We help you shape an ideal outcome for you and your business and provide you with the insight, actions and support to make it a reality.
Whilst your situation is unique to you and your business, we trust our methodical approach will identify the key needs of you and your business and shape an Action Plan to suit.
At CFO Insight we focus on Building Better Businesses. We have recognised that there are three areas that we enjoy working, have a passion for and excel. They are:
Whilst your situation is unique to you and your business, we trust our methodical approach will identify the key needs of you and your business and shape an Action Plan to suit.
At CFO Insight we focus on Building Better Businesses. We have recognised that there are three areas that we enjoy working, have a passion for and excel. They are:
- Helping Distressed Companies come out the other side of difficult and challenging business conditions
- Supporting Start-ups navigate the often foreign world of starting a business, which includes fiscal responsibility and compliance (sleep at night), fundraising and heading overseas
- Helping good businesses become great
... I have worked with Phil on several occasions now, mostly in major transactions or business transitions which were both complicated and lengthy... Phil thinks outside of the square and considers issues that may not otherwise be obvious...
Intuitively we know that businesses become distressed due to events that result in a major decline in the business. However, distress can also be due to being too successful - over-trading.
We work with you to create an Action Plan that focuses you on what matters. It starts and ends with CASH. You would have heard the adage - "Cash is King" At CFO Insight we also believe cash is queen, prince, princess... Often our clients will ask "I am working harder and revenues are up, but why is cash down?" or "I am making profit, but my bank account is not showing an increase, why?" |
We help you make you good business GREAT by giving you the financial clarity and peace of mind and to work with you to help set the strategic direction to drive your business forward.
Performance blindness is something we see a lot of with new clients. Our roots as accountants mean we know how to capture what is happening in your business and present it in a way that is simple and makes sense. At CFO Insight, we follow the saying "What gets measured gets managed, and what gets managed improves". So we measure what is happening in your business against your plan and show you your business through a different lens. We work with you to understand your plan and what you need to measure and show. We embrace technology to make this happen, so the power to access critical information is in your hands. |
Most great ideas remain dormant because people don't have the, resources, time and/or money, and courage to take action. And for those who take action, most are unprepared and thus find themselves spending their valuable time and money on a dream that simply goes astray.
If it was easy, everyone would do it! This doesn't mean you shouldn't pursue your ideas. At CFO Insight we have helped many businesses successfully turn great ideas into reality. Depending on the support network you have available to you and your business, we help with, developing your strategy/approach, structuring, financial modeling and also funding. |
We introduce you to your business through your Numbers.
You know your business better than anyone. We give you deeper INSIGHT by painting you a picture of your business through your numbers. We provide you with clarity and confidence in the numbers to give you financial certainty and peace of mind.
Numbers are at the heart of what we do - we believe that what gets measured gets managed and what gets managed gets better.
Numbers are at the heart of what we do - we believe that what gets measured gets managed and what gets managed gets better.
Our Clients First.
Our clients matter. For this reason we intentionally select only a small number of clients to work with at any one time. For us to help you, we need to be committed and not distracted so we can give you help when you need it.
We also need business intimacy - ask us what we mean and why this is important to a successful outcome.
We also need business intimacy - ask us what we mean and why this is important to a successful outcome.
It is always a pleasure working with Phil and I have recommended him to numerous clients over the years, all of whom have provided positive feedback concerning the outcomes of his involvement...
We Promise You the Best
We’ve never been a compliance focused business – we’ve always positioned ourselves as a business consultancy that is here to help identify problems and provide best practice solutions. We are a small team with a close network of skilled and experienced business professionals who are willing and able to support you.
