Individual and independent Chartered Accountants engaging directly with boards and management

Our overall aim

We want to apply our expertise and experience as Chartered Accountants, and as CFOs, to conduct projects on behalf of the Board, the CEO and the finance team, that add value to the organisation and enhance the effectiveness of the finance function.

How we achieve this:

There are times when engaging an individual Chartered Accountant, with commercial experience leads to a better and more effective, solution than using an advisory firm. We offer individual and independent Chartered Accountants to conduct projects and achieve great results through

  • embedding highly experienced CFOs and Finance Executives into your business to assist with a wide range of projects, or become internal placements.
  • taking overall responsibility for projects which require additional skills and expediency, such as statutory reporting, due diligence and financial modelling.
  • providing Boards with expert facilitators to manage the Board's strategic planning and budgeting requirements.
  • providing company secretarial and corporate governance expertise through our affiliated company, Oakland Group (www.oaklandgroup.com.au).

This is who we are

Finance Resources comprise Chartered Accountants, with 20+ years operational experience of being CFOs and Company Secretaries, in organisations ranging from start-up enterprises, to multinationals, including ASX listed companies and Not-for-Profit Enterprises.

Our typical client base

Small to medium ASX listed companies and medium sized private companies ( t/o $20m to $100m)

Summary of our services

Our service lines have evolved from meeting the needs of our diverse client base and broadly cover

Services Deliverables

➢ Finance Function Effectiveness Review

An independent assessment of the finance function which compares the finance team’s structure, processes and reporting to “Best Practice” benchmarks
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➢ Interim Finance Executives

Providing skilled and experienced finance professionals to cover immediate needs and conduct complex short-term projects 
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➢ ASX Statutory Reporting

Assisting ASX listed companies navigate the complexities of annual and half year statutory reporting, ensuring on-time compliance by working alongside the finance team, auditors, audit committees and Boards 
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➢ Strategic and Business Planning

Facilitating the delivery of the Strategic Business Plan and 3-5 year forecasts which outline the Board’s vision and strategy and includes a implementation plan for executives 
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➢ Financial Modelling

Utilising advanced Excel skills to translate real world strategic situations into measurable financial outcomes 
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