Fixed Price Packages = Peace of Mind

We are committed to providing up-front, transparent pricing for all our services.  We actively encourage ongoing conversations with our clients, because we want you to contact us at any time without worrying about whether the clock is ticking.

To make it  easier to plan and budget, we will work with you to create a tailored package that works for you and your business. We will commit to charge you a fixed monthly fee for the services we agree together, which means no add-ons for any queries you ask and no clock watching from us.

If you need more information about the different types of services we can offer, please have a look at the list below, or simply contact us for a conversation (we promise to buy the coffee!)

 

Monthly Packages

With packages starting from as little as $500 a month, why not contact us to see if we can help you to grow your business?

All of our monthly packages include:
– trend reports,
– insightful analysis,
– monthly review meetings with you and/or your team, and
– access to an experienced tech-smart CFO as and when you need us.

We can then add in more complex analysis, and more detailed planning (including assistance with budgeting, modelling, strategy development, and/or capital raising) as your business  grows. Virtuosity is committed to scaling with you and being a true growth partner for you and your business.

Note: If you’re at a stage of your growth where your needs are for more basic online accounting or bookkeeping services, we can also arrange this for you through our sister company, Standard Ledger, who can get you setup on a Do It Yourself (DIY) basis or provide a monthly service starting at $250 per month.  Standard Ledger are also able to look after your Tax needs and provide assistance to access the R&D Tax incentive.

 

On Demand Services

As well as monthly reporting and analysis, Virtuosity can also package up (or provide separately) the following additional services.  Contact us and we can help to tailor a package that’s right for you.

Strategic Planning

We believe that the strategic plan for a business needs to be owned / driven by the Board, CEO and senior management – not by outsiders. Our role as experienced CFOs is to work with your business to provide a financial sanity check to the strategic planning process. The more we know about your business the more value we can provide as part of our process. We have included our participation in an annual strategic planning process as part of our Strategic CFO package, building from the regular monthly engagement with businesses. If our strategic insight into plans is required separately, we can provide these services on demand either as a review at the end of your own strategic planning process, or as a participant along with the senior management team. We can also facilitate these sessions for you if you require.

Financial Modeling / Budgeting / Cashflow Projections

With an understanding of your business’ strategic plan, we can prepare detailed financial models (including scenario analyses) that clearly set out the key assumptions, KPIs and targets underpinning revenue and expense forecasts. With our real-world experience as private equity investors and CFOs in equity backed companies, we’ll reality check your assumptions and build you models that withstand scrutiny. We’ll prepare a breakeven analysis and work with you to finalise budgets and forecast future cash positions for ongoing monitoring. We then make sure these budgets are systemised for effective monitoring and reporting.

Business Plan / Information Memorandum

With our private equity experience, we have reviewed and prepared countless business plans, forecasts and Information Memoranda (IMs). We can advise, review or contribute to the preparation of business plans and Information Memoranda.

Capital Raising

In addition to assisting with reviewing and preparing IMs, financial models and any other documentation required to support fund raising, we maintain a network of bankers and venture capital firms that we can introduce you to should you need to raise capital to support your growth. We can also help you prepare for and manage the Due Diligence process that usually accompanies any outside investment.

Due Diligence

Whether you’re a business looking to make an acquisition or a venture capital firm looking to undertake due diligence for a potential investment, we can drive a structured financial due diligence process, along with an assessment of the market opportunity.

Once-Off “Health Check” Of Your Business

One of our experienced CFOs will meet with you, your directors and key staff to review your market and product positioning, key systems, processes and staffing. We will analyse your key financial information / KPIs and prepare an executive report as an external overview of the business, it’s financial’s along with recommendations for improvements.

Finance & Technology Systems Review And Implementation

As experienced, tech-savvy CFOs we have reviewed and managed the implementation of numerous financial, CRM and other systems, as well as managed custom development projects. We will review the effectiveness of your existing systems and the financial and other information you need from them. We will determine how your current financial, sales, and marketing systems can be improved and manage the implementation of projects to achieve this.

Operational Effectiveness Reviews

We can  undertake a high-level review of business operations and make recommendations for improvements to the clarity of direction, roles & responsibilities and communication required for effective management.

HR Policy Reviews

From a risk management perspective, we can review, recommend and implement new HR policies in line with the overall company employee philosophy.