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The key to a successful business.

 

Helping kiwi businesses get ahead.

Finding a healthy balance between your business and your lifestyle takes strategy. CFO Partner is an expert business guidance service, offering strategic and development advice with a unique approach of getting to know your business and your goals. We tailor how we work with you to realise these goals, to give you a healthier business and a more balanced life.

 

What is Your CFO?

Most large firms have a Chief Financial Officer (CFO), dedicated finance professionals who focus on the operational side of the business and it’s relationship to the financial success of the business.

 

This is what Your CFO offers to smaller businesses: access to a strategic mind to find your key business drivers and aid you in growing your business and reaching your goals - cost effectively.

 

Our team is about long term partnering to add value to your business on an ongoing basis – we will work with you both in your business and on your business to meet your goals.

Can we help you?

  • You are a growing business with an established sales pattern but want to take the next step

  • As a business owner you want to take a step back and focus on your skill set but you can’t quite see how to plan the next stage of the business, how to get your management staff to step up, how to set key performance indicators

  • You run your business from the gut, you’re unclear on who your leading customers are (sales and margins), your key productivity staff or your highest performing products/service – data is not available.

  • You need help setting Key Performance Indicators (KPIs)

  • You are working day and night but still can’t quite deliver the business success you think is possible

  • Your business is growing fast but the business systems are not coping

  • You can see opportunity in your business, but blind spots are preventing you from seeing how to take advantage of these opportunities

  • Cash is tight, despite great sales

If you answered
yes to one of these,
we can help provide:

  • Clarity on your business and its operations and financial performance

  • Practical, down-to-earth solutions tailored to your business

  • Cashflow assistance

  • Growth and development strategies

  • Assistance with HR policies and procedures

  • Analysing your business data – i.e. what you sell to who, for how much, and what it costs

  • Reporting of your operational and financial performance with tailored recommendation analysing your performance, including productivity and providing KPIs

  • Forecasting and budgeting

Latest News with your CFO Partner

 

Client Testimonials.

 

  • “The involvement from Rachael as a CFO partner in my business has been essential for making change and keeping my focus on track to achieve the business goals i have as the business owner. I could not have done this without the ability of Rachael to get to know my business, explain in easy terms what i need to know and work with me to plan out the future strategies.”

    James Dunning | Managing Director, Phoenix Consulting Engineers.

  • “Rachael’s advice has been insightful. She has saved me so much time by helping me come up with a solution much more quickly than I could have on my own. There is no doubt that Your CFO can add significant value to any small to medium sized business. Their ability to get to the core of a how a business is functioning to identify and implement meaningful change, has a financial payback in a very short space of time.”

    Vicki Squair | Director, Riskadvice

  • "Your CFO Partner has been a great asset to me as the business owner - available to bounce ideas off, provide expert advice and modeling to test the impact of plans, and to contribute to the creation of the business growth strategy."

    Aaron Bennet | Managing Director, Surfprep LTD

  • “Your approach is practical. Although I am a qualified accountant, you managed to draw a lot of insight from our business that I cannot see (blind spots). You can break a complex conversation into easy to adopt processes. You managed to understand our business in a short period of time and willing to listen our priorities, our challenges and work with us accordingly. You definitely meeting our needs and I feel we are making a lot of progress.”

    Phoebe Lee | Director of property management business.

  • "I have used many coaching and consultant services over the years and its usually all talk and no do , Your CFO partner is different - they have got to know my business, its data and give real insights to what drives my business - real information to support my gut knowledge, and help make business decisions as I grow the business."

    Aaron Bennet | Managing Director, Surfprep LTD

  • “You care and your ability to convert complex things into layman term. Park is not a accountant and he understands what you said (he was a chef!). Your knowledge with accommodation definitely helps.”

    Phoebe Lee | Director of property management business.

  • “You help us with strategies from recruitment to occupancy rates, IT system. Normal accountant will only look at numbers, tax and there is no insight. This insight allows us to make good decision and to move us forward.”

    Phoebe Lee | Director of property management business.

Mobile: 027 308 0103    •    Email: Rachael@cfopartner.co.nz

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