Virtual CFO
Professional Virtual CFO Services in Sydney
At New Leaf Advisory, we provide comprehensive virtual CFO services to businesses, startups, and high net worth individuals in Sydney. Our services are designed to offer strategic financial management remotely, empowering you with expert insights and support without the need for a full-time, in-house CFO.
Whether you’re looking to grow your business, streamline operations, or enhance financial control, our virtual CFOs have the expertise to help you achieve your financial goals.
Our Virtual CFO Services
How our outsourced CFOs can help
Budgeting and Forecasting
We assist with precise budget planning and long-term forecasting to ensure that your business remains on track financially.
Performance Management & Mentoring
We offer guidance on managing financial performance, along with mentoring to support your financial leadership team.
Reporting & Analysis
Receive timely, accurate, and actionable financial reports that enhance your understanding of business performance.
Software Integration & Systems Implementation
With our guidance, you’ll benefit from enhanced automation, real-time financial insights, and improved accuracy in your financial reporting.We help you adopt and implement modern financial tools.
Ongoing Financial & Operational Oversight
Gain oversight of your daily financial operations, from cash flow management to optimising financial strategies. We ensure that your company is always operating at peak financial health.
Financial Modelling
Our financial models give you clear projections, helping you assess growth opportunities, potential risks, and the financial impact of critical business decisions.
Risk & Opportunity Evaluation
Identify potential risks and growth opportunities that could influence the success of your business.
Family & Management Board Advisory:
We provide strategic advice to family offices and management boards, aligning financial decisions with long-term objectives.
Process & Systems Review
We assess the entire financial workflow, from how data is captured and processed to how it’s analysed and reported. We streamline inefficient processes and integrate cutting-edge software solutions.
Accounting & Tax Compliance Management:
Our team ensures that your business remains fully compliant with all tax and accounting regulations, freeing you from administrative burdens.
Virtual CFO Case Study
Who we’ve helped
Over the years, we’ve provided virtual CFO services to a diverse range of businesses, from fast-growing startups to sophisticated family offices.
The Global Investment Synergies – Where Family Office finds its CFO
Situation
The family had sold a private enterprise for $80M and this liquidity event resulted in the establishment of a family office. New Leaf was introduced to this client in 2016, shortly after they had established their family office. The family had broad requirements in the establishment phase, including implementation of accounting & performance reporting software, establishment of internal systems and procedures, boutique management reporting, tax administration and governance procedures.
Process
While we initially held a principally bookkeeping and accounting oversight service, our role quickly expanded into developing management and board reports along with the devleopment of budgets and performance reports – a Virtual CFO role.
Results
- New Leaf acted in the CFO capacity where the family wealth increased by 50% in 5 years ($100M+ assets under management).
- Identified a material value of missing funds which were held in a trust account by a foreign exchange supplier and secured the return of funds to the client.
- Identified missing funds in excess of $100,000 which were held in a trust account by a foreign exchange supplier and secured the return of funds to the client.
- Transitioned the families tax affairs from a Big4 accounting firm, improved the timeliness of completion, value-based inference from our review and achieved results in a more cost effective manner.
Read More Results
- Successfully expanded the families banking facilities, including establishment of international margin lending facilities for their global securities portfolio, bank guarantees for private investment entities and personal financing for property acquisitions by family members (on multiple occasions).
- Oversaw the investment administration process through a strong period of expansion in the global investment portfolio including 100’s of successful acquisition and divestment activities, liasing with lawyers, notary publics, global investment houses and interpreting the rules applicable to a significant number of foreign jurisdictions (i.e. Europe, Asia, USA, Oceania).
- Supported recruitment activities of the family to broaden the resources within the family office, including contract administration and the development of role specifications.
- Participated in family board meetings, investment committee meetings including presentation of financial results, explanation of key investment activities and plans
- Calculated performance returns for family investments across a very broad investment portfolio including property, shares, managed funds, debt and equity property funds, fixed income, cash & cash equivalents, crypto currency, venture capital and private equity.
What the client said
“Sandbar is a long term client of New Leaf Advisory and continue to be very pleased with the high quality of service, attention to detail and ease of working with Patrick, Alex and the team. We have recommended New Leaf to other comparable businesses to ours and would have no hesitation to do the same going forward.”