Dedicated CFO
Our Virtual CFO services go beyond conventional financial support; we embed ourselves seamlessly into your business, working side by side with your CEO to optimize financial performance, ensure regulatory compliance, and strategize for sustainable growth.
With a focus on delivering personalized financial strategy, expert advice, and tailored recommendations, our team of seasoned professionals is committed to enhancing your business’s overall financial health. This addition to our suite of services complements our existing business coaching offerings, providing a comprehensive approach to fuelling your business success. Partner with us to elevate your financial game and steer your business towards lasting prosperity.
Cliff Sneider will lead these new initiatives
Cliff is an experienced Chief Financial Officer with 35+ years experience in financial operations within SMEs. He has successfully implemented governance and fiscal controls including budgeting, forecasting, cashflow and working capital management, product costing and margin analysis to influence operational decision making in Supply Chain, Marketing & Sales. Mergers and acquisition: Assist with negotiations, and concluded material terms and conditions of transactions. Lead detailed due diligence, complete operational integration of merged or acquired entity with existing businesses.
Service Offering
- Monthly P&L, accounts payable and receivable
- Monthly performance review including Dashboards with KPI’s
- Monthly reporting pack incl. forecast cashflows
- Key metric and KPI reporting (working with your systems)
- Monthly meetings on forecast cashflows
- Updating of forecasts
- Rolling 12-month cashflow forecast
- Monthly analysis of actuals and performance against budget for Board reports
- Review of all statutory compliance obligations
As a business owner, we understand that you naturally want to see an increase in your bottom line. With this in mind, our virtual CFO services are designed to help new or existing businesses improve their viability, increase their income, and create a more synergistic workflow. A virtual CFO will take charge of the financial side of your business so you can focus on what you do best — sales, product and marketing!
With an outsourced CFO acting as a leader in your company, your business can start to enjoy improved sales and profit, better cash flow management, and true growth in both efficiency and value.