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Virtual CFO Port Macquarie
Veteran virtual CFO services for Port Macquarie’s ambitious
Liston Newton Advisory
Liston Newton Advisory is rated from 32 reviews
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Port Macquarie’s leading CFO
The value of a solid CFO cannot be overstated. Their ability to organise reams of financial data and analyse market trends to discern actionable strategic financial insights is about as close to true magic as it gets. But their expertise demands a hefty salary, and though they are worth every penny, a growing business has unending demands on its limited resources. Maybe you know just what we mean.
We’ve designed our fractional virtual CFO service to give you access to premium expertise at sub-premium costs. Hire us part-time to streamline and upgrade your financial systems, or on a project basis to help you plan and execute growth strategies.
Let’s lock in a consultation appointment. Our William Street office is easy enough to get to by car, train or tram. But if you’d like to meet our virtual CFOs virtually, we can arrange that, too.
Business hours
Monday to Friday
9am to 5pm
Parking
1h parking on William St. 3h parking at Officeworks on Short St.
Port Macquarie’s leading CFO
The value of a solid CFO cannot be overstated. Their ability to organise reams of financial data and analyse market trends to discern actionable strategic financial insights is about as close to true magic as it gets. But their expertise demands a hefty salary, and though they are worth every penny, a growing business has unending demands on its limited resources. Maybe you know just what we mean.
We’ve designed our fractional virtual CFO service to give you access to premium expertise at sub-premium costs. Hire us part-time to streamline and upgrade your financial systems, or on a project basis to help you plan and execute growth strategies.
Let’s lock in a consultation appointment. Our William Street office is easy enough to get to by car, train or tram. But if you’d like to meet our virtual CFOs virtually, we can arrange that, too.
Business hours
Monday to Friday
9am to 5pm
Parking
1h parking on William St. 3h parking at Officeworks on Short St.
Virtual CFO services available in Port Macquarie
Our virtual team provide precisely the same services as an in-house CFO. However, your dedicated virtual CFO will also have access to the full breadth and depth of expertise our entire Liston Newton team can muster.
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
Our virtual CFOs see your success as an inevitability
Talk to usOur outsourced CFOs easily equal in-house services
In our experience, prospective clients tend to fear the idea of outsourcing the responsibility for their business’s financial well-being. At your consultation, we’ll put that fear to bed. For our relationship to work, it must be built on trust, not apprehension and anxiety.
You can rely on your new virtual CFO to be a dedicated and present partner who approaches their responsibilities with sober diligence. We will seamlessly integrate into your existing processes with open communication and a transparent methodology.
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
Meet our Port Macquarie virtual CFOs
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Fully qualified and heavily laurelled
Liston Newton has been practising accounting for coming on five decades. Every year has brought new qualifications, accreditations and industry recognitions.
Why choose us
Business experience
We’ve worked with businesses of all sizes across practically all industries.
Long-term client partnerships
We build our partnerships on trust, transparency, communication and results.
Full range of services
We’ll handle everything from bookkeeping optimisation to shareholder reports.
Leading industry innovation
As Xero Platinum partners, we can smoothly transition you onto their leading platform.
For us, business is personal
One of the benefits of a virtual CFO is that they can work for you no matter where in the world they’re actually based. But we believe that having a connection to a local business community is critical for effective work and meaningful collaboration.
Our award-winning Port Macquarie virtual CFO team are based in Port Macquarie itself.
We offer outsourced services, but we are not outsiders. Our (literally) on-the-ground team can offer a deeper knowledge of local industry trends and respond to opportunities and challenges with greater agility than a non-local service.
- We’ll help you make agile and vetted financial decisions
- We’ll optimise and scale your accounting systems to meet your needs
- We’ll draw on our local and national specialists for unique advice and insights
But enough from us. Peruse our case studies, and you’ll see just how effective our tailored services can be.
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 Port Macquarie case studies
Claudia Martin
With Liston Newton’s help, Claudia Martin was able to sell her business tax-free, gain clarity in her retirement planning, and make smart investment decisions.
Read about it
Gladly serving our communities as best we can
Individuals and businesses alike are obliged to serve the good of the communities within which they’ve built their successes. We sincerely believe that.
We’re fortunate to say that we’ve earned a considerable degree of success. That success allows us to contribute to charities that have touched our loved ones’ lives, and to entrepreneurial initiatives that we believe will brighten our nation’s economic future.
Liston Newton’s Port Macquarie team is proud to support:
- The Cancer Council’s Biggest Morning Tea
- The Cancer Council’s Small Business Advisory Service
- The Type 1 Foundation
Frequently asked questions
What does a virtual CFO do?
A virtual CFO is a part-time executive who provides the same services as a full-time in-house CFO. Their responsibilities include set-up and oversight of accounting and bookkeeping, as well as high-level strategy, market analysis and shareholder reporting.
Virtual CFOs can be a much more economical option for growing businesses that need high-level executives yet cannot afford their full-time salaries. Instead, they can employ fractional CFOs to handle specific projects or to work over critical periods.
If CFOs are so important, isn’t outsourcing one a bad idea?
Not at all. Liston Newton’s CFOs will treat your business as their own and approach it with the utmost dedication. If you need some convincing, here are 6 benefits of hiring a virtual CFO.
How much do you charge to hire a virtual CFO?
In order to give you a quote for our virtual CFO services, we first need to understand the scope of the responsibilities you need us to oversee. We tailor our services to meet the unique needs of our clients, as we will yours. We’ll at least need a preliminary consultation to offer you a quote.
At what point does my business need a virtual CFO?
If your business earns $5-$35 million annually, we recommend you explore hiring a fractional or full-time CFO.
Related resources
About our content authors
Our two cents on ‘artificial intelligence’ chief financial officers
We believe in and embrace technology, and try to evaluate new advances with fair minds and the best intentions. ‘Artificial intelligence’ is a marketing term. It is an umbrella under which several technologies can be easily grouped as shorthand. Used properly, AI can be an effective tool in many instances. But, it is utterly unsuited to performing the high-level strategic thinking required of a CFO.
At Liston Newton, we do not believe in sacrificing expertise for efficiency. Rather, we believe that efficiency is a mark of expertise. You can always expect quick, valuable, factual, verifiable, actional and unique strategies from your dedicated Port Macquarie virtual CFO.
