CleanSlate - your virtual CFO

CleanSlate is your trusted virtual CFO providing you with the necessary financial expertise your business needs. Our services cover a wide array of tasks from budgeting, and managing cash flow, to strategic planning and more.

We are highly experienced professionals specialising in financial optimisation solutions customised for each of our clients.

Affordable Virtual CFOs

Specialist in CFO service

A CFO is a financial specialist and key decision-maker who manages a company's finances, enabling it to reach its objectives. At CleanSlate, we are specialists in CFO services that provide you with the necessary financial expertise your business needs to remain profitable while achieving growth.

Our team is highly skilled and has a thorough understanding of all aspects of finance, accounting, and taxation. We offer a wide range of financial solutions and are proud to be a trusted provider of CFO services, offering comprehensive assistance at every stage of the process.

We strive to keep our clients up-to-date with the ever-changing dynamics of finance and taxation so that they can remain compliant and successful.

We are dedicated to delivering results that help you make informed decisions while managing your finances more efficiently. Our in-depth experience gives us an edge over our competitors.

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offerings

Exceptional virtual CFO services

Elevate your financial game with our Virtual CFO services. We go the extra mile to deliver outstanding results that will leave you amazed and your expectations surpassed.

Save overheads

Save overheads

Reduce your overheads by allowing our CFOs to become part of your outsourced accounting division at a fraction of the cost of hiring an in-house team.

Control results

Control results

Our team will provide you with regular reports highlighting any variance between actual performance and forecasts so that you can control financial outcomes.

Grow profits

Grow profits

Our team will work closely with you to develop business strategies to help grow your profits, improve efficiency, increase revenue, and reduce unnecessary expenses.

Stay liquid

Stay liquid

Our team will provide regular cash flow updates after carefully considering your business's receipts and payments to ensure that your business's liquidity is never impacted.

Virtual CFO Package
Package

Virtual CFO package

When you are short on time and resources, our virtual CFO can help grow your business to new heights by managing bank relationships, conducting regular KPI meetings and cash flow at affordable rates.

Beginner
$500/mth*
Expansion
$1200/mth*
Established
$2500/mth*

*For detailed package description click below.

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money back

CleanSlate offers 30 days money back guarantee to ensure client satisfaction.

Rest assured we always put our clients’ requirements first.

How our outsourced CFO services will benefit your business?

Outsourcing CFO services to CleanSlate will help your business in several ways. Our professionals have the expertise and experience necessary to provide you with comprehensive financial advice without requiring a long-term commitment or high overhead costs.

Furthermore, because we offer remote services, our team can easily be integrated into your existing structure and processes.

Our CFO solutions can help you develop financial strategies to increase profits and reduce expenses. And by ensuring that your business has a good handle on its cash flow, we can minimise interruptions and allow you to focus on the bigger picture.

Our outsourced CFO service will save your business time, money, and energy while providing valuable financial insights that will help you make informed decisions and allow you to keep your focus on the success of your business.

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What exactly do our virtual CFO services include?

Business

Business benchmarking

We will compare your business's performance to industry standards and competitors, identifying areas for improvement and growth opportunities.

Management reports

Management reports

We will provide you with updated management reports to keep track of your business's financial progress and allow for better decision-making.

Technology Review

Technology Review

We will assess the technology and software used in your business and recommend updates or upgrades to improve efficiency and streamline processes.

Tax planning

Tax planning

We will work with you and your tax advisors to develop a comprehensive tax plan, ensuring compliance and maximising savings.

Cashflow analysis

Cashflow analysis

We will analyze your business's cash flow and create forecasts to anticipate and plan for any potential financial challenges or opportunities.

Tax planning

Tax planning

We will work with you and your tax advisors to develop a comprehensive tax plan, ensuring compliance and maximising savings.

Why us

Why choose CleanSlate as your virtual CFO?

We understand the complexity of managing a business's finances and strive to provide the best service possible. We take a holistic approach to financial management and look at all aspects of your business including income, expenses, and investments.

We will work with you to create a comprehensive plan that sets realistic goals and helps you make sound decisions for the long-term success of your business. Our team of professionals has years of experience in the financial industry.

We are committed to providing our clients with the highest quality of service at an affordable rate. Our virtual CFO services offer you the expertise and support needed to grow your business without breaking the bank.

We take an individualised approach to our services, customising solutions to meet your exact needs. We look forward to helping you achieve success in all facets of financial management. Contact us today to get started

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TESTIMONIALs

Client reviews

Josel Jose

If you're looking for an excellent accounting and tax service, CleanSlate is definitely worth considering. The team is very professional and supportive, and the process is streamlined and efficient. Overall, I've had a great experience working with them!

Questions

Frequently asked questions

Ask a question

A virtual CFO service is a type of financial consulting provided remotely by an expert in the field of finance. They provide objective advice and insights on all aspects of financial management, from budgeting and forecasting to tax planning and debt management.

Virtual CFO services typically include:

  • Business benchmarking
  • Business system review
  • Cash flow & Budget forecast
  • Budget to actual analysis
  • Management reports
  • Tax compliance review, etc.

Outsourcing a virtual CFO can provide businesses with many benefits, including:

  • Access to experienced financial professionals
  • Improved decision-making through objective advice and insights
  • Greater efficiency and cost savings compared to hiring an in-house financial team
  • Flexibility and scalability based on your business's changing needs.
  • Increased focus on other areas of the business such as strategy and growth.

The costs for a virtual CFO service will vary depending on the services you require and the experience of the individual providing them. Most companies that offer this type of service will charge an hourly rate or a flat fee for the services provided.

The cost of a virtual CFO service is generally lower than that of an in-house finance team.

Finding an affordable virtual CFO service requires research and careful decision-making. But with the right approach, you can get high-quality financial support at an affordable price.

Contact us today to learn more about our virtual CFO packages and how we can help you reach your financial goals.

Choosing the right CFO service for your business depends on several factors, including:

  • Your specific financial needs and objectives.
  • The services offered by various providers.
  • The experience and qualifications of the individuals providing the service.
  • Your budget and available resources.

When selecting a CFO service provider, make sure to read reviews, compare pricing models, ask questions about their experience, and get references from clients they have worked with in the past.

Taking these steps will help you find an experienced virtual CFO who meets your needs for services and price.

A virtual CFO service provides many of the same services as an in-house CFO, but with the added advantages as noted below:

  • Cost: A virtual CFO is typically more cost-effective than hiring an in-house team.
  • Flexibility & Scalability: A virtual CFO offers flexible and scalable services, allowing you to adjust the scope of service based on your business’s changing needs.
  • Expertise: Virtual CFOs have access to up-to-date insights into financial trends and provide tailored solutions to meet your exact needs.
  • Efficiency & Time Savings: Outsourcing a virtual CFO helps save time and money while ensuring that your business is making the best financial decisions.

The key principles of a successful virtual CFO include:

  • Establish clear goals and objectives.
  • Utilise data-driven decision-making.
  • Implement cost savings initiatives.
  • Develop transparent communication channels.
  • Monitor progress regularly.
  • Maintain up to date records and documentation.

By following these principles, businesses can ensure their finances are well managed and their resources are being used in an effective manner for maximum profitability.

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Secure your business's financial future with our outsourced virtual CFO service. Book a call for expert guidance, strategic planning, and personalised solutions to achieve stability and growth.

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