vCFO / Outsourced vCFO services

AWARDS

WHO IS a vCFO FOR?

vCFO services are for new or established businesses.

Many small-medium businesses are not in a position to take on a full-time CFO but still need the benefits of business advice, coaching, accounting & tax services.

Our vCFO services are completely flexible and tailored to your business based on where you’re at in the business and what services you could benefit from. With modern technology, cloud accounting and our highly awarded coaching services, we can provide you with expert support from anywhere in Australia.

WHAT PROBLEMS CAN IT SOLVE?

Running a business is tough. Managing the accounting, marketing, customers and product/service delivery means you’re not left with any time to manage the finances and grow the business.

As your vCFO, we’re like a diagnostic machine plugged into your business 24/7 to manage the finances, identify opportunities and provide sound business advice every step of the way, so you can focus on what you do best.

WHAT OUR CUSTOMERS ARE SAYING

See what some of our awesome clients think about Roberts & Cowling


...it is without hesitation and with complete confidence that I can highly recommend David on his services...

Congratulations David!
Great to hear that you and your firm is doing great works that’s gaining international recognition in your professional arena!
It’s such a privilege to be asked to write a testimonial for you even though we have yet to really kick off our project. But really thank you for taking us on and providing such excellent advises and directions.
Haha….I’m not good with words…but it is without hesitation and with complete confidence that I can highly recommend David on his services. He’s knowledgeable, someone who thinks outside the box for his clients and also to think from the shoes of his clients! We have had experiences with other accountants but none of them is
like him…who would go the extra mile for his client! Thank You David and your team!


Alice Quek Property Developer

Having Ben and the Roberts and Cowling team on board from the start, is a huge contributor to the success of my business.

This is a letter to outline how beneficial Ben Roberts and team at Roberts and Cowling have been for the growth of my business since we first started working together, back in 2013. I produce and sell fine art for a living, establishing and operating a business in this field was something I would have found very challenging without Ben Roberts on my team.

Coming from the art world I knew very little about how I should structure my business and set it up to run as profitable as it possibly could. Ben and his team knew exactly how I should approach this structure, taking into consideration my big aspiration for future. I was lucky enough to find some success with my artwork series’ and exhibitions through 2014 and 2015. I relied heavily on Ben through this quick rise in activity and believe he helped me make some of my wisest business decisions through this time. I felt I could explain my creative ideas with Ben, and he was capable of helping me understand it from a business and accounting sense.

In early 2015, I planned to move to New York, to seize opportunities in this vibrant city. Ben and his team helped me understand the tax liabilities in both countries and managed to structure the business in such a way we pay the lowest tax possible while I’m working in the United States. At this stage, Ben has become a partner in most decision the business has to make, and very important to how the business operates.

My next venture is to expand my idea of how art is produce and sold, and I have plans to build a business in Hong Kong. We had no hesitation flying Ben over to Hong Kong to meet with accountants, understand what’s required to set up a business and then how it transfers to our idea. Having Ben and the Roberts and Cowling team on board from the start, is a huge contributor to the success of my business. He has become as part of the studio team as anyone else. We’ll be partnering with Ben and his team in our next venture and long into the future.


CJ Hendry Artist

This year we are now on track for our largest year from a revenue and profit perspective.

Roberts & Cowling is such an integrated part of our business. Ben sits on the board and is the CFO in our company. R & C provides bookkeeping, fortnightly finance meetings, monthly budget and cash flow updates, annual strategic retreat and the annual reports. Ben is constantly used as a sounding board for new ideas and is also commonly a speaker at our quarterly whole of business meeting in which we fly all representatives around the country to our Brisbane office. There have been some up and downs and I am not sure without guidance from Roberts & Cowling that we would have made it through. This year we are now on track for our largest year from a revenue and profit perspective.


Michael Software Distribution

THE vCFO PROCESS

Once appointed as your vCFO, we’ll get to work understanding the areas of your business that you’re struggling with and need the most attention.

Then, we’ll set-up regular health checks to identify spending problems and opportunities for growth.

We’ll then meet with you regularly: weekly, monthly or quarterly to provide valuable insights into how we can make your business more efficient and profitable.

TYPICAL vCFO ACTIVITIES

Financial insight and analysis beyond basic compliance.

KPI Setting, Reporting & Monitoring

Budget v Actual.

Tax Planning

Income Tax preparation & Monthly/Quarterly ATO
compliance needs attended to.

Strategic Planning

Monthly Financial Reporting:

Financial health and well-being of the business, through our cloud technology.

FInancial Statement preparation.

Managing account ledgers & bookkeeping.

READY TO BUILD A BETTER BUSINESS FOR LIFE?

If you’re in the Brisbane area we are conveniently located near ‘The Gabba’ on Logan Rd with free on-site parking. Just get in touch and arrange a time to come in for a coffee and a chat about how we can help you build a better business for life