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Sidney Cityscape

Client Journey 

Your Success is Our Success so lets make it an enjoyable one!

INTRO CALL

Find out about you and your business. 

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Identify if The Finance Coach is the right fit for your business.

REVIEW

Will perform an initial assessment of your financial information, systems and processes. 

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RECOMEND

Based on your unique situation we will develop an onboarding roadmap and propose a suitable plan.​

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MONTHLY PLAN

Scale up and down as your business evolves.

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Virtual CFO Plans

We offer three plans to best suit your business needs

BASE

BASE

BASE

BEGINNER

Outsourced Finance Function Management

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Monthly Managment Reporting Pack

  1. Profit & Loss​

  2. Balance Sheet

  3. Forward Looking Cashflows

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Monthly Performance Review

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Annual Budgeting

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Semi Annual Forecasting

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Fortnightly Decision Support

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KPI Reporting

INTERMEDIATE

Outsourced Finance Function Management

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Monthly Managment Reporting Pack

  1. Profit & Loss​

  2. Balance Sheet

  3. Forward Looking Cashflows

  4. Analysis of Actuals vs Budget

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Monthly Performance Review

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Annual Budgeting

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Bi Annual Forecasting

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Fortnightly Decision Support

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KPI Reporting

ADVANCED

Outsourced Finance Function Management

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Monthly Managment Reporting Pack

  1. Profit & Loss​

  2. Balance Sheet

  3. Forward Looking Cashflows

  4. Analysis of Actuals vs Budget

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Monthly Performance Review

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Annual Budgeting

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Quarterly Forecasting

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Weekly Decision Support

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KPI Reporting

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