Outsourced CFO and Board-level support

If you are running a business but are feeling stuck, unsure, overwhelmed, or that you generally just need more support, you have come to the right place.

Our combined Outsourced CFO and Board-level support service has specifically been designed to provide greater forward-looking support to kiwi business owners, allowing them to to what they do best, and thrive!

  • Strategy and planning support. If you fail to plan, then you are planning to fail. Having a precise well thought out strategy and business plan will put you a step ahead, and will allow for a common vision for your entire team, meaning you are all working towards common goals.

  • Financial reporting and cashflow management. To make a business both successful and sustainable, the financial aspects of the business need to be monitored tightly.

  • Operational guidance. We can support you to look at the bigger picture - the overall organisational structure of your business, and refine the necessary roles and responsibilities, systems and processes.

  • Working with your team. We have experience in managing staff and are happy to work with your team to aid their development.

  • We can also cover all of your traditional compliance, accountancy and tax needs, meaning you will never fall behind with your tax.

What the service includes;

It goes without saying that a CFO will be exceptional with numbers, but this service entails so much more, giving you a well-rounded level of business support.

We tailor our services to you and your business needs, but will generally include:

How we work with you;

As a member of your team, we will get together with you weekly, so it’s never long between visits.

We will also attend your Board meetings, and provide feedback and reporting on a regular basis.

Who can benefit from this service?

Anyone-in any industry- might benefit from this service, but especially those looking for additional support in their decision-making processes or could benefit from new independent and diverse advice.

The benefits in more detail

Here is what we bring to the table for Directors who engage our service;

  • Greater confidence and relief from stress: We become a trusted member of your team and support you at the Board and Management levels.

  • Consistency and flexibility: We will integrate ourselves to fit into your business needs, and act as an additional sounding board. With this service, we see you regularly making for a responsive and adaptive service offering.

  • A level of independence that might otherwise be lacking: We bring a wealth of experience to your team and will offer advice and solutions that you may not have considered previously. This is especially relevant when we work in family-operated businesses.

  • Greater control, transparency and education around all financial aspects of your business: Including profit, cashflow and financing.

  • Business owners working with business owners, meaning we get it! It also means that we are in it for the long-haul, and won’t pass you to the graduate in the back office.

  • Our experience and expertise are hard to find! It’s hard enough to find committed knowledgable and experienced CFO’s at the best of times, let alone on a part-time basis.

  • Value at a fraction of the cost. We are highly focused on the value we bring to your team, yet you only need to pay us a fraction of the cost of a full-time equivalent.

Who will you be working with?

Under this service, you will be working with Kat Makanza. Kat is an experienced Chartered Accountant, a member of the Institute of Directors, and a business owner who brings a wealth of experience, efficiency, and positive attitude when she becomes a member of your team.

Currently there are 3 spaces available for ambitious kiwi business owners that are looking for support to improve their business growth.

Book in a complimentary consult with Kat to see if your business is the right fit. Simply get in touch via the form below - we look forward to helping you grow.

What Kat’s clients say

  • "With Kat’s support our business has gone from strength to strength; grown from 2 to 11 employees, and our revenue more than doubled between our first and second years of trade, with continued growth very much on the horizon."

    Emma Watkins, Director, South Island Heart

  • "Kat is friendly to work with and has helped us to solidify our overall business strategy, review our organisational structure, bring awareness to areas of risk in our business, and has helped immensely with the financial aspects, including cashflow planning."

    Grant Walker, Director, 2B Connected

  • "When I started my business in 2021, I was lucky enough to get find Kat. From our very first conversation she was enthusiastic, direct and I felt that she really cared about helping me get my business off to a good start. 3 years in and the service to date has been nothing but positive."

    Matthew Turbitt, Director, Emerald Construction Services

Let’s take your business to the next level

Book your complimentary consultation via the form below to see if your business is the right fit for our part time CFO service, and we’ll be in touch for a chat ASAP!