CFO Services
Don’t let financial uncertainty hold your business back. Secure an experienced virtual CFO who understands the power of timely, informed decisions, and propel your business towards sustained growth and profitability.
Our virtual CFO service
Our proven and experienced CFO services know that it’s what happens next that matters. That comes down to making good decisions. Our virtual CFO service, based in North Sydney, will give you the confidence and insights to make those decisions sooner. We perform a range of duties including financial planning and analysis, budgeting, forecasting, financial reporting, and risk management, integrated with your existing financial systems and processes.
Why outsourcing your CFO?
Flexibility: adjusts to business needs without full-time commitment.
Expertise: brings broad experience and industry knowledge.
Strategic Leadership: Guides economic future and strategic decisions.
Support: guides through major changes like mergers or loans.
Risk Management: mitigates financial risks and assesses major decisions.
How it Works
Information Gathering
To establish a baseline understanding of your financial position, a comprehensive review of your financial data is required. This will entail a self-directed analysis of prior years' financials, access to cash flow statements, and any other pertinent financial documents.
Validation
Once the initial review, we conduct a detailed review with you to confirm the accuracy of our analysis. This involves a collaborative discussion to ensure the findings align with your expectations, allowing us to refine the data as needed.
Gap Analysis
We then determine and quantify your financial goals, outlining the necessary steps, timelines, and responsibilities to achieve them. This comprehensive analysis and strategic plan ensure your financial objectives are met.
Preparation
This phase sets the scene. Where desirable we will build a dynamic, three-way financial model. We identify critical success factors, key performance indicators and arrange to access data where it resides, and we set up reports and communication loops.
Execution
This is where we turn data into information, add our knowledge and wisdom and inspire action. You will receive meaningful, focused reports, analysis, interpretation and discussion – from the detail to the big picture, as required.
Why BridgePoint Group?
Broad Capabilities
We have a diverse team of highly trained experts selected to support every stage of your business journey.
Commercial Acumen
We understand the drivers of your success and help you to tackle the things that make the difference.
Results-Driven
We partner with our clients with an owner's mentality.
Unique Method
We employ a team-based, cross-functional approach to ensure you get the full benefit of our collective ability.
Testimonials
What our clients say about us
Neil and the BridgePoint team offered legal, tax and accounting services all in one place which meant we were able to meet incredibly tight transaction deadlines. Beyond that, they were true partners, combining excellent technical expertise with open communication, aligned values and pragmatic wisdom. This created a great team environment that led to our success and peace of mind.
Duane Attree
former Founder and Managing Director, Potential (x). Now part of Beamtree (asx: BMT).
It’s probably fair to say that we didn’t really appreciate what goes on in a transaction like this. To have the experience and expertise of BridgePoint in our corner to guide us and help negotiate a good deal proved to be very valuable to us.
Iain and Rhonda Hogg
Former Directors and owners, Specialised Wheelchair Co. Now part of Country Care Group
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