Shore up your business

Tailored CFO services for small & medium enterprises from Byron Bay TO THE Gold Coast

MAKE WAVES WITH YOUR FINANCE FUNCTION

The Coastal CFO is a boutique consultancy delivering you the expertise you would normally receive from an in-house CFO at a fraction of the employment cost.  

who is the coastal cfo?

MEET Paul Robertson

The Coastal CFO is Paul Robertson, who brings a wealth of financial experience in  manufacturing, distribution, e-commerce, professional services and not-for-profits. As a CFO, and former manager at global accounting firm KPMG, Paul has worked with organisations of all shapes and sizes. He advocates an approach to business that puts the customer at the heart of everything, with a strong focus on cashflow planning and the choice of the right financing as the key to sustainability.

not a replacement for your tax accountant

THE COASTAL CFO WORKS IN YOUR BUSINESS TO IMPROVE YOUR FINANCE FUNCTION

Unlike many other accountants The Coastal CFO’s only focus is making sure your business is successful now and sustainable in the future. This is achieved through a unique approach to business partnering focused on three core principles:

  1. Development of a robust and realistic business plan
  2. Integrated cash flow forecasting
  3. Multi-dimensional review and interrogation of your financial results

Services include:

  • Development of budgets and regular forecasts
  • Strategic planning
  • Cash flow forecasting
  • Negotiations with banks and other providers of capital
  • Debt advisory, right sized, risk minimised debt arrangements
  • Design and development of accounting systems
  • Creating meaningful KPIs for your business
  • Sales and marketing strategy
  • Information Technology strategy including software selection
  • Pricing analysis
  • Bookkeeping
  • Company secretarial
  • Full payroll function
  • Human Resources advice
  • Sales invoicing and debtor management

DON'T GET TIDE DOWN

SERVICING BUSINESSES & NOT FOR PROFITS OF ANY SIZE

For start-ups and entrepreneurs wanting to build their first business plan

For existing businesses needing sharper business planning for better performance

For not-for-profits and social enterprises looking to scale up or sustain operations

For business owners wanting to develop an exit strategy

PRICING & APPROACH

What The Coastal CFO Can Do For You

The Coastal CFO will work with you to build a fee structure that suits you and your business. It could be a few hours a week, a few hours a month, a 3-month project or a one-off service.

flexible hourly rates

To suit your business and your budget

in-house or remotely

The Coastal CFO can work in your office as you need.

complementing your finance team

The Coastal CFO works with your accountant, bookkeeper or in-house finance teams and can also provide bookkeeping services if required.

FOR ENTREPRENEURS FROM BYRON TO THE GOLDY

A SIGNATURE SERVICE FROM THE COASTAL CFO

While entrepreneurs often have a natural affinity with their customer and are great at positioning their product, too often businesses based on amazing ideas fall over due to inadequate business and financial planning.

The Coastal CFO specialises in working with entrepreneurs who want to convert their ideas into long-term sustainable businesses.

Too often, great entrepreneurial ideas don’t convert to great businesses in the long run and for reasons completely avoidable. That’s where The Coastal CFO comes in.

Starting with a financial health check of your business or your business proposal, and then working shoulder to shoulder with you to build a detailed business plan and cash flow forecast. The Coastal CFO can also prepare submissions to obtain additional finance either through debt financing or the establishment of equity partnerships.

Get In Touch

11 + 10 =

THE COASTAL CFO

cfo@coastalcfo.com.au
0488 760 003
BASED IN KINGSCLIFF, NSW