CFO
Partner Program
OUR SIGNATURE PROGRAM FOR YOUR FINANCIAL EMPOWERMENT
This is where the magic happens!
We’ll partner on your journey with clear strategic direction, ongoing coaching & tailored financial insights linked to your goals.
Actionable Business Planning
A genuine plan for you & the business.
A partnered workshop structure to define your purpose, vision & business goals within an actionable plan for clear strategic direction & organisation alignment with a final output of real actions that you can start doing tomorrow!
Bookkeeping Optimisation
Optimise the structure & usage of Xero so your numbers make sense to you & ATO.
We review & fix up your existing Xero data as well as customise categories & segments to best inform business performance & future decisions.
Financial Insights
Goodbye slabs of accountant spreadsheets & hello visualised financial insights tailored & evolving as you move.
With a dedicated CFO Partner holding you accountable, you will get best practice financial understanding of your business’s performance, position & projection.
Partner Sessions & Coaching
Financially informed CFO Partner sessions tailored to your business goals. This is where the magic happens. We look back at past performance, ahead to future direction, pivot to model potential scenarios & coach you for financial empowerment in digestible pieces.