Meet Charlotte. She’s organised! She is also the Founder and Director of A CFO – a business born out of the realisation that many small/medium business owners were getting overwhelmed with random spreadsheets of income and expenses, shoe boxes full of receipts, unpaid taxes and no clue what their overall business position was. Charlotte wanted to offer business owners an organised, trustworthy and multifaceted virtual assistant service to keep their accounts in order………and to assist with anything in between!
Charlotte can morph from being an expert bookkeeper and tax prep/BAS agent to offering services as an Executive Assistant, HR Officer, Payroll Officer, AP/AR Officer, Contracts Administrator, Advisor, Systems Specialist, Event Coordinator, Finance/Insurance Broker and anything in between. She’s be known to hire a babysitters, arrange for the dry cleaning to be picked up and source a gardener to tend to the hedges, all from her remote office location. If that’s not enough, she’s even directed a client to the nearest fuel station via telephone after she received a call from him to say the fuel light in the car was flashing….. true story!
With a solid background as an Insurance Underwriter, Charlotte also has a degree in General Studies and became familiar with Cloud Accounting in its infancy. After completing extensive XERO training, Charlotte started her remote bookkeeping service and got her clients in “the cloud” so they could track their business position in real time and benefit from the extensive range of XERO Accounting Software features. Since then A CFO has gained an impressive client base and now offers a wide range of virtual solutions to businesses ranging from Real Estate to Retail as well as sole traders and busy business executives. A CFO has recently appointed a team of dedicated and qualified bookkeepers that work under Charlotte’s guidance to provide an efficient, compliant and affordable service……….rest assured though that Charlotte still works as part of the team and is always available just in case your fuel light is flashing!
Get in contact with A CFO today to see how Charlotte can come up with a solution for you!
A CFO works exclusively with XERO accounts software to ensure your finances are in order, no matter what sized business you’re running. As a preferred Xero Partner, A CFO will get your accounts in “the cloud”, making daily bookkeeping, payroll, accounts receivable/payable, BAS prep and real time reporting a breeze….. with the added benefit of XERO record keeping being ATO compliant….meaning no more shoe boxes full of receipts!
A CFO can set up a XERO account with a customised chart from scratch or merge your data from MYOB…
A CFO offers a priority Accounts Payable/ Accounts Receivable service because we…
A CFO can do anything! Having majored in English, Charlotte isn’t too bad at stringing together a formal letter or contract and she’s turned her hand to constructing plenty of employment agreements. Her strong insurance background paves the way for her being able to advise on and arrange insurances and her contacts in the big bad world of lending make finance applications a breeze! A CFO can also be A HR Officer, A Cashflow Forecaster, A Diary Manager or A Pro Event Coordinator! If there’s something you need done, you need A CFO!
A CFO understands that not all businesses require the same services so we tailor packages to meet your requirements. Basic XERO bookkeeping packages start from as little as $200 per month or we offer a competitive hourly rate for services to suit your needs.
Our clients range from Film Makers to Fashion Stylists, Retailers to Research Guru’s and everything in between. A CFO can
accomodate one off jobs or ongoing engagements at an affordable price to suit your budget- no job is too big or too small! Contact A CFO today for your tailored solution.