Periodic Reporting and KPIs
Strategic Financial Leadership Without the Full Time Cost
A clear and accurate picture of your financial performance is fundamental to the success of your business, but hiring a full-time CFO can be costly and time-consuming. Working with Andersen in New Zealand to perform financial management of your business is a turnkey solution that puts access to a team of experienced financial professionals in the palm of your hand.
You choose the level and frequency of service that suits you best, from monthly to quarterly to ad-hoc. We produce high-quality reports that show you how your business is doing in terms of revenue, expenses, profitability, cash flow, KPIs, and more. We also provide analysis and recommendations to help you improve your results. Our service is more than just numbers, it's a partnership that helps you grow your business.
How we can help
Financial Strategy and Planning
Your Andersen vCFO will assist, develop and refine your company's financial strategy. They will provide insights on financial goals, budgeting, forecasting, and financial planning to drive growth, profitability, and sustainability. We engage with management and prepare annual budgets including financial and non-financial KPIs.
Monthly Financial Reporting and Analysis
We assist with month-end, creating and analysing financial reports, including your P&L, balance sheet, and cash flow statement. We'll provide meaningful insights into financial performance, trends, and key metrics, enabling informed decision-making by the management team.
Cash Flow Management
Managing cash flow is crucial for any business large or small. We'll play a vital role in cash flow management, assessing cash flow needs, developing cash flow projections, and implementing strategies to optimize working capital, manage expenses, and ensure adequate liquidity.
Financial Operations and Systems
We'll assess and enhance financial operations and systems within your business. We streamline financial processes, implement effective financial controls, and leverage technology solutions to improve efficiency and accuracy. Your company’s financial systems will be efficient and effective, and we provide guidance on best-fit system integration.
Financing and Fundraising
If the business requires financing or fundraising, we will assist by developing financing strategies, preparing financial models, and presenting financial information to potential investors or banks. We'll help you evaluate funding options, negotiate terms, and support the capital-raising process.
Risk Management and Compliance
We establish internal controls, assess risks, and provide recommendations to strengthen the business's financial governance. Commonly this includes assistance in creating internal policies for treasury, fixed assets, and cash reserves. You'll receive oversight of your internal finance function to mitigate the possibility of risk of fraud and theft.
Strategic Decision Support
We act as a trusted advisor to your Board and management team, providing financial insights and analysis to support strategic decision-making. We'll evaluate investment opportunities, conduct financial due diligence for acquisitions or partnerships, and assess the financial implications of various business initiatives.
Board and Investor Relations
We'll assist in preparing financial presentations and reports for the Board of directors and investors. We provide financial expertise during board meetings, help communicate financial performance, and address investor inquiries or concerns.
Access to Professionals
Gain wide access to a range of knowledge and skills including valuation, tax and bank/non-bank debt, treasury policy and strategy for forward cover as well as capital raising.
