Our Process

The OURCFO 4-Step Process

When you become part of the OURCFO family, we go through a comprehensive process to onboard clients. The graphic below provides an overview on this process.


Numbers alignment review

Strategy to business intelligence to systems / processes

Initial recommendations


Data design & structure review

(Chart of Accounts - CoA)

Management accounting design review & recommendations

Dashboards set up

Training and implementation

Design & Build

Customised financial model

- scope, design & build

Initial financial strategy

Full 3 Way Model - profitability, cash flow & financial position

Forward view and rolling updates

CFO Support

Monthly baseline support

360-degree visibility (rear, side and forward views)

Monthly baseline support steps forward booked (6 months advance bookings)

Ad-hoc support as required

Scaled up support (when/if required for key projects extra capacity etc.)

Back to baseline

Flexibility, on demand

We come highly recommended

OURCFO have helped hundreds of small to medium enterprises in Perth eliminate their financial chaos, develop a clear and undisputed view on their financial position and achieve confidence and clarity with their business making decisions.

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Time to talk about your business

Contact Us

Get in touch with us today,

and look forward to numbers.

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