INTRODUCING
CFO by Workit
Access best value, premium, in-house, active CFO services to operate more efficiently and grow your business.
Personalised and tailored services for your business needs and ongoing advice when your business needs it – not just when you ask for it!
Packages below exclude your software cost.
CFO packages
Our team is equiped to take on financial services such as business planning and strategic advice, bookkeeping services, accounting and tax. Our CFO has over 15 years of experience working on large Australian and international corporates.
Standard
- Up to 100 non standard transactions per month
- Up to 3 employees
- Book keeping
- Cash flow forecast
- Annual financial statements
- Income tax returns
- Annual review and strategy meeting
- Access to your CFO by person, phone and email
- Quarterly BAS preparation and lodgement
- Annual payroll PAYG payment summaries lodgement
- Annual ASIC lodgement
- Annual FBT return
Premium
- Up to 100 non standard transactions per month
- Up to 3 employees
- Book keeping
- Cash flow forecast
- Annual financial statements
- Income tax returns
- Annual review and strategy meeting
- Access to your CFO by person, phone and email
- Quarterly BAS preparation and lodgement
- Annual payroll PAYG payment summaries lodgement
- Annual ASIC lodgement
- Annual FBT return
- Funding advice: equity/debt/convertiable debt
- Monthly business strategy meeting
eCommerce Premium Plus
- Up to 200 non standard transactions per month
- Up to 10 employees
- Book keeping
- Cash flow forecast
- Annual financial statements
- Income tax returns
- Annual review and strategy meeting
- Access to your CFO by person, phone and email
- Quarterly BAS preparation and lodgement
- Annual payroll PAYG payment summaries lodgement
- Annual ASIC lodgement
- Annual FBT return
- Funding advice: equity/debt/convertiable debt
- Monthly business strategy meeting
- Budgeting and forecasting
- KPI monitoring
Features
Active CFO Services
Access a highly qualified strategy and commercial team that will truly care, speak your language and give you the best advice to help grow your business. Receive monthly up to date dashboards with you business KPI’s and commentary.
Fixed monthly Fee
Get access to best in class commercial and strategy team without breaking the bank. Our transparent pricing is tailored to the stage your business is at.
Business Planning & Advisory
Receive strategic and business planning advice from our best in class team. We will actively review your business performance and provide insight into cost savings and revenue growth opportunity.
Digital Digital Digital
We worked extremely hard to make sure we digitise our process in any way we can to make your life and our life as easy as possible. We automated monthly reporting, payments, signing statements and a lot more. If you value this then we are certainly happy to assist you.
Accounting & Tax
Our accounting services are solely dedicated to helping small to medium businesses with all their requirements.
Bookkeeping Services A-Z
BE COMPLIANT in every way. Modern business demands information which is up to date and accurate. What you can measure you can manage.
Frequently asked questions
Answers to all your questions about our CFO by Workit service. For any more queries, please contact us directly.
Who should subscribe to CFO by Workit?
- Current Workit Spaces members located at one of Workit Spaces facilities and looking for active CFO services, accounting and bookkeeping services.
- Workit Spaces virtual office members searching for virtual CFO services or accounting and bookkeeping services.
- Any eCommerce or online business who is looking for virtual CFO, CFO services, accounting and bookkeeping services in Sydney or Australia.
What type of services do you provide?
CFO by Workit provides accounting, bookkeeping, strategic advice and business planning to a wide variety of clients form many different industries including eCommerce and online businesses.
How do i get started?
Simply choose the CFO by Workit package suitable for your business and send us an online enquiry. We will be with you in every step of the way so if you run into any trouble, just message us or give us a call and we will be with you as fast as humanly possible!
Are there any hidden fees?
Nope. You will receive exactly what you pay for with no additional fees or cost.
How long does it take to set up the accounting and bookkeeping services?
Generally 1 – 5 business days – once we receive all the documents we asked for and a signed service agreement.
Can I meet with my CFO IN PERSON?
Yes. You can meet with your CFO either in person or over Google Hangouts during your monthly reporting sessions. Also, you can call, message or email your CFO at anytime if you have any questions related to your business affairs.
What documents do you require?
All documents will be uploaded using our online account setup process. We require Director ID, a signed service agreement and your company details.
Does the CFO by Workit team have experience in accounting for eCommerce businesses?
Yes, the majority of our clients are eCommerce and online businesses. We will make sure your profit and loss statement reflects your actual profitability. We will also follow inventory accounting standards that are compliant and aligned with your business operation and ensure your balance sheet is true and accurate. By becoming a member of CFO by Workit, you will always have all the documents you need to present your bank for loan approvals or any other transaction handy at your finger tip.