Accountant verification: independent verification by a qualified accountant of the client’s financial information, business viability, income capacity, or financial position. It can be used for mortgages, visas, property settlements, loans, business deals, ATO matters, and legal cases. Our verifications are accepted by banks, the government, and legal bodies.

The main difference is that a virtual CFO offers strategic financial management, cash flow forecasting and management, FP&A, KPI development, board reporting, funding strategies, decision support, and performance improvements. Regular accountants offer compliance services, taxation, and historical reporting. Virtual CFOs specialize in strategy and growth, which is similar to the services of a part-time CFO.

Australian law requires at least one director to be a resident of Australia. Foreign companies that set up subsidiaries in Australia must comply with the rules set by the Australian Securities and Investment Commission. Our resident director service will comply with the regulations while you maintain control without the need for relocation.

If you want to retire in the future, yes. The sooner you start, the more wealth and tax benefits you will receive. It will also give you more options for superannuation contributions and the ability to set up a transition to retirement strategy.

Financial planning includes investments, investment portfolios, insurance, and retirement savings for the future. Wealth management, as defined for this business, includes structuring for tax minimization, asset protection, setting up trusts and companies, and estate planning. It is the structuring and accounting side of things.

The costs will vary depending on the complexity and the number of hours required. It can be as little as a few hours a month for some businesses or as much as weekly for cash flow management and funding strategies. Please contact us for a customized quote.