Put your finances in safe hands

Put your finances in safe hands

Like having your own CFO and mentor in one

As your business grows, the support you need changes. A Chief Financial Officer plays a key role in analysing your financials, ensuring you make the right strategic decisions to sustain and accelerate your growth.

However, taking on a full-time CFO is a major step: iKeep fills the gap if you’re not ready. Our Virtual CFO service helps guide your business growth – ensuring robust financial systems and providing detailed financial analysis – fuelled by our experience with hundreds of companies in many different industries.

Robust, scalable systems

Your vCFO will ensure your financial systems are designed to support your business growth – and that they’ll provide the information you need to drive that growth.

Strategic insights and analysis

Our vCFOs are experts at interpreting financial data and have significant industry experience. Combined with their in-depth knowledge of your business, you’ll always get expert advice on your next move.

Detailed reporting and financial data

Deep-dive into your financial information using our business dashboard – so you and your vCFO can analyse lead indicators and propel your business forward.

Connections and community

Your vCFO will open doors that will help grow your company – introducing you to investors and industry peers, providing fundraising advice, and even helping recruit a full-time CFO when the time comes.

Need help with financial modelling?

No budgets or financial models? Our financial modelling services can help get your forecasts on track with your books. We also offer interim re-budgeting options, such as rolling 12-month forecasts every six months, to ensure your projections are always up to date.

What’s included?

Each Virtual CFO service is different because every business is different. Our service will be tailored to suit your stage of business growth and the services you need. Typical services include:

Complete financial management

Accounts managed monthly, including Profit & Loss, Balance Sheet, and extensive Cash Flow Analysis

Detailed reporting and financial data with analysis

A monthly Management Reporting Pack containing a deep dive into your financials and accompanying commentary.

Financial modelling and budgeting

Regular reviews of your cash flow forecasts and adjustment as necessary.

Regular catchups, mentoring and workshops

Regular meetings with a professional CFO to discuss strategic plans. Weekly or monthly, face to face or video – we work to your rhythm.

Advice on fundraising

Suggestions to boost your cashflow, including options to pitch your business to investors.

Connections to grow your business

Facilitating contact with peers in your industry (and others), the financial community and more

Accountability

What gets measured gets managed. We hold you to your word, with fortnightly accountability calls

Other services

Our services

Bookkeeping Services

Outsourced bookkeeping and accounts services simplify the day-to-day financial admin, freeing you up to focus on growing your business.

Daily account reconciliation means you always have access to an up-to-date, accurate financial position – and your dedicated iKeep support team is always available to help

Payroll Services

Whether you have one employee or 200, we simplify Australia’s complex payroll obligations, from salary to super and beyond. Our combination of cutting-edge technology and experienced payroll professionals makes calculating payroll as simple as pushing a button – and ensures you always comply with your legal obligations.

Outsourced Accounts

Like having your own CFO and mentor in one. 

Our Virtual CFO service gives you the expertise of an experienced CFO at a fraction of the cost of a full-time hire. We guide your business growth – ensuring robust financial systems and providing detailed financial analysis – fuelled by our experience with hundreds of companies in many different industries

What happens when I need a full-time CFO?

Our goal is to get you to the stage where you need a full-time CFO – and we celebrate when this happens! Getting to this stage means you’ve reached a monumental milestone in your business. 

Not only will we provide a structured handover service, we can help you find the perfect person to fill our boots by tapping into our extensive network – so you can be sure your finances will always be in safe hands.

Enquire now

Interested in our Virtual CFO service? Enter in your details with a short message about your needs, and we’ll be in touch.

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