Success Stories

Find out how we’ve helped entrepreneurs transform their business and their lives

Rated ‘Excellent’ by 91% of Clients

Our service is rated ‘excellent’ by 91% of our clients which means you can trust us to deliver an exceptional service and help you get what you really want from your business and for you as an entrepreneur.

A huge weight lifted from my shoulders

Laurence Carels,
Founder CDM Stravitec

“The first few weeks with our part-time CFO were a breath of fresh air for myself. I felt like a huge weight had been lifted from my shoulders.

Our CFO’s international experience in our sector immediately gave the entire management a lot of peace of mind.

He was operational from day 2 and very quickly part of the team. I am immensely grateful to him for all he has accomplished in a short period of time.”

Improve Reporting Improve Performance

Tony Williams
Williams Designer

“Before our part-time CFO came along, we needed to get a better handle on our reporting, improve our systems, and team management. We were not able to see what the actual monthly profits were as we didn’t have the ability to calculate the work in progress, and most of our purchases were expensed in the month incurred, so we would only get a true profit at the end of the year.

Our part-time CFO has benefited us as a business in every facet. We now conduct monthly meetings, closely monitoring our KPIs, WIP, and P&L to make sure that we are hitting our targets… Personally, I have more confidence to lead my team in a productive way by laying down firm boundaries so the team knows how to respond to any situation.”

Scaling Up

Managing Director
Bathroom Butler

“We could not afford a full-time CFO but needed this skill set inside our business to grow. We needed someone with the financial experience that could overlook what we were doing and keep us on track so we could focus on building our business.

We got more than we were expecting with The CFO Centre. Not only did I get valuable insight into the financial side of our business, but I also had someone to constantly discuss and reevaluate the strategic direction we were moving in.

Someone that has your interests at heart can listen to your ideas as you sound your way through them.  I found value in having someone that was not as emotionally invested in the business able to give independent advice from an outward-looking perspective.”

8 Billion Funding Raised

Francis Leung
Enterprise Ltd.

“Bankers reject far more commercial applications than they approve. Engaging a CFO will dramatically increase your odds of securing funding, faster and on better terms, because CFOs are highly experienced (forward looking) accountants who bankers trust to build realistic forecasts and projections.

   Our CFO has provided new insights to us not only on how to manage the bank accounts but a holistic and forward-looking view on the company’s financial performance. This  led to increased awareness and improved key performance indicators such as profitability ratios and working capital days. Our CFO actively established additional banking relationships to provide additional sources of funds with less collateral to support further growth.”

Increased Profit Margins

Vince Costanza, Owner
Genesis Connected Solutions

“When you understand and apply EBITDA, you can project your company’s long-term profitability, gauge its ability to repay future financing and uncover its value. The amount we increased EBITDA margin % from 2019 to 2020, as a result of increased focus on CFO-driven initiatives, ultimately resulting in a successful strategic sale of the business..

Engaging our CFO at Board-level helped us focus on improving the health of the business as our revenue mix transitioned over time, and helped drive a successful outcome in a strategic acquisition of Genesis in Q2’2021.”

Increase Cash-Flow Reduce Stress and Strain

Alistair Murray, Owner
Relocation Support

“When Phil came on board he helped us tighten up our systems and controls so that we have a more robust finance function. Maintaining positive cash flow so we could pay our people and suppliers on time was an issue for us. It was causing me some sleepless nights worrying about how we were going to juggle everything.

Our part-time CFO has hugely reduced the stress and strain in the business.

Recovering From Challenges & Setbacks

Peter Jackson,

“Our part-time CFO helped us to identify our shortcomings and worked with us to implement changes to deliver robust processes allowing us to recover from challenging times. We now have a systematic understanding of our financial position and as a consequence, we are in a stronger position to continue to grow both revenue and profit.

I now get to sleep at night, I can see the way forward and I am much more confident in securing my and my family’s long-term future. It is difficult to imagine how we would have found a safe haven without you. There was no rhythm or rigor to our financial reporting which placed the business at risk because of our lack of real understanding of the numbers. We didn’t really comprehend the depth of the challenge we faced until David starting working with us.”

Exits, Succession Planning Mergers & Acquisitions

Julie Cook, owner (retired),
Acacia Learning

“I have been wanting to retire for many years but wasn’t sure how to prepare the business for sale and ensure that it was in the best possible shape for potential buyers. Jim joined us as part-time CFO 4 years before the sale and has a huge amount of experience working with a variety of small to medium-sized businesses. He seemed to have previously faced almost every imaginable situation that came our way, good and bad, with an always calm demeanor and was able to act as both guide and mentor. He helped us acquire another business to diversify our product offering and led us through the exit planning process leading up to the successful sale of the business enabling me (Julie) to retire.”

Helping owners get their life back

Jonathan Quinn, Owner
Geckota Watches

“Taking on a part-time CFO was in part to help grow the business and get it to the next level and in part about freeing me up to choose how I would spend my time. Which ironically, I like to spend on my business, developing my people!

Mitch, our part-time CFO, plays a major role in the business running the company finances, but in reality, his role is much more all-encompassing. Mitch has been there and done it and just ‘gets business’. I have always felt that Mitch has my back and is fully embedded in the business, clear on the direction we are headed in, and fully committed to helping us get there. He’s very responsive, always there when I need him and he supports me as well as the rest of the team. He takes ‘ownership’ of the financial operations and frees me up to work on the projects I want to work on. He has helped me build a successful business that gives me freedom to choose how I spend my time.

Considering a part-time CFO but still have questions?
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