Providing business owners with strategic financial tools and services to Plan, Structure, Invest and Grow.
Creative CFO provides tools and services for business owners to manage and focus their creativity, energy, and financial resources.
We are a XERO Gold Partner and we work with people who own businesses in several ways:
- Accountancy & tax
- Business intelligence
- Project consulting - where we focus on the implementation of financial systems
- Investment readiness - where we identify key action items to get the business or investment to where it needs to be, assisting them in raising funding and/or becoming exit-ready by providing the data room setup and due diligence support.
1) Understand your client’s business.
- If you know what they do and why they do it, you can help them build it
2) Treat people and businesses with respect.
- A relationship is built on trust, so client confidentiality is paramount
3) Be willing to listen and solve any problem.
- Innovative solutions are an interconnected web of small problems solved brilliantly
4) Get to work.
- Use your experience and skills to confidently deliver exceptional results
5) Live sustainably
- Strive for a sustainable balance between self, community and the environment
We primarily use Xero accounting software to provide the foundation of a clients financial system requirements. In addition to Xero we have worked with Vend and iKentoo point of sale, Dear Inventory, Harvest Time tracking, and a range of other Xero plugins. We also have experience with Netsuite and Exact ERP systems.
Overall we look for the best fit for our client’s requirements and are constantly evaluating new technology.
