DO YOU PRESENTLY EMPLOY FINANCE RESOURCES, SUCH AS AN INTERNAL ACCOUNTANT, BOOKKEEPER OR MORE?
Are you spending significant resources on WAGES, TRAINING, RETENTION training staff?
ARE YOU RECEIVING TIMELY AND ACCURATE INFORMATION TO MAKE BETTER BUSINESS DECISIONS?
Comprehensive range of services
COST-EFFECTIVE, ADAPTABLE & INSIGHTS-DRIVEN
CharterNet Rothsay Finance Function provides a comprehensive range of services for businesses looking for a scalable and integrated solution across finance requirements, CFO and special project services. The bespoke solution gives businesses access to experienced professionals and resources without the burden of hiring insourced finance teams – a new way forward for SMEs looking to save time, reduce costs, and maximise value.
The model assumes responsibility for the full suite of finance function responsibilities from the grassroots (bank, creditors, payroll) through to tactical (budgeting, forecasting, monthly reporting vs KPIs and set budgets) to the high level strategic (corporate governance, board reporting, debt and equity funding, M&A). Outsourcing the finance function offers a breadth and depth of expertise beyond what is typically accessible or affordable for a SME.
at CharterNet Rothsay
our team holds experience from Big Four & mid-tier firms across Australia.
- Legal Advice
- Estate Planning
- Loans & Financing
- Investments & SMSF
- Human Resources
Banking and Reconciliations
- Daily Reconciliations
- Banking Platform Management
- Batch Payment of Bills & Payroll
Accounts Receivable / Accounts Payable
- Follow up of Debtors
- Creditor Management
- Tax Planning & Advisory
- Business Structuring & Asset Protection
- Pricing Strategies
- Mergers & Acquisitions
- Employee Setup
- Payroll Processing
- Leave Management
- Accounting Systems
- Document Management
- Cloud Software Integrations
- Cashflow Strategy
- Budgeting & Forecasting
- Periodic Reporting
- Bespoke KPI Setting & Tracking
- Face to Face Meetings
- Monthly Tax Compliance
- Payroll Tax
- Quarterly Tax Compliance
- Annual Obligations
How we deliver
The availability of cloud-based technology and tools allow seamless and transparent work on the company’s books and records in order to realise major time savings through automated process flows. While technology enables our team to work remotely, the ability to foster engagement via regular touch points (calls, meetings, guaranteed turnaround times on reporting and/or fixed time on-site) is still critical to effectiveness of the CFF model.
In an era where customer experience trumps price and product, a finance function solution is required which suits the needs of each individual business. The service suite, deliverables, touch points, engagement teams and any other delivery variables are treated as “modular” and can be added/removed or changed to the needs of each client.
Our humanistic and high-touch ethos underpins the service. Through a “continuous engagement” model that maximises touch points, the CFF is delivered based on client care and trust, allowing us to immerse ourselves in clients’ businesses, significantly reduce costs, and truly add value.
seamless + transparent tools
enabling efficient work through cloud-based technology
BENEFITS OF WORKING WITH US
Free up resources to focus on what matters
Timely reporting on business performance. Advisers that speak your language
Peace of mind with a full outsourced finance function
AVOID MISSED DEADLINES
Guaranteed turn around times
Ability to grow with your business
Compared to using internal resources
TAILORED TO YOU
Meeting outside business hours and on weekends