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OUTSOURCE YOUR CFO

We are an Italian family business in the Formwork Industry.

When Brian came to us we were very good at working hard but we didn’t really have a handle on our financials. Historically we had always managed the business by instinct and that had made us the successful business we are today.

We were introduced to Brian because we were finding that the business could no longer be run on instinct alone and that a deeper understanding of our environment and financials was required. Brian has helped us to navigate our way through a tricky period of change involving the succession of the business within the family and difficult market conditions.

We now have proper financials which is instrumental in assisting the family with that process. Brian has been a steady hand and an excellent sounding board for myself as Managing Director and all our family members in managing this change process.

Stefano Calautti

Managing Director – Calcono Group

I came into contact with Brian through my business network and was not aware of anyone currently offering the type of service that he does. I had never felt in control of my financials so I thought I would give it a go.

Brian reviewed how my reporting was set up and my processes and I now feel that I am in control. We have a monthly meeting to go through my business performance and he even provides me with forecasts which I find very useful and informative. I have been able to make some key decisions as a result of our discussions and as a result my business is in a better place.

John Mason

Founder and Director

We are a software company who had commenced business recently when we came to The outsourced CFO. The owners had built successful businesses in the past and were aware of the need for financial diligence from the get go. We discovered the outsourced CFO on line and got in touch with Brian.

Since coming on board, we have set up monthly review meetings where we go through a reporting pack that Brian prepares under a tight timeline working closely with our admin staff. With our expansion into UK and US markets, the monthly meetings have become a focal point for our Management Team in all locations to get together and review our performance with the proper financial data. Brian’s input is highly valued.

As a business, we are on a trajectory where one day we will require a full time CFO resource. However in the interim we are receiving all the same benefits from the outsourced CFO as the business grows. The outsourced CFO provides an excellent, cost effective solution for any business of our size and stage of growth.

Stuart Plane

Director, MatrixIDM

Brian was introduced to our business as we were looking to improve our Management Reporting, a lack of clarity around the financial performance of the business and cash management.

Whilst the initial decision was difficult, we have never looked back since. Brian now takes a financial leadership role within the business. He is part of our Advisory Board, our Executive Management team and provides support to all staff on any financial matters, including mentoring and leading our small finance function.

In our meetings we now have financials which not only provide a clear picture of past results but also look forward. We now have key metrics which the business uses to monitor performance and a much tighter control over cash. Furthermore, Brian is always a good sounding board for any issues that exist within the business.

Andrew Halmarick

Managing Director – Craig & Rhodes

We are a Medical Practice and Day Hospital based in Cairns Qld and were looking to strengthen our finance function and came across the outsourced CFO via the internet. We met with Brian and he impressed us with his experience working in larger businesses and how his experience could be leveraged into a smaller business. As we had big growth plans, it was important that we think like a large business when it comes to financial information and business processes..

Since engaging the outsourced CFO, we have grown in many ways including the introduction of monthly Board Meetings, formal Board papers and more recently a Finance committee to which Brian has made a valued contribution. The outsourced CFO has been part of that growth process, assists with all financial decisions provides financial leadership to our finance team. He has visited Cairns but works remotely which has been very effective. We would have no hesitation in recommending the outsourced CFO to any small business looking to bring in these higher level financial management skills on a part time basis.

Dr Stefan Antoniou

CEO – Integrated Medical Services