CountPlus One’s dedicated team really take the time to get to know your business. Your goals for the future become our goals too. We tailor advice and solutions to your specific needs so you can confidently focus on business growth. Talk to us for professional accounting and financial advice, plus dedicated service that will help you reach your next business milestone.
Client:IT Professional, Medium Sized, Trading for 3 years Objective: Having the Right Information to Make Decisions
Kim and Sue are building an IT software consulting business. They have a small team of developers and have a lean operation. They needed to have the right financial information to grow the business, manage their cashflow and stay on track with the longer term goals.
CP1 helped Kim and Sue establish their project management and cloud accounting systems so that the information flows between the systems. Manual processing is limited by using applications to capture and code expenditure details from scanned invoices or receipts, and record employee and contractor time to projects. Connective applications allow the transfer of data seamlessly.
Monthly management accounts are prepared in a timely manner, with comparison against budget, KPI reporting and cashflow analysis and projection ready for review. This allows Kim and Sue the confidence to get on with growing their business.
Virtual CFO services
Tax compliance and advisory
Speak to one of our team about how we can be a virtual CFO for your business, or help you to set up your accounting systems for your team to get the right information for your business on 1300 360 186.
This case study is not intended to imply advice to your own situation. Please speak to us to understand your financial needs, objectives and circumstances.
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*Services provided as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (‘Count’) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.
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