Practical advice to help your business grow & create strategic solutions

We help turn your corporate vision into reality, providing tailored expertise. We work alongside you to navigate challenges and manage risks, guiding you toward your financial goals.

Virtual CFO, Budget & Cashflow Management

Virtual CFO services deliver senior-level financial leadership without the cost of a full-time hire. We plan ahead, monitor performance, and give you a clear view of your numbers so you can make confident, proactive decisions.

Virtual CFO services: flexible financial leadership to plan ahead and grow with confidence
Liquidity management: know when cash is available to meet obligations
Plan for growth: prepare for expansions, stock needs, and tax commitments
Forecast expenses: analyse key expenditure to maintain financial stability
Enhance profitability: Monitor performance through Key Performance Indicators and benchmarking and improve margins.

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Transaction Advisory

Navigating a business acquisition or sale can be complex and uncertain. Our team provides expert support to guide you through business transactions, removing the stress and ensuring you achieve the best possible outcome.

Acquisitions: Conducting pre-purchase due diligence, preparing financial forecasts, and assisting with purchase negotiations and financing.
Divestments: Establishing a realistic sale price, taking the business to market, and negotiating terms to maximise your return.
Purchase Price Allocation: Assisting with the allocation of the purchase price for accurate accounting and tax treatment.
Comprehensive due diligence to support transactions
Transaction documentation: Compiling essential documents, including information memorandums and heads of agreement.

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Projects & Systems

We help you plan, manage, and deliver projects with confidence, combining financial clarity and practical support to reduce risk and improve results.

Feasibility & financial planning: We evaluate project viability and key risks through financial modelling and forecasting, supporting informed decision making. We also advise on funding structures and prepare information for lenders and investors.
Systems & Set up: We help you select the right systems and deliver seamless implementation and integration, ensuring your technology works together to support your business goals.
Ongoing project support: We provide ongoing project support, including training and proactive monitoring, to keep your project on track and ensure successful delivery.

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Strategic Planning

Effective strategic planning is essential for business success, yet often overlooked amid daily operations. We help you create a clear, actionable plan and roadmap to achieve your business objectives.

Implementation strategy: Developing a roadmap to ensure your strategic goals are achieved.
Business startups: Guiding you through foundational stages, from selecting the right structure to preparing a comprehensive business plan.
Succession and exit planning: Creating plans to ensure smooth continuity and long-term success beyond your tenure.
Operational efficiency: Advising on systems and processes to streamline operations.

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FAQs

What does a Virtual CFO actually do?

A Virtual CFO provides part-time, senior-level financial leadership — including forecasting, cash flow management, KPI reporting, and strategic planning — without the cost of a full-time hire. We act as your financial eyes and ears.

How is business advisory different from standard accounting?

Standard accounting focuses on compliance — tax returns, financial statements. Business advisory goes further: strategic planning, transaction support, systems implementation, and ongoing commercial guidance to help your business grow.

When should a business consider succession or exit planning?

Ideally, years before you intend to exit. Early planning maximises value, ensures a smooth transition, and gives you time to address any structural or financial issues.

Can you help with buying or selling a business?

Yes. We provide end-to-end transaction support including due diligence, valuation, financial forecasting, negotiation support, and purchase price allocation.

Do I need a Virtual CFO if I already have an accountant?

Often, yes. Your accountant handles compliance; a Virtual CFO focuses on forward-looking strategy, cash flow optimisation, and performance improvement — complementary services.

How do you charge for advisory services?

We offer flexible engagement models — from project-based fees for transactions to monthly retainers for ongoing Virtual CFO and advisory support. We will agree a scope and fee structure upfront.

How much does a Virtual CFO cost in NZ?

Most Virtual CFO engagements run on a monthly retainer, sized to the scope of work. A typical NZ Virtual CFO sits in the range of a senior part-time salary, far less than a full-time CFO hire, and scales up or down as your business grows. We agree scope and fee up front.