Services

Here at The Digital CFO we are about making your life easier. So, I have created a few starter packages of ideal services that I can provide to help bring financial happiness back to your life.

They can all be modified to suit your business because in small business there is no one size fits all approach! If you don’t need a particular service then lets chat and talk about what you do need and get it right for you!

Essentials                                                            starts from $400 per month

  • Bookkeeping
  • Accounts payable
  • Accounts receivable
  • Bank reconciliations
  • Receipt Bank or HubDoc
  • Payroll functions
  • BAS
  • One Page Basic Monthly Report

Savvy                                                            starts from $800 per month

  • Essentials plus
  • Basic cash flow analysis
  • Detailed monthly P&L report analysing business performance
  • Balance Sheet reconciliations on major accounts
  • Prepare a 12 months budget based on business goals
  • AR Management
  • Monthly review to discuss financials
  • Liaise with tax accountant and other stakeholders per annum

Advantage                                                          starts from $1100 per month

  • Savvy plus
  • Cash flow forecasting
  • Creation of industry specific KPI’s
  • Profitability analysis
  • Profit centre reporting
  • Business planning
  • Monthly review to discuss financials and action plans to undertake
  • Assist with year end audit and review

Health Check                                                     price on application

The Business Health Check is a combination of one or all of the below. You might have a particular area that is frustrating you and you need some assistance. Or, perhaps you just need a chat about your business. Either way together we can find a solution.

  • Review of total business operations and tailor a solution specific to the client
  • Determine the overall goals of the business owner
  • Include all necessary stakeholders
  • Process efficiencies
  • System review – Accounting, POS, eCommerce etc
  • Sales strategy by outsourcing sales and marketing
  • Supplier review
  • Expense review
  • Labour review
  • Inventory analysis
  • Business risk review and analysis
  • Insurance needs
  • Business planning

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