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Cloud Accounting & Virtual CFO

Cloud Accounting &
Virtual CFO

The backbone of all businesses is good sound financial management. With the Oak Business Partners’ Cloud Accounting and Virtual CFO services, we basically become your in-house accountant / business advisor and a part of your team.

Our role here is to become a trusted source of financial information, prepare regular reports, budgeting and cash flow analysis to pinpoint any potential problem areas in your business and allow you to implement changes quickly and proactively to help facilitate business grow, ensure the integrity of the accounting data to make sure it is accurate and relevant, manage tax compliance and obligations while thinking strategically to assist you in making the right decisions. All this at a fraction of the cost of hiring a full-time CFO!

How do we do this? We take it to the Cloud. In today’s world of well-developed technologies and cloud accounting solutions such as Xero there is no longer a need to be tied to your desktop or office. Communication is getting easier and faster allowing you to do your invoicing, track your cashflow, reconcile debtors and creditors, keep an eye on banking and profits etc all from mobile devices such as a phone or tablet. We leverage these technologies to give you that edge that is not only a great idea but Crucial. Businesses that fail to adapt and innovate will be the first to fall.

The team at Oak Business Partners will start by visiting your business to gain a thorough understanding of the business processes, the industry you are in, understand the people working within your business, your customers and what your information needs are. Then we set you up on one of our preferred cloud accounting software systems (eg. Xero), provide guidance and put it all together for you on a monthly or quarterly basis.

Our Cloud Accounting & Virtual CFO services include but are not limited to the following:

Accounts automation

Cloud software implementation and training on one of our preferred solutions (Xero 1st Pref, Quickbooks Online, MYOB Live, SageOne etc)

Conversion from desktop based software

Monthly / Quarterly Financial Management & Reporting

Regular meetings with directors

Financial Analysis – Cashflow & Budgeting

Establishment of Policies & Procedures and business standards for your employees

Bookkeeping

Payroll Management

Strategic Management & Benchmarking

Debtors & Creditors Management

Banking & Transaction Management

Compliance Management: We help you with your employer obligations such as SGC & PAYG as well as Tax, GST, Payroll Tax etc

Real time information

The cost of this service is based on a monthly subscription basis with basic packages starting at $300 + GST per month. Please contact our office to get a personalized quote based on your needs and requirements.

We can also assist with Starting or Buying a Business, Structuring, Restructuring and Asset Protection and when you’re ready for Selling a Business and Succession Planning.

Contact us today to arrange an appointment.

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Structuring, Restructuring & Asset Protection

Whether you are just starting out in business or reviewing your business structure, it is always comforting to know that you have the right business structure in place.

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Recover & Transform

Oak Business Partners can help businesses seeking to go from good to great, as well as businesses in distress and facing insolvency or liquidation.

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Superannuation, Retirement & Estate Planning

Whether you are just setting up a business or have been trading for a while, planning for your personal financial future is important and we can help with it all.

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‘’Art was very professional, honest and to the point about our current financial situation. He actioned everything with great efficiency. We would recommend Art for anyone looking for advice, thank you for making the whole process easy.‘’

- D Smith

"Oak Business Partners takes the time to understand your wants and needs, we couldn’t be happier with the outcome."

- M & S O'Connell

Ready to have the numbers work for you?