Improve the performance and profitability of your business, with a Virtual Chief Financial Officer (CFO).

Are you running a good business, but struggling to make money?

If your business seems to be doing well on the surface, but you’re struggling turn a profit, then you could benefit from a Virtual CFO.

A CFO is a finance expert who can help you keep on top of your business finances, and improve your cash flow and profitability. All big, successful corporations have a CFO, but this level of expertise is normally beyond the reach of smaller businesses. Until now, that is.

With a Virtual CFO from Wise Advice, you can enjoy all the benefits of an experienced CFO, for an affordable, fixed monthly fee.

Your Virtual CFO package includes:

  • Implementation of Xero accounting system

    We’ll set your business up on Xero – the easy-to-use accounting system that’s accessible online 24 hours a day. Xero links directly to your bank account, reducing your workload and saving you time and money. There are no additional software or training costs.

  • GST Returns

    Your GST returns will be prepared by professionals, using a system that fully complies with IRD requirements.

  • End of Year Accounting

    Your end-of-year financial statements will be prepared and returns filed accurately and on time.

  • Tax Forecasting

    Forecasting tax enables you to plan and save for it, while minimising interest and penalties on underpaid tax.

  • Business Analysis

    Provides a benchmark from which to measure actual results, and identifies areas for improvement and opportunities for development.

  • Strategic planning

    We work with you to set goals and provide a strategic plan and direction for your business. This includes preparing a financial plan, forecasts and setting KPI’s.

  • Monthly Reporting

    We’ll monitor your performance and provide current data on what is happening financially in your business. Includes profit and loss statements, balance sheets, cashflow and income statements.

  • Monthly Meeting

    Regular meetings with owner and managers to focus on profit and cash flow improvement. This enables your business to take any necessary corrective action sooner rather than later, and have up to date information and reports on which to base decisions.

  • Unlimited support

    You’ll enjoy unlimited telephone and email support.

Contact us today for a free, no obligation appointment to see how a Virtual CFO could make your business more profitable.

711 Mt Albert Road, Royal Oak, Auckland 1023, New Zealand
64 9 639 1004 / 0800 30 40 40