End-to-end financial management services – tailor-made for your business
Effective financial management can be the difference between success and failure. Source CFO is a one-stop-shop for value-based services that deliver immediate and ongoing benefits to your business’ bottom line.
Source CFO provides:
- Monthly analysis and reporting so your business can decrease operational costs, increase productivity and profit
- Greater visibility into your finances and business drivers to help with planning and decision-making
- Proper financial reporting systems for streamlined processes and compliance
- A dedicated team of highly experienced CFOs for all your financial needs, to support your business to grow
- On-tap in-house-style CFO at a fraction of their employment cost
Source CFO makes business finances simple and visible to management.
Businesses that benefit from Source CFO
Our value-based services are designed for small to medium sized businesses that can’t afford to hire a full time CFO. Typically, these businesses have an internal bookkeeper or admin support for maintaining records, and have an external accountant who looks after their tax matters on a quarterly or yearly basis. Yet the management team does not have visibility into the business drivers, and struggles to allocate time to manage finances and to do what needs to be done to drive the business forward. We change all that.
Life Cycle of an SME
We can add enormous value to whatever stage your business is in
Typical business life-cycle scenarios:
- ‘What parts of my business, or which of my clients, are the most profitable?’ – Our analysis shows how you can maximise the most profitable elements of your business and remove or minimise the non-profitable elements.
- ‘Should we hire a new person?’ – We help you understand if your business can afford to, if it makes financial sense and will lead to greater profitability.
- ‘I don’t know what I don’t know’ – You don’t need to wait until the end of the financial year to understand how your business is going and where you can improve. We’ll show you on a monthly basis.
- ‘I need to think about a succession plan’ – We provide financial insights to make this financially viable and worthwhile.
- ‘I’m thinking of selling my business’ – We can prepare your business for sale, including introducing you to potential investors’
Source CFO services
We offer a range of financial management solutions over the full life-cycle of a business, tailored to what each client needs. This includes special projects for a set period of time for a fixed price; on-going financial support; or taking control of the entire finance function.
- Monthly financial & management reporting
- Budgeting, KPIs, variance analysis
- Cash flow forecast & management
- Financial insights for better decision-making
- Compliance & stakeholder management
- Financial health check & operational review
- Cost rationalisation & efficiency improvement
- Business buy, sell, M&A, capital raising support
- Process improvement, system automation