No two
businesses
are the same

TELL US ABOUT YOURSELF & WE'LL SET YOU IN THE RIGHT DIRECTION

Our amazing clients usually
fit into one (or a mix) of four categories.

Early stage - systemise me; Xero Set Up & Training

EARLY STAGE
systemise me!

    • Small business just getting started

    • Hobby idea that now looks like becoming a business

    • Keen to invest in setting up best practice systems

    • May want to do books yourself but would like to be shown how & have safety net support to call on

    • Annual turnover $0 - $250k (guide)

    • Set up Xero

    • Set up paperless books process

    • Train you for DIY Xero

    • Review, fix & optimise your Xero

    • Register with ATO for GST or PAYG Withholding Tax (employer)

    • Quarterly review of your books

    • Quarterly BAS lodgement

XERO SET UP
Steady - get me in control; Bookkeeping & Compliance

STEADY
get me in control!

    • Established business operating + 1 year

    • Struggling to stay on top of your books & want to feel in control

    • Getting lost with BAS timing & cash flow obligations

    • Possibly have multiple employees

    • Want to improve understanding of business financials

    • Annual turnover $250k - $1.0m (guide)

    • Review, fix & optimise your Xero

    • Ongoing books up to date & accurate

    • Ongoing list of bills to pay by due date & bank batch file for you to pay in one click

    • Ongoing pays processing (inc STP) & bank batch file for you to pay in one click

    • Ongoing payments of super through Xero each pays cycle

    • Monthly lodgement of IAS

    • Quarterly lodgement of BAS

    • Annual lodgement of TPAR

    • Quarterly financial reports

    • Ongoing financial perspective to boost your financial understanding & confidence

BOOKS & COMPLIANCE
Growing - give me clear direction; CFO Partner

GROWING
give me clear direction!

    • Growing or developing business

    • Want to go to the next level to support work & life goals

    • Want to get off the spinning “work harder” wheel & “work smarter”

    • Want to better understand financials to inform business decisions

    • Want to plan for the future & proactively drive the business direction

    • See the value in scalable, specialised support to help your business take the next step

    • Typically have multiple employees

    • Annual turnover $500k - $1.5m (guide)

  • This is where the magic starts to happen!

    • Review, fix & optimise your Xero

    • Annual actionable business planning workshop

    • Annual forecast

    • Ongoing cash flow scenario planning

    • Monthly financial insights

    • Quarterly CFO partnering sessions looking back/forward

    • Ongoing business owner coaching

    • Dedicated CFO partner

CFO PARTNER
Purpose Driven - boost our impact; Bespoke CFO

PURPOSE DRIVEN
boost our impact!

    • Not-For-Profit or Purpose driven organisation

    • Have multiple stakeholders requiring quality financial information (e.g. Board, CEO, team leaders, funding bodies, government bodies, etc)

    • Typically have internal finance, bookkeeper, and or admin staff

    • Want to improve financial smarts & control across the organisation

    • Want to develop a consistent month end reporting process

    • Want to plan for future risks & opportunities

    • Annual turnover $2m - $10m (guide)

    • Co-design & lead full month end reporting cycle

    • Tailored, purposeful reporting at Board, CEO & Project levels

    • Monthly financial review sessions looking back/forward

    • Leading of full annual budget process

    • Forecast scenario planning

    • Ops team finance training & empowerment

    • Financial policy support

    • Process improvement

    • At call strategic financial advice

    • Mentoring of internal finance staff

    • Backup for internal bookkeeping absence

    • External annual audit process support

BESPOKE CFO