Virtual CFO Services
Strategic Planning & Advisory
Providing guidance across financial, operational, and structural dimensions to help your business make sound strategic choices and plan for sustainable growth.
KPI Design, Benchmarking & Performance Tracking
We help you define meaningful KPIs based on industry benchmarks and business goals, then implement tools and processes to track performance over time. This ensures continuous improvement, timely interventions, and data-driven decision-making.
Board Reporting & Executive Presence
We deliver clear, board-level financial reporting and insights to support better decisions—whether you’re running a company, a charity, or a non-profit. Our Virtual CFOs can attend board or trustee meetings, present key metrics, and ensure financials are understood by all stakeholders. We help meet governance, compliance, and funder reporting requirements with confidence.
Group Liaison & Head Office Coordination
We act as your trusted local liaison, bridging the gap between your New Zealand branch or subsidiary and overseas head offices—particularly in China. From group reporting alignment to internal compliance and finance process coordination, we ensure smooth, accurate, and timely communication across borders. Our service helps head office teams stay confident in local performance, while easing the burden on your NZ team.
Cashflow, Capital & Funding Strategy
Beyond day-to-day cashflow, we support your broader funding needs—from capital planning and debt financing to maintaining healthy reserves and managing lender relationships.
Budgeting & Forecasting
We assist with detailed budgeting and financial forecasting to help you allocate resources wisely, manage performance, and stay on track throughout the year.
Internal Risk & Control
We help implement practical internal controls and assess financial risks, ensuring your operations are resilient, compliant, and safeguarded against fraud or error.
Cost Management & Efficiency Improvement
We review cost structures and operational processes to identify savings opportunities and boost overall business efficiency—without compromising quality.
Business Structure & Tax Efficiency
We review your current structure and provide recommendations that align with your commercial goals, offering advice to optimise tax positioning and streamline operations.
