Financial Advisory Services
Finance. Done differently.
Between your bookkeeper and your tax accountant, a lot is going on, and numbers hold power. Managing and analysing your financial data equals business success.
If you’re not a numbers person, I can help.
If you’re drowning in numbers, you’re ready for a virtual CFO
Must Haves
- Quarterly Xero review
- Quarterly check-in (online or in person)
- BAS, quarterly super, year-end payroll
Packages start from $195/month
Premium
- MUST HAVES +
- Monthly Xero review
- Monthly check-in (online or in person)
- Phone and email support
- Liaison with your tax accountant at income tax time
- Monthly review of performance
- Monthly reporting pack
- Annual 3-way budget preparation
- Cashflow forecasting
- Payroll tax preparation
Partnership
- MUST HAVES +
- Quarterly Xero review
- Quarterly check-in (online or in person)
- Phone and email support
- Liaison with your tax accountant at income tax time
- Quarterly review of performance
- Quarterly reporting pack
- Annual budget preparation
Customise it
- Rolling cash flow forecasting
- Board reporting and board meeting attendance
- Development of processes and procedures for growing finance function
- Company secretarial duties and lodgements with ASIC
- Company secretarial duties and lodgements with ASIC
- Supervision of audit and preparation of financial statements
- Capital raise modelling and due diligence preparation
- Liaison with key stakeholders, directors, external advisors
Not sure if you're ready for a virtual CFO?
These are real clients who felt the same way and had doubts that they deserved to hire a financial expert. Now, they say they can’t afford NOT to hire one.
Joe Accaria, Director Repercussions Productions
Easing growing pains
In 2014, Joe Accaria was transitioning from a sole trader to a proprietary limited company. He’s a firm believer in having good people around him to lend their expertise. As Joe’s business grew, he learned how to deal with subcontractors and efficiently invoice clients. But he needed developing processes and systems to ensure everyone was getting paid. The next hurdle was when Joe needed to reassess how to take money out of the business for himself in the most efficient way. Compliance was always a worry on his mind, but not anymore.
Hilary has always been on hand to offer the right solution with a refreshingly honest and workable approach alleviating any problems with crisp ideas and enlightening management and accounting decisions.
Sally Brown, Director, Bestoked
Managing through a crisis
Bestoked is a brand event company that custom builds stage sets. Sally is always on the go and doesn’t have the time to sift through confusing financial data. She worked with Titian previously and knew immediately who to call. Her business has grown 2.5 times in two years with up to 20 staff during the peak season. When the COVID shut down seriously impacted her business, she relied more than ever on the assistance from Titian to get through stressful times.
From a simple Xero data entry question to a detailed annual budget and financial planning session, Hilary can deliver it all – no challenge too big no challenge too small.
Marta Higuera, Founder & Board Member, OpenAgent
Transitioning to a full-time CFO
OpenAgent started in 2012 and now has over 70 employees. As they grew, they knew they needed help but weren’t ready to hire a full-time CFO. They didn’t have the funding or the workload to support it.
We worked together for four years and during that time, we developed robust finance processes and reporting for the company. We agreed on dedicated days per week, which flexed up and down depending what was happening in their business like year-end, external audit, board reporting and budgeting. When they were ready to hire someone full time, I continued to work with them, in a reduced capacity, to ensure a seamless handover.
We worked together for four years and during that time, we developed robust finance processes and reporting for the company. We agreed on dedicated days per week, which flexed up and down depending what was happening in their business like year-end, external audit, board reporting and budgeting. When they were ready to hire someone full time, I continued to work with them, in a reduced capacity, to ensure a seamless handover.
Since Hilary joined OpenAgent as our Virtual CFO, we’ve moved from unaudited to audited accounts, launched a new business, more than doubled headcount and & revenue, and raised capital – all without adding any resources to the finance function.
With a virtual CFO you’ll be in better shape. You’ll know what’s coming in and going out, know what you owe and when you need to pay it. Knowledge is power and a vCFO makes the unknown obvious.
Still not sure if outsourcing is for you?