Client Success Stories

CASESTUDY -1

Anthony Innovations

Experience With VCFO

  • Rolling 3-way forecasts
  • Provided a clearer understanding of expected profitability levels and forecast cash position
  • Given Support for the internal Finance Department

Their Feedback

The Virtual CFO Group has helped us establish and maintain rolling 3-way forecasts, giving us clear insights into profitability and cash flow across our companies. Their support has been invaluable to our internal finance teams, and they collaborate effectively with management across all divisions to ensure seamless financial management.

CASESTUDY - 2

RPM Hire

Experience With VCFO

  • Assisted with establishing Standard operating procedures.
  • Strengthen their financial controls and best practices
  • Establish reporting and forecasting processes

Their Feedback

When a private investor showed interest, we engaged The Virtual CFO Group to enhance our financial controls and set up robust reporting and forecasting processes. Their expertise was crucial in ensuring a smooth transition and achieving a successful outcome.

CASESTUDY - 3

Cross Docks Australia

Experience With VCFO

  • Implemented proactive planning and review processes
  • Facilitated growth in profitability
  • Provided a clearer understanding of cash position

Their Feedback

Since partnering with The Virtual CFO Group, we’ve established proactive planning and review processes that have significantly boosted our profitability and provided clear insights into our cash position for the outlook period. We highly recommend their services to other medium-sized businesses seeking growth and financial clarity.

CASESTUDY - 4

DH Steel

Experience With VCFO

  • Work-in-progress valuation methodology 
  • Monitored project margins in real-time
  • Understand project performance matched to specific reporting periods.

Their Feedback

As a project-based business, managing work-in-progress valuations is crucial for our margin control. The Virtual CFO Group helped us develop a robust valuation methodology, allowing us to accurately monitor project margins and assess gross performance during reporting periods, significantly improving our margin management processes

CASESTUDY - 5

Detector Inspector

Experience With VCFO

  • Achieved desired business valuation and equity transactions. 
  • Detailed financial budgeting & forecasting processes & reporting
  • Company expansion and growth strategy
  • Ability to make informed timely decisions with confidence

Their Feedback

In 2017, we secured venture capital thanks to the comprehensive financial budgeting and forecasting reports provided by The Virtual CFO Group. The venture capitalists noted that our reporting detail was comparable to that of much larger companies. Their management reports have been crucial for our rapid expansion, allowing us to remain agile and make informed decisions with confidence. Understanding our cash position at all times has been essential for effective decision-making, helping us avoid costly mistakes and seize opportunities.

CASESTUDY - 6

Sancell

Experience With VCFO

  • 3-way forecasting implementation
  • Business modelling of Capacity management and Demand planning

Their Feedback

The Virtual CFO Group has collaborated with our finance department to implement 3-way forecasting, incorporating capacity management and demand planning. Their support has enhanced our structured decision-making and strategic capacity planning, enabling more informed and effective decisions for our business

CASESTUDY - 7

Verve Portraits

Experience With VCFO

  • Strengthened planning and analytics capability 
  • Building a stronger finance capability

Their Feedback

We enhanced our finance team’s planning and analytics capabilities by partnering with The Virtual CFO Group. Their close collaboration with our internal team helped us develop stronger financial skills and more robust financial management practices, significantly boosting our overall financial capability. 

CASESTUDY - 8

Way Funky Company

Experience With VCFO

  • A more structured approach to planning 
  • A detailed understanding of key gross profit drivers

Their Feedback

The Virtual CFO Group introduced a structured approach to our planning processes and provided a clear understanding of our key gross profit drivers. Their close collaboration with our internal teams fostered productive relationships and enhanced our overall financial management, leading to more informed and effective decision-making.

CASESTUDY - 9

Zeel Kitchens

Experience With VCFO

  • Established a range of financial controls 
  • Improved reporting and planning processes
  • Build confidence in our numbers
  • Gained a clear understanding of operational performance
  • Gained an understanding of how profitability levels impact cash reserves

Their Feedback

Following our business mentor’s recommendation to appoint a virtual CFO, we engaged The Virtual CFO Group. They established robust financial controls that enhanced our reporting and planning processes. We now have a clear understanding of how our operational performance affects profitability and cash reserves, boosting our confidence in financial management

Be Our Next Success Story

Partner with us, we’ll work within your organisation – we’ll get involved in your business.

Industries and Client Types

The Virtual CFO Group supports small to medium-sized businesses across a variety of industries, each requiring customised financial solutions for optimal growth and efficiency. We provide expert services in:

Medical Practitioners

Streamlining financial operations, improving cash flow, and ensuring regulatory compliance.

Research and Clinical Trials

Managing complex budgeting, funding, and financial reporting requirements.

Manufacturing

Enhancing profitability through cost control, cash flow management, and performance forecasting.

Wholesale Distribution

Supporting inventory management, financial forecasting, and improving operational efficiency.

Project Management Firms

Offering in-depth financial oversight and budget management for successful project execution.

Event Management

Ensuring financial control, cost management, and profitability tracking for events.

Workshop Engineering

Providing financial planning, cost analysis, and process optimization to enhance productivity.

Logistics and Warehousing

Managing cash flow, reducing operational costs, and optimizing financial processes.

SaaS and Fast-Growing Startups

Offering strategic financial advice, cash flow support, and scaling strategies for rapid growth.

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▬ FAQ'S ▬

Help & Information

We have a 30 minutes obligation free discussion getting to know about you and your business. After that we send you a once way NDA we have signed and then request that you send us access to your accounting system, we download your financial data, throw it into our models and do an assessment of where you at, what need to be fixed and what you can afford and we will prepare a proposal accordingly.

For Bookkeeping and Payroll services we charge per hour, for CFO advisory type services like management reporting, forecasting, dash boards etc we charge on a monthly recurring retainer basis. The cost will depend on the size of your business and what you can afford,
we in essence tailor our service to your budget and prioritise value for money based on the priority of you business.

The short answer is yes. With over 30 years combined experience working with SMEs there is no sector, industry or niche we haven’t had direct experience working with. Feel free to check out our List of industries for a more detailed breakdown.

No you don’t. We have some customers who have been with us for more than 06 years, not once have we over asked a customer to sign a term contract. Our customers stay with us because we deliver great value for money.

So tax accounting is all about minimising your tax liability with the ATO, so all of the advise your tax accountant provides is with this in mind. We are more focused working with you to grow your business by providing insight into how your business is truly performing from a profitability and cash generation point of view. We provide planning and foresight and therefore work with both historical data and future projections.

No not at all, we are here to provide what you don’t have and work with what you do. In
some instances our customers have a full finance team and we just provide the CFO
components. We are here to offer you what you need and deliver it in a high value cost
effective way.

No it doesn’t, we are able to extract the data we require from any accounting system and
plug it into our models for a seamless experience for all.

Yes we can. Often new customers feel ashamed or a little embarrassed about the state of
things, there is no need, this is much more common than you think and we have years of
experience holding our customers hands getting things on par for them and we will be able
to do the same thing for you.