1300 854 480 admin@cfoatcall.com.au

Project Management and IT support

Project Management


What if you just need Specific Project Management?

No problems, just call us for assistance in any of the following areas:

Your Strategic Plan

Failing to plan is planning to fail

Failing to plan is planning to fail

We’ll work with you and your staff. We will identify and quantify the factors that affect the growth of your business. Then we’ll prepare financial projections and a narrative, which will help you visualise and realise your company’s future.

Your Profitability Improved.

Initially we can identify the process inefficiencies. The ones that cost your company money.

We can find where resources are mis-allocated. Where there are excesses in people or materials.

We will set up systems to measure productivity on an ongoing basis.

Your Business put back on track

So you need to turn your business around? We follow a simple procedure:

Initially we assess the situation. This is key to any success. In collaboration we need to get a grasp of your company’s cash, costs and competitive position.

  • We will get to understand why spending is what it is.
  • See where there are inefficiencies.
  • Talk with current and past customers.
    • Understand why they buy from your company.
    • Understand why they stopped buying.

We will develop a restructure plan. From our assessment we will identify the core business on which to rebuild. This is the most difficult part of any company turnaround.

We then sell the plan. After developing the plan, we must get by in. The board, investors, bankers’ creditors, management team and the employees need to participate.

We then implement the plan. Tough decisions need to be made. It could involve laying off workers, relocating, outsourcing etc. To ensure a change in culture moving forward, accountability measures need to be established.

We build the safety net for when the business is healthy again. Companywide KPI’s need to be put in place to ensure early warning signals. This is to prevent a repeat of the previous problem. The establishment of an Advisory Board that meets and least monthly to monitor KPI’s and milestones critical to success.

Your Exit and Succession Plan defined
Looking towards the future, It’s avoided because of the emotional issues involved.

Looking towards the future,

Often business owners give little attention to what will happen to the business once they retire. They get caught up with the immediate demands of running a business. Others will wait until retirement is imminent. For some owners:

  •   It’s avoided because of the emotional issues involved.
  •   It’s too difficult to imagine relinquishing control.
  •   After all it has been one off your greatest achievement.

Family businesses have special needs. Some can threaten the existences of the business as well as family harmony. Strip away everything and the core decision relates to wealth and control. Whether it’s an exit plan or a succession plan, both require careful planning well in advance.

Your CFO @Call will help demystify this daunting task. They will help create plans that will maximise you return, at the appropriate time.



Accessing Capital to run your business.

There is investment capital available, however, raising it can be a tough. This is because Bankers and Investors are conservative. The reason can be attributed to one of the following reasons:

  • They have lost money on past ventures, particularly technology.
  • The Australian Market is small and fragmented, by comparison to Europe, Asia and America.
  • Until recently ASX has done well, so why risk your money?
  • The pool of genuine investors is small and hard to access.

CFO @call will help you understand your marketplace thoroughly. Who are your direct and non-direct competitors? Include as much of this in your business plan as possible.

CFO @call will talk to bankers, investors and venture capital firms, even before you are ready to raise capital. This gives you an understanding of investor requirements and appetite. We will find out if they have funded competitors, which has a bearing on your chances of getting funded.

CFO @call will help with you adequately plan your business. This is to ensure that you are clear on exactly how much you are asking for. What are the funds to be used for? How much of the company it will represent. Company Valuations need to be justified by comparable investments. Value is where most of the valuations fall down.

When agreement is reached in principal, term sheets or heads of agreement needs to be signed. Then parties will work through necessary due diligence towards a point of funding.

Mergers, Acquisitions and Takeovers

CFO @call will help you think through a possible merger, acquisition or takeover. Does the opportunity makes sense? Whether it be:

  • technology or other knowledge;
  • customers; a new product line;
  • marketing synergy;
  • patents or other intangible assets;
  • capacity; or
  • Just a way to grow the business.

We can assist with due diligence, negotiations, and eventually, assimilation of the newly acquired business or assets.

Growth Plan

Operating a growing business without a growth plan can be risky. Your success is much higher if there is a plan. Identify when your business needs to add cash, people, training, knowledge, capacity, distribution channels, and more.

We can help you create your plan and follow it.

Systems Assessment and Development

We’ll assess your existing systems. Are they are operating efficiently? Are they providing accurate results on a timely basis?

Where systems are inadequate, we can help develop and implement them for you. They could include your, financial or operational systems and measures.

We are not aligned with any particular software vendor so we provide an unbiased opinion. We have experience implementing both small and large systems. At the end of the day its finding the solution that best fits your need and budget.

Key Success Factors

All businesses have factors that indicate of how the business is doing. Identifying and monitoring these has an advantage over looking only at only financial results. Financial statements are historical documents. They tell you what has already happened usually the month following the events.

Factors referred to as Key Performance Indicators can tell you what is happening today. Sometimes they can predict the future. You find these factors in:

  • production,
  • distribution,
  • overtime statistics,
  • sales operations,
  • order taking,
  • cash collections,
  • inventory levels, or
  • Other areas depending on the type of business you are in.

We can identify these factors and set up a process for tracking and analysing them.

Organisational Structure

As your business grows and changes, often the organisational structure that evolves is less than optimum. The present structure is not what you would create if you were starting the business from scratch. The business may have a mis-allocation of resources. It may not function like the well-oiled machine it once was.

CFO @call can look at your business objectively. We’ll help you visualise your optimum structure. We’ll create a plan to implement the changes that you decide to make.

Call us on 1300 854 480 for an initial obligation free consultation.