A Platinum Advisor who reads the numbers with you and turns them into a shortlist of decisions, with the option of a full outsourced accounting team behind it.
Most growing businesses cannot justify a full-time Chief Financial Officer, and most do not need one. What they need is the judgement. Our virtual CFO service gives you the expertise without the cost of the hire, and the complete outsourcing option puts a dedicated accounting team behind it without adding headcount.
We review more than 1,000 returns a year, and the average business we look at is overpaying by about 40%. For most clients that saving is larger than our fee, which is what pays for the bookkeeping, the reporting and the advisory.
Based on the returns we review. What any individual business saves depends on its own circumstances.
The close, then the short version of what changed and why it matters.
Where the year is heading, and the three things worth acting on now.
Targets, structure and capital decisions set for the year ahead.
The call happens before you sign, not in the review afterwards.
Advisory is guidance rather than a guarantee of results. Recommendations are made against your own numbers and reviewed with you.
Bookkeeping produces the numbers. Advisory decides what to do about them. Most clients need both, in that order.
Yes. Complete outsourcing is an option rather than a requirement. Plenty of clients keep their bookkeeper and add the CFO layer above it.
Monthly as standard, quarterly for planning, and before any decision big enough to move the year.
