

Process/Systems Re-engineering & Improvements

Identifying opportunities for process and systems improvements. Streamlining without compromising effectiveness and accuracy.

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.

Beyond Financials - Business Advice Large

WHAT SETS US APART?

RELATIONSHIP | INFLUENCE | COMMUNICATION

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.

STRATEGIC INSIGHTS

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.

EFFECTIVE & TRUSTED PARTNERS

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’s Virtual CFO service has helped me and the board gain confidence in our numbers. The budgeting and forecasting is more robust with Beyond’s modelling and insights.”

James Sampson
Director/Founder, FileInvite Ltd

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OU PARTNERS:

Beyond Financials - Xero

Xero

Beyond Financials - Power BI

Microsoft

Beyond Financials - Chartered Accountants

CAANZ

Beyond Financials - IRD Agency

Inland Revenue Department

Beyond Financials - Xero

Xero

Beyond Financials - Power BI

Microsoft

Beyond Financials - Chartered Accountants

Chartered Accountants Australia New Zealand

Beyond Financials - IRD Agency

Inland Revenue Department

RELATED CASE STUDIES

  • FileInvite
  • ChiroMotion - Chiropractors
  • Fairfax Media
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