Next level services designed tailored created for your Business

Are you ready to take your business into the next phase?

Our virtual CFO and coaching services are designed to give you accountability and guidance from your already trusted adviser.

Want to learn more? Call us today on 07 3821 4401 and book a complimentary 30 minute consultation where we will be happy to answer any questions you have on our coaching, advisory or CFO services.

Virtual
CFO

For the business owner who needs more time.

Our virtual CFO service provides a monthly overview of your businesses financial position highlighting areas that you need to pay attention to!

Financial Awareness Coaching

For the business owner who wants to do it yourself.

Our Financial awareness coaching provides you with the tools to be your own CFO, talk the talk and walk the walk.

Monthly
Coaching

For the business owner who needs more support.

Be held accountable to achieve your desired results while gaining an understanding of the key drivers within your business.

Virtual CFO

We are a complete business solutions centre and our virtual CFO service has been developed to solve a common problem in many business owners lives – TIME.

A highly skilled CFO overview of your small business for a small investment. You can have a skilled professional provide a monthly overview of your business financial position and highlight areas that you need to pay attention to.

This service has arisen due to the large number of business owners finding themselves trying to juggle the demands of their business and the practicalities of paying the bills and running out of time to step back and assess their business financially.

Large business will employ a full time CFO or financial controller who’s job it will be to constantly review and analyse the financial position and risk management. Whereas the small business owner does not have this support.

Feedback we received from business owners is that they felt lonely when it came to making business decisions. They had no one to bounce ideas off or take an active interest in their plans.

Many small business owners also run out of time to properly analyse and understand their financial performance, meaning that they are not making the most of opportunities available to them or take measures to address risks before they become issues.

By engaging Jewell Moore to provide a virtual CFO for your business you will get the peace of mind that you have a highly qualified professional actively looking out for your business finance.

You will receive:

  • Monthly financial summary;
  • Monthly financial analysis;
  • Monthly commentary on your finances; and
  • Telephonic support from your virtual CFO[i]

 

If you believe that your business is worth investing in, start by investing in your financial success by engaging a Jewell Moore CFO.

[i] Telephonic support is provided for questions that may be dealt with in a 10 minute call. More complex matters or ongoing issues arising around the same matter will be billed in accordance with your client agreement with Jewell Moore. Fair Use Policy applies.

Financial Awareness Coaching

Be your own CFO or have us train your trusted employee to be your CFO. 

The better you understand your business, the easier it will be to make more money and improve cashflow.

Management decisions rely on a sound understanding of the financial drivers in your business. Financial Awareness Coaching is a great starting point for you to gain confidence and important business knowledge to successfully lead and manage your business.

This service enables business owners to fully understand and interpret their numbers, therefore gaining a strong foundation on which to manage their cashflow and grow their business. 

You’ll attend bi-monthly meetings with us to discuss and review your financial results, culminating in you learning to produce and interpret your own customised financial reports on a monthly basis.

The focus of each meeting will depend on your needs, objectives and business direction.  By attending Financial Awareness Coaching you’ll:

  • Receive independent advice
  • Gain knowledge of key accounting concepts
  • Access the collective wisdom of our accountants, systems, products and services
  • Receive ongoing phone support to address issues between sessions
 

If you want to truly understand how much profit you’re making and the variables that can improve this – call us

 

Financial Awareness Coaching will help you to understand your key financial reports:

  • Ensure accuracy going forward
  • Ensure a clearer format to aid decision making
  • Make informed decisions with better understanding of the financial implications
  • Manage and monitor your cashflow effectively, as well as your debtors and creditors
  • Begin to understand other information you may need to capture monthly
 

By undertaking Financial Awareness Coaching you’ll develop the knowledge and skills to identify burning issues and address them effectively.  We’ll even help you identify areas where you could save time on admin tasks that can easily be automated or delegated.

Your coach will hold you accountable for reviewing your monthly reports prior to each meeting.  This accountability will positively impact the way you manage your business and teams’ performance.

Financial Awareness Coaching is an important investment for you personally – and for your business. 

Call us and we’ll help you take control of your financial situation.

Monthly Coaching

At times as a business owner do you feel alone and unsuported?

Owning and operating a business is hard work.  Long and demanding hours make it easy to get trapped in a tunnel vision state.  It’s important to take time from the daily operation of your business to gain perspective and clarity.

Our Monthly Coaching programme provides a regular forum to bounce ideas and make plans. 

We’ll give you the accountability and support you need to ensure you make the best decisions for you and your business.  Together we’ll develop strategies to improve performance and overcome any challenges you face.

Coaching isn’t just about increased accountability, profitability and cashflow.  It’s also about achieving your desired work outcomes to gain the lifestyle you want.  

Whether your business needs guiding through a major change, or you simply wish to have regular contact with a trusted coach, we’d love to help.

Would you value a regular forum with an independent party to discuss burning issues and opportunities? 

Monthly Coaching enables you to be proactive, not reactive:

  • Be accountable to achieve your desired results
  • Identify and resolve your burning issues
  • Gain an understanding of the key drivers within your business
  • Understand the impact of ideas prior to implementing them
  • Access an impartial coach to filter ideas and improve decision-making
  • Increase efficiency, profitability and cashflow
  • Improve leadership and management

This coaching programme consists of monthly meetings with a senior team member.  Prior to each session you’ll complete simple pre-work which will influence the focus of each session.

We’ll help you review your results, identify opportunities, clarify areas for improvement, and discuss how to overcome any obstacles you’re facing. 

Monthly Coaching gives you regular dedicated time to make better business decisions, utilising knowledge and support from your coach. 

Call us today – we’ll help you achieve your business goals.

Contact us