virtual cfo services

Put your finances in safe hands

iKeep Bookkeeping and Payroll Services

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 ­– and that’s where iKeep comes in. 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.

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:

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Complete financial management

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

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Detailed reporting and financial data with analysis

A monthly Management Reporting Pack containing a deep dive into your financials, with commentary.

xero bookkeeping

Financial modelling and budgeting

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

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Regular catchups, mentoring and workshops

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

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Advice on fundraising

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

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Connections to grow your business

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

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

Other services

Our services

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

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Whether you have one employee or 200, we make it easy to fulfil your payroll obligations, from salary to super and beyond.

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Virtual CFO

Like having your own CFO and mentor in one. Your dedicated Finance Advisor will guide your business growth with detailed financial reports and regular workshops.

What happens when I need a full-time CFO?

iKeep’s goal is to get you to the stage where you need a full-time CFO, and we think this is a cause for celebration 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 even 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.

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