Virtual CFO

Running a business is a lot of work. It can be hard to keep on top of things and keep things running smoothly. When you’re growing quickly, it can become impossible to figure out if a decision is going to take you to the next level or put you under.

We are a team of experienced advisors – we are directors, shareholders, entrepreneurs, and investors. We work with you to make sure you have the information you need when you need it.

When you are growing quickly – or want to grow faster – it’s important that you have the confidence to make important decisions quickly. Without the right information, it’s not easy to know which decisions will make or break your business.

Advisory – have the confidence to make better decisions. 

Whether you’ve outgrown your current structure, or bringing on new shareholders or capital; we can help steer you through the next stage of your journey.

And if you need someone to join your board – or simply help structure it – we have the proven experience you need. There’s a difference between strategy and operations; we can ensure you get this right.

Getting your business to the next stage can often mean working with investors. We have been successfully raising capital for early-stage companies for over 30 years and invest in them ourselves.

Whatever you need, we will meet with you regularly to help you overcome whatever challenge you’re currently tackling.

  • Board meetings
  • Governance
  • Capital raising
  • ESOP and succession planning
  • Valuations and share transfers

Reporting – keep your finger on the pulse of your business.

Hindsight is great, but to make good decisions, you need to be able to see where you’re headed. Whatever level of support you need, you can get the benefits of a full finance team for a fraction of the price.

It’s not a matter of one-size-fits-all though, and we don’t just rinse and repeat. We want to really understand your business and tease out the information that’s most important to you.

  • Management reporting
  • Budgeting and cashflow
  • Performance and KPI tracking
  • Full tax compliance (annual financials, GST, PAYE, bookkeeping)

If you think this service would benefit you, contact us to learn more and see if we can help.

Call us on 0800 756 313 or fill out the form.

If you don’t know where to begin, want to talk through something, or have a specific question but are not sure who to address it to, fill in the form, and we’ll get back to you within two working days.

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Bruce Sheppard

Partner and Investment Expert

Joshna Mistry

Partner and Value Added Services Lead

Humphrey Hart

Senior Analyst and Entrepreneur