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LEVEL UP! CFO SERVICES

Ready to level up your business potential?

We can help!

We care about you and your business and want to help you reach your financial goals.

So, Linda, our Head Honcho, and Deborah Power, founder of Your Finance Team and The Female CFO, have joined forces to do just that!

Together, we have created LEVEL UP! CFO Services, specifically for successful small to medium sized businesses who aren’t quite ready to hire a full-time CFO, but really need the expertise of one to grasp the dynamics of their business.

Services

LEVEL UP! CFO

We strongly believe that knowledge is POWER, and knowing your numbers is crucial to achieving your business goals. Our Level Up CFO Services will help you understand and manage your numbers, plan and forecast your growth.

BOOK A LEVEL UP CALL!

FREE Business Health Check

A one hour complimentary meeting that reviews your business’ performance and determines business and personal goals, key challenges and ways we can work together

Annual Budget Preparation and Quarterly forecasting

A 12-month plan of your business and quarterly re-forecasts

Business Planning

A planning session that identifies your 12-month goals, and 90-day goals and actions, culminating in a dynamic one-page business plan

Cash Flow Forecasting

Preparation of a weekly cash flow forecast and a one-hour cash flow review meeting to finalise the forecast and identify opportunities for improvement

Monthly/Quarterly Review and Accountability Meetings

Review of management reports and 90-day plan

Profit Improvement

Review of profitability and identify opportunities
for improvement

Monthly Reporting

Preparation of monthly management accounts with variance to budgets, commentary and recommendations

Strategic Planning- 1/3/5 year plans

2-3 day sessions to develop your strategic plan for the next 5-10 years, including your core purpose, core values, your vision, brand promises, and how you will achieve your long term goals

Dashboard/KPI Reporting

Reporting your actual results against projected results for the most important metrics for your business

Strategic funding

Advising on funding options and negotiations with lenders, lease versus buy decisions, capital versus debt financing

Packages

LEVEL UP! CFO Packages

Our CFO Packages include:

Quarterly Review Package

This package is ideal if you’re a well-established business needing regular financial health checks.

Structured 90-day accountability coaching is included to ensure you achieve your business goals.

Includes:

  • Annual budget preparation
  • Quarterly financial reporting package incl. cash flow review, actuals v. budgets, forecasting and review of overall financial health
  • Quarterly Zoom meeting to review financial reporting packages, 90-day plan review and a general business review
BOOK A LEVEL UP CALL!

Gurus

LEVEL UP! CFO Gurus

Linda Hawkins
Head Honcho of SYM Business Services
Linda Hawkins

With nearly 20 years of experience working with SMBs within the bookkeeping industry, Linda brings a wealth of knowledge to the table.

Linda is a registered BAS Agent, certified in Xero, Quickbooks and MYOB and holds an Advanced Diploma in Accounting.

BOOK A LEVEL UP CALL!

As a seasoned CFO, Deborah boasts over 25 years of expertise in providing financial solutions to both multi-nationals and SMEs.

Deborah is a Chartered Accountant, holds a Bachelor of Commerce degree and specialises in Financial Management, Forecasting and Strategy.

BOOK A LEVEL UP CALL!
Deborah Power
CEO and Founder of Your Finance Team
 and The Female CFO