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?
Yes, I travel to the Northern Territory Quarterly to Darwin and Alice Springs. Most of the work conducted by Virtual CFO’s can be done remotely with access to software in the cloud – hence the name Virtual CFO
Are you available at Short Notice?
Yes, I am available for important and urgent issues at anytime.
Does it matter what accounting software I use?
Whilst I specialise in Xero, MYOB and QuickBooks, I can work with whatever you have running in your business. In fact, many businesses have add on software and I can work with your software provider to ensure you are getting the most out of your enabling technology.
How do I get a return from your services?
I will show you how to obtain at least a 100% return on the cost of my services or it’s free. That, added to the three Freedoms will help you sleep at night.
My Bank is on my Back, can you help me?
Indeed, I work closely with your Finance providers and Virtual CFO’’s are well respected by the lending community. My process is to analyse where your business is right now and project to the future in consultation with you and your Financier.
I need a Loan to fund my Business Expansion, can you help me?
This is one of my specialties. I work closely with your Financier with all your banking and financial needs.
I’m not sure how to manage one of my employees, can you help me?
Yes, I guide business owners with employees as they are the ones who are implementing the business plan and they are a vital part of business performance.
I’m not happy with my Tax Accountant, can you help me?
Yes, I can assist you with talking to your existing Tax Accountant and/or help you move to a new Accountant. I can manage the complete process.