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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. 

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. 

RECOMEND

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

MONTHLY PLAN

Scale up and down as your business evolves.

Virtual CFO Plans

We offer three plans to best suit your business needs

BASE

BASE

BASE

BEGINNER

Outsourced Finance Function Management

Monthly Managment Reporting Pack

  1. Profit & Loss​

  2. Balance Sheet

  3. Forward Looking Cashflows

Monthly Performance Review

Annual Budgeting

Semi Annual Forecasting

Fortnightly Decision Support

KPI Reporting

INTERMEDIATE

Outsourced Finance Function Management

Monthly Managment Reporting Pack

  1. Profit & Loss​

  2. Balance Sheet

  3. Forward Looking Cashflows

  4. Analysis of Actuals vs Budget

Monthly Performance Review

Annual Budgeting

Bi Annual Forecasting

Fortnightly Decision Support

KPI Reporting

ADVANCED

Outsourced Finance Function Management

Monthly Managment Reporting Pack

  1. Profit & Loss​

  2. Balance Sheet

  3. Forward Looking Cashflows

  4. Analysis of Actuals vs Budget

Monthly Performance Review

Annual Budgeting

Quarterly Forecasting

Weekly Decision Support

KPI Reporting

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