The CFO Solution – Service Plan

Each company is different, and when it comes to finance and corporate compliance there's no 'one size fits all' approach. That's why The CFO Solution offers scalable services tailored to fit your individual needs.

Whether you require in depth financial advice from an experienced chartered accountant or assistance with maintaining records and meeting legislative requirements, The CFO Solution is an invaluable resource at your fingertips.

Listed below are the services we offer. This list is by no means exhaustive, and our team of friendly staff are more than happy to talk about any services not listed here that you might require.

Company Secretarial
  • Announcements
  • ASX/ASIC Correspondence
  • Audit Committee
    • Preparation of Papers
    • Meeting Attendance
    • Minutes Preparation
  • Board Meeting
    • Preparation of Papers
    • Meeting Attendance
    • Minutes Preparation
  • Company Secretarial
  • Corporate Governance
  • ESOP Setup/Maintenance
  • Notice of Meeting
  • Remuneration Committee
    • Preparation of Papers
    • Meeting Attendance
    • Minutes Preparation
  • Risk Management and Monitoring
  • Shareholder Meeting
    • Preparation of Papers
    • Meeting Attendance
    • Minutes Preparation Shareholder Meetings
  • Shareholder Queries/Investor Relations
Capital Raising support
  • Appendix 3B – Change in Share Capital
  • Appendix 3X, 3Y, 3Z – Directors Interests
  • Capital Raising
    • Placement
    • Rights Issue
    • Share Purchase Plan
    • 12 Months – 20 Subscribers – $2M
  • Substantial Shareholder Notice
financial reporting
  • Annual Report
  • Half Year Report
  • Other Exchange reports
  • Quarterly Reports
Accounting
  • Accounting – Management
  • Budgeting
  • Discounted Cash Flow/Valuations
  • Fringe Benefits Tax
  • Income Tax Co-ordination
  • Internal Controls/Systems
  • Model/Workpaper Preparation
  • Other Activity
  • Research and Development Tax Concession/Grants
bookkeeping
  • Accounts Receivable/Payable
  • Banking
  • Business Activity Statement Insurance Renewal
  • Insurance Renewal
  • Payroll
Pre ipo services
  • Accounting and financial report support for prospectus
  • Ad-hoc availability
  • Company secretarial support including guidance and direction
  • Supervise payroll, accounting, and bookkeeping process
  • Work with ASX on admission matters
  • Work with Due Diligence Committee including lawyers during the preparation of Prospectus (up to 6 DDC meetings)

Get in contact

  • Melbourne Office

    Level 3, 62 Lygon Street,
    Carlton, VIC 3053
    PO Box 655, Carlton South
    VIC 3053
    Email: info@thecfo.com.au

    Phone: +61 (0)3 9824 5254
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