Virtual CFO Services

Unleash your business's full financial potential with a virtual CFO.

Get a dedicated finance professional to help you take control of your finances for a fraction of the cost of a full-time resource.

Qualified & accredited.

Very experienced and knowledgeable accountants. I came looking for bookkeeping service but got a lot more, I love my monthly reports and the meeting with my own CFO who collaborate with me and my team to solve problems and ensure my accounts are always up to date. Strongly recommend.

Simmy Howard --
JNJ Advertising and Events

An Ethical Virtual CFO... what’s that?

A CFO, short for Chief Financial Officer, is a crucial partner to the CEO, director, or business owner . They provide accurate data for decision-making, keep the directors informed about risks and opportunities, and assist in strategically growing the business. Whether it’s a startup, an established company aiming for further growth, or any stage in between, a CFO is valuable.

In some cases, businesses opt for a virtual CFO, also known as a fractional CFO. This arrangement involves the CFO providing their expertise and services for a specified number of hours per week or month, tailored to the client’s needs. The advantage is that businesses can access high-level financial guidance without the expense of hiring a full-time, in-house CFO.

Choosing a virtual CFO offers significant cost savings compared to an equivalent in-house role, while still reaping the benefits of having a trusted advisor. It’s a smart way to foster business growth while maintaining financial prudence.

So what does Ethical CFO actually do when it comes to your business’ accounts and finances?

Acting at a strategic level, we support you as the CEO / business owner / director and ensure that you’re receiving the right financial advice at the right time. This helps you make informed business decisions and while ensuring you’re aware of any financial risks or opportunities before they become fatal issues for your business.

Imagine the peace of mind that comes with expert guidance, meticulous planning, and strategic foresight to transform your financial landscape.

  • Get financial clarity
  • Identify growth opportunities
  • Ensure money is allocated wisely
  • Set achievable financial targets
  • Optimise resource allocation
  • Establish organisation-wide financial discipline
  • Maximise your financial potential

Let us take the reins of your monthly balance sheet reconciliations and experience a whole new level of financial clarity and control.

  • Ensure that every account, transaction, and discrepancy is thoroughly examined and resolved.
  • Uncover hidden financial insights
  • Identify costly errors or fraud
  • Maintain the accuracy and integrity of your financial accounts
  • Make informed decisions and drive your business towards sustainable growth

Imagine having a dedicated CFO by your side, conducting one-on-one monthly meetings to dive deep into your financial reports.

  • Deep dive into your financials with an expert guiding you through the tricky stuff
  • Simplify and understand complex financial data
  • Stay on track with your budget and cashflow
  • Increase profitability by making data-driven informed decisions
  • Address inefficiencies and identify areas of improvement

Imagine having a professional who not only understands your business inside-out but also possesses the expertise to analyse revenue trends and forecast future performance for your business.

  • Analyse revenue trends and forecast future performance
  • Identify growth opportunities
  • Navigate changing market dynamics
  • Gain a competitive edge
  • Get clarity and confidence on the future of your business

You often wonder if your business is making any money… or you know that you are making money but you don’t know why you never seem to have any?

  • Gain insights into your cashflow and expense patterns
  • Create realistic targets for effective cash flow control
  • Adopt a strategic approach to foresee and prepare for upcoming expenses
  • Utilise forecasting tools to ensure your business is able to thrive in challenging economic climates
  • Safeguard the financial health of your business

Moushumi, Director and your personal CFO

We will help you use accounting as a tool for better business decision making, so you can grow your business with more clarity, more confidence, and less overwhelm.

How we’re helping small businesses go from time-poor, stressed and frustrated to relaxed, relieved and confident.

Absolutely amazing! Moushumi was so organised and made the process from sole trader to a social enterprise company simple and easy. She has been an absolute gem and I’m excited to continue working with her in the future. Thank you for making my life so much easier and amplifying the strengths of my business.

Georgia Willmott --
ArtKind

Been working with Ethical CFOs and bookeepers for 7 years now, my business was just providing services to customers and paying payroll to my team without knowing how we are doing, my books were in a bad shape prior to meeting this company, now they are important part of my team. Thank you.

Yumm Foods & Co

Great accountants! Prompt, professional, knowledgeable and extremely helpful. Sorted all my business accounting needs proficiently. Beyond pleased… definitely recommend.

Dayle Purcell --
Three Bays

Im very pleased I switched to Ethical CFO Services. Immediately I felt confident that Moushumi was going to deliver on her promises and also simplify things for me that helps me understand what's going on. My staff and I love the systems she has in place to make everything easier for us. I highly recommend making an appointment with them to see how they can improve your business too. Plus I love the name of the business and the reply I received when I asked why it was called ETHICAL CFO Services. 5 Stars!

Trina Smith --
Juniper Salon

Moushumi is super professional and knowledgeable and a great communicator. She had the task of fixing up a lot of historical errors in my Xero and she did it with ease. She also offers CFO type services which I will be utilising in the future to get a transparent insight into my numbers. Highly recommend.

Vivian Tam -- Zilch Formulas

Moushumi helped us set up all our accounts and now provides monthly cfo service to give us a clear picture of our financials. It's really reassuring to understand our business insights regularly. And it's very affordable for our small business. Thank you.

Simmy Howard --
JNJ Advertising and Events Agency

We make your accounting and bookkeeping easy!

Take three simple steps to a more profitable business...

Book a call

Simply click the link below to setup your free discovery call.

Get a plan

We’ll develop a plan to make your business more profitable through strategy driven accounting.

Maximise profit

Watch your business become more profitable.

Virtual CFO FAQs

A virtual CFO is a remote financial professional highly experienced in the industry, who provides strategic financial guidance and support to small to medium businesses. Unlike a traditional CFO who is employed full-time, a virtual CFO offers their services on a part-time or outsourced basis, providing cost-effective expertise without the need for a dedicated in-house CFO.

A virtual CFO provides services such as forecasting, budgeting, cash flow management, financial analysis, financial reporting, regular financial adjustments customised to your business and guidance on business decisions to help businesses achieve their financial goals and create capacity for further growth.

At Ethical CFO, we start the process by having an initial consultation to understand your business and your needs in depth. We then come up with a recommended plan that covers a process to introduce budgets, financial forecasts and meeting regularly to provide guidance and insights.

Virtual CFO services can benefit businesses across various industries and types, including startups, micro, small and medium-sized businesses. We work regularly with professional services firms, creative agencies, technology companies, e-commerce businesses, hair salons, trades and building services. But basically any organisation seeking financial expertise and strategic guidance can benefit from our Virtual CFO service without the need for a full-time CFO.

When you use the Virtual CFO Service at Ethical CFO, you work directly with Moushumi, the director and founder of Ethical CFO. She is a qualified CPA, active member of Institute of Public Accountants, Xero certified advisor and Payroll specialist with more than 20 years of experience working with Australian businesses from several different industries. She is known as the modern accountant for her ability to introduce automations and efficiencies and for her patience in dealing with business owners with compassion and a proactive approach.

You may consider engaging a virtual CFO if your business is seeking strategic financial guidance, wants to organise the business operations by having budgets and reporting in place, experiencing growth, facing complex financial challenges, or lacks in-house financial expertise.

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