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Ethical CFO Services and Bookkeeping Pty Ltd logo logo
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Ethical CFO Services and Bookkeeping Pty Ltd

Glen Iris VIC

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About

Complimentary 1 hour initial consultation at 03 98138547

CFO services and Bookkeeping by CPA, BAS Agent, Xero guru and Systems expert for micro, small and medium businesses:

Profit-oriented Bookkeeping
Payroll including PAYG, Super, Payroll Tax, STP Lodgements

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2 hires on Bark

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Reviews (2)

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5/5

2 customer reviews

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20 May 2023

I recommend their services. 🤩

Reviewed on Facebook

27 April 2023

Very experienced and knowledgeable accountants. I came looking for bookkeeping service but got a lot more, I love my monthly reports and the meeting with my own CFO who collaborate with me and my team to solve problems and ensure my accounts are always up to date. Strongly recommend.

27 April 2023

I initially worked with Moushumi to set up my new business, set up the bookkeeping in Xero and legal side of things to register my company etc. But now she's an integral part of my business. We meet monthly and go through the last month and plan the next 12 months. She has helped me heaps to have a focussed direction in my business. I have progressed without having to worry about my accounting. If you want someone supremely organised, driven and knowledgeable, go with her without hesitation. More...

15 March 2023

Amazing level of expertise, knowledge and professionalism.

Reviewed on Facebook

Q&As

1. BOOKKEEPING:
Premium, yet affordable, bookkeeping service aimed at creating a financial order to flow throughout your business. We aim to give you the peace of mind you need to have a calm head to grow your business without having to stress about your books.

- Regular bank reconciliations
- BAS
- Payroll
- Receivables (including Invoicing)
- Payables (including Bills and Payments)


2. CFO SUPPORT:
Think of a CFO as your financial side-kick to help you make sound business decisions!

We will act as your very own Chief Financial Officer to support you every step of the way to a profitable, positive-cashflow business.

Acting at a strategic level, we support the CEO / business owners / directors and ensure that they are receiving the right financial advice at the right time to facilitate informed business decisions and that they are aware of any financial risks or opportunities before they become fatal issues for your business:

- Annual Budgets
- Monthly Balance Sheet reconciliations
- One on one monthly meetings to go through reports showing Actuals vs. Budgets
- Revenue trends and forecasting
- Cashflow planning and forecasting
- Detect inefficiencies and corrective actions

Bookkeeping and accounting are arguably the most underestimated parts of running a business. Business owners make the mistake of believing, they can 'just do it on my own'. But that's a mistake at several fronts:

You started your business because of your passion and talent in your core business areas. Accounting and bookkeeping was most likely not one of them. Why waste your precious time on struggling with your books when you can use it to grow and organise your business?

Because bookkeeping and accounting are not your specialty, you end up making mistakes and those mistakes can cost dearly when the tax office comes knocking. We have seen it, it happens! And then business owners go hunting someone to fix those issues and then it costs a lot more to do that. Double whammy!

Bookkeeping and Accounting are our specialty. Not just that, we specialise in collaborating with you to help you streamline your systems, find and improve inefficiencies, find solutions to capacity issues and achieve better profitability. Without these components, you are making business decisions in the dark and that costs your business further growth and sometimes its existence.

I provide personalised service to my clients, my goal is to make them feel confident about their business finances, be able to make informed decisions for their business growth and profitability.

I wanted to make sure business owners can receive a service that delights them, they can rest assured knowing that their business finances are handled competently, ethically and accurately, I also wanted to ensure that with my help, business owners can understand the stories their numbers are trying to tell them and they are able to use those numbers and data for staying informed about their business and utilise them as tools to grow their business.

With 2 decades of experience behind me, I am savvy with technology, very passionate about my work, and highly proficient in effective and efficient communications. Working with me, my goal is to ensure you are invariably 'delighted' with the service that you are receiving.

Work-life balance is at the heart of our organisation.

We never want to forget the fact that the reason we work is to support our living. If, because of our work, we are not able to live, something is wrong somewhere and needs fixing.

We work 100% remotely, and although we do love to meet face to face whenever needed, we avoid unnecessary travel time and cost.

We are firm about our work times so that the work is never chipping away at our family or personal time.

We believe in being efficient, productive and high achievers, without having to adhere to outdated workplace practices.

And better still, with our expertise in systems and processes, we help you in achieving this work-life balance within your business as well. Allow us to show you how.

Services

CFO services for small to medium businesses: Gain business insights for informed decisions, establish business Budgeting, monthly meetings to discuss past results against budgets and future direction (revenue and cash forecasting), company-wide financial and non-financial metrics, manage external relationships with banks, insurance companies etc, handle bookkeeping, all at a fraction of the cost of a full-time CFO.

Profit-focussed and tax-ready bookkeeping by CPA, BAS agent, affordable rates for small to medium businesses.

- Past clean-up of accounts
- Setting up processes to achieve efficiency
- Automation through appropriate systems to save time and improve bottom-line