We strongly believe that knowledge is POWER, and knowing your numbers is crucial to achieving your business goals. Our Level Up CFO Services will help you understand and manage your numbers, plan and forecast your growth.
Our CFO Packages Include:
Quarterly Review Package
This package is ideal if you’re a well-established business needing regular financial health checks. Structured 90-day accountability coaching is included to ensure you achieve your business goals.
Includes:
- Annual budget preparation
- Quarterly financial reporting package incl. cash flow review, actuals v. budgets, forecasting, and review of overall financial health
- Quarterly Zoom meeting to review financial reporting packages, 90-day plan review, and a general business review.
Monthly Review Package
This package is ideal if your business needs more support, if you feel like your finances and systems are out of control. This will help you understand the numbers, and manage your goals accordingly.
Structured monthly accountability coaching is included to ensure you achieve your business goals.
Includes:
- Annual budget preparation
- Monthly financial reporting package incl. cash flow review, actuals v. budgets, forecasting and review of overall financial health
Monthly Teams meeting to review financial reporting packages, 90-day plan review and a general business review.
Linda is a registered BAS Agent, certified in Xero, Quickbooks and MYOB and holds an Advanced Diploma in Accounting.
With nearly 20 years of experience working with SMBs within the bookkeeping industry, Linda brings a wealth of knowledge to the table.
As a seasoned CFO, Deborah boasts over 25 years of expertise in providing financial solutions to both multi-nationals and SMEs.
Deborah is a Chartered Accountant, holds a Bachelor of Commerce degree and specialises in Financial Management, Forecasting and Strategy.
