Could having a highly skilled & experienced Virtual CFO as part of your management team help you to maximise both your business and personal returns & to live the lifestyle you desire?
Unfortunately, most companies with annual revenue under $50 million can seldom afford a full-time chief financial officer (CFO) even though they would love to have that high level strategic and financial expertise in their team.
But what if you could have a highly skilled & experienced Virtual CFO as part of your management team, for example, just 2 days a month at critical times, to finalise the monthly financial executive report & attend your executive committee meeting, and to provide ad-hoc assistance or advice at short notice when required..
The pro-rata annual cost for that could range from $24,000 to $50,000, depending on your specific requirements. That’s just $2000 to $4167 a month. Less than the cost of an administrative clerical person.
But, every business and industry are different. To ensure we provide maximum value, each engagement is tailored to meet the specific needs of each client.
So, rather than spending your time managing or worrying about your finances and cashflow, this would allow you to focus on doing what you do best, with the comfort of knowing you have a trusted and highly experienced financial advisor doing that for you.
Please let me know if you might be interested, and I’ll share the details
What Does a Virtual CFO Do?
The services provided will be tailored specifically to your needs but can include:
Providing all of the duties of a traditional CFO but works remotely and on a part-time basis.
In addition, most CFO’s have responsibility, or a significant input into other high level corporate processes, such as:
- board engagement,
- strategic planning,
- business growth plans,
- digitalisation initiatives, and
- as a trustworthy advisor and mentor to others in your organisation.
M&A is also one of their critical areas of focus, where they should play a major role in initial merger strategy, and merger integrations to define and achieve synergistic benefits.
They also work with the CEO and executive team to create the company’s post-merger transformation road-map.
The CFO has the information and expertise required to present a complete financial picture while tailoring the value story to each set of key stake holders—board directors, investors, bankers, employees, customers, and suppliers.
A highly skilled and experienced Virtual CFO, would be capable of taking responsibility for any, or all of the above activities
They will be proactive, results-orientated, positive, and happy to get their hands dirty and have the ability to make things happen.
That’s why more and more small and medium-sized companies are engaging a “Virtual CFO” Also sometimes called an “Interim CFO, and “Part-time CFO”
Why Choose Me?
So, if you have a growing business that can’t yet afford a full-time CFO, our Virtual CFO service could be just what you need.
That would allow you to focus on doing what you do best, rather than spending your time managing or worrying about your finances; with the comfort of knowing you have a trusted and highly experienced financial advisor doing that for you.
David is highly experienced at top-management level, with over 25 years’ experience at “C” level (CEO and CFO) in general management, financial and operational management positions in large corporations, mid- sized companies and new start-ups, in multiple industries, and in 5 countries.
As your virtual part-time CFO, David would work with your business on an “as needed” basis. So you only pay for what you need, customised to meet your specific requirements.
With a proven track record as a successful CFO and CEO, David has probably been there and done what you need help with right now, on a number of occasions during his corporate career in multiple industries.
Whether you require ongoing Virtual CFO services or just a one-off or occasional “Business health check” David can help.
But Do I Need One Now?
Now that you know what a CFO does, answer the following questions:
- Are you constantly worried about cashflow or experiencing cash shortages?
- Are you losing sleep, worrying over the direction of the business?
- Are you concerned that you don’t have the level of financial expertise you require?
- Is your business failing to make adequate margins and profits to fund growth?
If you answered yes to any of these, you should consider bringing in a virtual CFO.
Your Next Step
If you would like to learn more about having a highly experienced Virtual CFO as part of your management team, for just a fraction of the cost of a full time CFO, to know that your financial management & reporting systems were in the good hands of a trusted advisor;
You can book a free 20-30-minute Strategy Call with me personally by clicking on my calendar link below:
You will receive an email confirmation and a reminder from my booking system prior to the meeting.
Or send me a text message with a brief explanation of what you need help with, and I will call you back for an initial chat within 24 hours. My mobile number is 0418 277 137
I look forward to working with you.