Advisory & CFO
CFO & virtual CFO services
A virtual CFO gives you a senior finance person’s support without hiring one full time. Business Mantra Accountants helps with budgets, forecasts, cash flow and the numbers behind your decisions.
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Business Mantra Accountants
Chartered accountants and business advisors
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Who it’s for
Growing businesses
Businesses that need better financial information to grow.
Owners making big decisions
Owners considering expansion, finance, hiring or new products.
Businesses with cash flow pressure
Businesses that need to plan cash more closely.
What’s included
Budgets and forecasts
Profit and cash flow forecasts you can manage against.
Regular reporting
Monthly or quarterly reports with the measures that matter to you.
Decision support
Working through the numbers for major decisions.
Financial strategy
Pricing, margins, funding and growth plans.
How it works
Review
Your current figures, systems and goals are reviewed.
Set-up
Budgets, forecasts and reports are set up.
Regular meetings
You meet regularly to review results.
Adjust
Plans are updated as the business changes.
Good to know
Good records first
CFO support needs up-to-date books. My Biz Books can help keep them current.
Questions
Can’t find your answer? Ask us and we’ll pass your question to the right business.
Insights
Guides from the group’s specialists
Advisory & CFO
The Power of Integrated Advisory: How Connected Finance, Migration, and Workforce Support Accelerate Business Growth
How tax, bookkeeping, super, insurance, hiring and visa decisions affect each other, and what changes when your advisers work from the same information.
Business Mantra · 4 min read
Next step
Ready to talk aboutCFO & virtual CFO services?
Tell us a little about your situation and we’ll pass it to the Business Mantra Accountants team.
