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Virtual CFO Malvern
The virtual CFO service Malvern’s growing businesses trust
Liston Newton Advisory
Liston Newton Advisory is rated from 32 reviews
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Cut your own path to success with an adaptable virtual CFO
A good Chief Financial Officer (CFO) is part medium, part military general. They can look into swirling torrents of financial data and emerging business trends to discern your path to a thriving future, and then help design and enact a precise strategy to help you reach it. Of course, their invaluable expertise comes with a commensurate salary.
A fractional virtual CFO can give your growing business the expertise it needs to achieve your ambitions without stressing your budget. Hire Liston Newton’s VCFO part-time to optimise your operations or on a project basis to capitalise on emerging opportunities. Or, bring us on full-time and let’s see how high we can climb together.
First thing’s first — Coffee? Tea? Come in for a consultation and let’s talk shop. Naturally, we can set up a virtual session if that’d be easier for you.
Business hours
Monday to Friday
8am to 5pm
Parking
Client parking on Stanhope St. 2h parking on Glenferrie Rd and Stanhope St.
Cut your own path to success with an adaptable virtual CFO
A good Chief Financial Officer (CFO) is part medium, part military general. They can look into swirling torrents of financial data and emerging business trends to discern your path to a thriving future, and then help design and enact a precise strategy to help you reach it. Of course, their invaluable expertise comes with a commensurate salary.
A fractional virtual CFO can give your growing business the expertise it needs to achieve your ambitions without stressing your budget. Hire Liston Newton’s VCFO part-time to optimise your operations or on a project basis to capitalise on emerging opportunities. Or, bring us on full-time and let’s see how high we can climb together.
First thing’s first — Coffee? Tea? Come in for a consultation and let’s talk shop. Naturally, we can set up a virtual session if that’d be easier for you.
Business hours
Monday to Friday
8am to 5pm
Parking
Client parking on Stanhope St. 2h parking on Glenferrie Rd and Stanhope St.
Virtual CFO services available in Malvern
Liston Newton’s virtual CFO provides every service you’d expect from an in-house CFO.
Liston Newton helped us move our accounting over to Xero. Their Accountant managed the set up and training so we felt comfortable with the software. We now have all our processes streamlined which gives us improved visibility of our business performance. This has allowed us to open 2 more stores without a significant increase in administration effort.
Peter Luskan
Pandora
Exceed even your own expectations with our virtual CFO
Talk to usDon’t let the distance dissuade you
Your finances are the lifeblood of your business, so it’s perfectly natural to harbour a few concerns about outsourcing such a vital role. Rest assured that our virtual CFOs are no less dedicated to your business simply because they’re not in the same building.
Choose to partner with Liston Newton, and our very first action will be to synchronise our processes and access the relevant data. We will seamlessly integrate into your business to analyse and refine it, leaving you stronger than ever before.
We’ve delivered exceptional results for countless Malvern businesses through our client-based approach. Now it’s your turn to experience similar success.
Virtual CFO responsibilities
- Business advice
- Cash flow management
- Tax preparation
- Tax compliance
- Strategic business planning
- Financial reporting, forecasting and budgeting
- Financial planning and analysis
- Mergers & acquisitions planning
Learn more about your business with our comprehensive guides
At Liston Newton Advisory, we take pride in helping business owners get more out of their hard work. Our downloadable guides can give you an in-depth look at strategies and technologies that will help your business grow.
- Discover tax strategies and business structures available to you
- Understand and apply new business management technology
- Get in touch with us for information tailored to your business
Meet our Malvern virtual CFOs
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We haven’t wasted a day in nearly half a century of effort
Our fully accredited Malvern-based CFOs have earned their laurels through diligent work and shining results.
Why choose us
Business experience
We’ve worked with medium and large businesses seeking growth in several local industries.
Long-term client partnerships
We’re fully transparent and will gladly share our expertise to empower your team to reach their full potential.
Full range of services
From streamlining operations to setting KPIs and reporting to shareholders, we’ll handle any task.
Leading industry innovation
We will seamlessly transition your systems onto the most effective, efficient accounting platforms.
Malvern trusts us because we take local businesses seriously
When we refer to ourselves as a ‘Virtual CFO in Malvern’, we mean that literally. That’s an odd thing to have to specify, we know. But we mean that we aren’t outsiders phoning in; we are physically based right here. We understand the local businesses and microeconomies because we shop, spend, and live here.
Inner-city businesses looking for a strategic advantage will find no shortage of advisers and experts to choose from. We’ve got plenty of competition, no doubt about it. But there’s a reason why our award-winning services have remained blemish-free for nearly 50 years.
Our local clients know that we are sincerely invested in their success and that through us, they can get a lead on the opportunities they’re truly after, whether that’s leading the local industry or expanding across borders.
- Make effective decisions under expert guidance
- Refine, redesign and scale your accounting systems
- Mitigate expenses and negative externalities while seizing golden opportunities
Visit our case studies if you’d like to see the results our virtual CFOs can deliver in more concrete terms.
A bird’s-eye-view of our methodology
How we get you set
The first phase is all about establishing the fundamentals of your business and creating a strong foundation to build from. You also need to establish your long-term goals so you have a clear idea of what you're working towards.
- Plan your goals
- Structure your business and assets
- Online accounting
- People and HR
- Protect your business and personal risk
- Business and personal will
How we get you moving
The second phase is about gaining a deeper understanding of your business; how to make it more efficient and experience sustainable growth. This is where you transition from working in your business to working on your business.
- Understand your numbers
- Delegate bookkeeping
- Systematise and automate tasks
- Minimise tax
- Forecast cashflow and capital needs
- Quarterly coaching and accountability
How we get you free
The final phase is when all your hard work really starts to pay off. This is when you start using your profits to build your personal worth to a point that give you financial freedom—the freedom to work only if you want to.
- Understand wealth creation
- Investment portfolio
- Investment property
- Superannuation
- Succession and exit planning
- Your legacy
Our Malvern case studies
Kat The Label
Since engaging Liston Newton’s services, Kate Nixon has seen a 12x increase in revenue and has effectively scaled her business in a tax-effective way.
Read about it
We serve the community’s bottom line, not just our own
As individuals and as a business, our community means everything to us. That’s why we firmly believe we have an obligation to serve the public good.
We at the Malvern office have selected a suite of charities and initiatives to support, financially and through our advisory services, based on our professional passions and personal interests.
- Malvern’s Glenferrie Road Traders Association
- The EtA forum for local entrepreneurs and investors
- Our CEO, Peter Antonius, is on the board of the Prostate Cancer Foundation of Australia
We hope that our efforts will bring Malvern, Victoria and Australia’s entrepreneurs even just a fraction of a step closer to achieving their dreams.
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Frequently asked questions
What is a virtual CFO?
A CFO is a C-suite executive overseeing a business’s finances and developing growth strategies. A virtual CFO performs precisely the same role but as a third party and primarily digitally.
The advantage of hiring a virtual CFO is that you can employ the best fit for your business no matter where they're located in the country (or the world). Better still, you can make economical decisions by hiring a virtual CFO part-time. You can use them to develop strategies to meet particular goals over a defined period, or to come in and refine your existing processes before returning responsibility to you.
If you’d like to learn more about the role, let’s discuss the 6 biggest benefits of hiring a virtual CFO.
How do I know if my business needs a virtual CFO?
There will come a time when your business is big enough that its financial demands require the oversight of a dedicated, experienced CFO. At some point, a bookkeeper and an accountant simply won’t be enough.
Checking our yearly revenue is a useful way to gauge when you’re ready for a CFO. We strongly suggest hiring an executive if you’re earning $5-35 million a year.
Brew a cuppa and take a few minutes to learn the other ways to decide when it’s time to hire a CFO.
Related resources
Indulge in flights of fancy or engage sure-footed expertise
This is simply a quick note to address the surge of ‘AI’ virtual financial advisors and CFOs in our industry.
‘Artificial intelligence’ (a marketing misnomer more than an accurate or meaningful definition) is the tool of the day, and businesses in all industries across the world are currently attempting to integrate AI tools into their workflow and services. Our industry, based on numerical data analysis, is no different.
Here’s our two cents: AI is useful for collecting and sorting high volumes of data. It is entirely deficient at ensuring the quality of that data or at discerning truthful and verifiable insights from it. High-level thinking remains the domain of human intelligence. Liston Newton guarantees that the strategies we deliver will be assessed by experienced, veteran CFOs.
