Running a successful business is not an easy task. It requires careful planning, financial acumen, and the ability to navigate obstacles. In this blog post, we will explore a real-life case study of a construction company that faced various challenges and how a...
We specialise in Virtual CFO services for trades and the construction industry
I help my clients find freedom
Financial Freedom
I can help you Have sufficient cashflow and Finance to enjoy your desired quality of life.
Time Freedom
Having balance to do the things you and your loved ones enjoy outside of work.
Freedom of Mind
Peace of mind and the ability for you to sleep at night.
Who I help
I don't work with everyone
Small to Medium Enterprise owners with a turnover of more than $1.5M with a desire to grow their wealth cannot justify a full-time CFO. I provide the same experience of an in-house CFO for a fraction of the cost.
Why you need a Virtual CFO
Do you have any worrying or burning issues in your business? Finding business a little overwhelming? Do you want to improve and grow your business? Are you unsure about where to go or what to do next? Need to find Finance for yourself personally or your business and finding it all a bit difficult? Do you have continual cashflow problems and your bank is on your back? Virtual CFO’s guide you with all this and more. Most importantly, Virtual CFOs are your right-hand person for Financial Support.
Businesses in the Trades or Construction industry
Doing over $1.5million in Revenue
Who need a CFO but can't yet justify the high cost
The iCFO Process
1. Discovery Meeting
Firstly, I would like to hold a 30-minute discovery meeting with you at your business to understand what your business and personal goals and ambitions are along with what keeps you awake at night.
2. Account Meeting
If you are happy to progress to the next level, I will facilitate a Proactive Accounting Meeting. This complimentary consultation with me is to review your unique situation in more detail and discuss how I can support you in the most appropriate way. Following the meeting, if required, I will prepare a proposal for services with all costs priced upfront.
3. Proposal
Finally, I will send out a formal proposal with costings and when approved I will commence working with you in a proactive manner with a plan and keeping you informed regularly.
Services
CFO’s undertake a wide variety of services, far too many to list comprehensively, but here are a selection of the most common services I offer to give you a sense of what we can do together.
Cashflow & Profit Improvement
Annual Forecasting
Financial Awareness Coaching
Business Planning
Management Reporting
Quarterly Advisory Board Meetings and Coaching
Frequently Asked Questions
I already have a Tax Accountant. Why do I need a Virtual CFO?
A Virtual CFO focuses on the overall financial management and strategy of a company, a tax accountant specialises in tax planning, tax minimization, business structures and compliance. The CFO’s role is broader and encompasses various financial aspects well beyond taxation. If you are focused on Financial, Time and Mind Freedom, a Virtual CFO is a critical resource. We always have your back and we work closely with you and in harmony with your Tax Accountant.
Do you Offer your Services outside of Queensland?
Are you available at Short Notice?
Does it matter what accounting software I use?
How do I get a return from your services?
My Bank is on my Back, can you help me?
I need a Loan to fund my Business Expansion, can you help me?
I’m not sure how to manage one of my employees, can you help me?
I’m not happy with my Tax Accountant, can you help me?
Anthony Neck is retained by our Company as a Virtual CFO. His experience as a CFO has changed the way we do business in the Building and Construction Industry. Anthony supervises our financial activities including
Financial Reporting, Projected Cash flows, mentoring bookkeeping staff, staff training and liaison with our tax accountant and many other important business matters as required. He is also a key person at our Quarterly advisory board meetings including growth and Strategy planning . He helps us focus on the important business issues.
Our Business Growth in Net Profit After Tax (NPAT) since appointment reflects a 10% increase every year since his appointment.
Make an appointment
iCFO Articles
Introducing Anthony Neck: Your Virtual CFO for Business Success
In today's fast-paced business world, managing finances and achieving business success can often feel like navigating a labyrinth. That's where Anthony Neck from iCFO, a chartered accountant and virtual Chief Financial Officer (CFO), steps in to help small to medium...
Why Do I Need a CFO? Unlocking the Potential of Your Business
Running a business is an exhilarating journey filled with challenges and rewards. As entrepreneurs, we pour our hearts and souls into our ventures, aiming to achieve success on our own terms. However, navigating the financial aspects of business can be daunting,...
Introducing iCFO: Your Virtual CFO Partner
Are you a small or medium-sized enterprise striving to improve your financial management? Look no further, because iCFO is here to help! We are a team of experienced chartered accountants and virtual CFOs dedicated to supporting businesses like yours in achieving...