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.
Discovery
Numbers alignment review
Strategy to business intelligence to systems / processes
Initial recommendations
Foundations
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
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.
OURCFO Pty Ltd is a CPA business. Liability limited by a scheme appoved under Professional Standards Legislation.
Website by Dapth.
