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Online Financial Mentors For Your Business

Your Finance Department goes beyond regular bookkeeping and tax compliance services. Our team is commercially focused, forward looking and can devise a long-term business strategy with you. We ensure your peace of mind by helping you address key business challenges and identify opportunities for more streamlined operations and higher ROIs.

Our financial mentorship support also helps you manage, sustain and measure how successful a strategy performs by tracking and reporting on its impact on your business’ finances so you can adjust it as needed. With tailored solutions backing you up, you can achieve organisational success.

Woman writing on a journal with a laptop and calculator on the table

Well-rounded Financial Coach Services for Small Businesses

Envisioning the growth of your business and then laying out a blueprint to achieve such a goal requires a unique point of view that takes various factors into account. This is why our financial mentoring for small businesses are real-world trained and qualified strategists for a range of financial functions, including:

Devising and Integrating a Money Management System

With their in-depth understanding of the workings of your business’ cashflow trends and books, a CFO can help you tailor-make and manage a system to more accurately track your expenses and projected revenue so you can maximise your profitability and operational efficiency.

Establishing and Maintaining Relationships with Funding Sources

We all know accountants and bankers speak another language, but it’s one we are fluent in! With a Chief Financial Officer translating, your business will benefit from the relationships they establish with lending institutions and other funding sources.

Identifying and Attracting the Right Buyers for the Business

While your business or startup might not necessarily be on the market, offers to buy out a business are usually an indicator that your company is doing well. A skilled CFO will help make sure your business is always ready for due diligence and also present your business in a way that maximises value

Running the Business’ Finances Behind the Scenes

CFOs know their stuff when it comes to bookkeeping and accounting, so you can rely on them to oversee their management. Moreover, CFOs help you with directing organisational changes and minimising risks so that your investment is protected while also staying compliant with government regulations.

Reporting on Business Performance

Part of a CFO’s job is to provide accurate and visible data and insights into your business’ financial situation, both to you and the board and other business stakeholders. The output helps you make more informed decisions regarding the direction of your company and create comprehensive plans to help you reach your goals.

What we’ve mentioned aren’t the only aspects of our financial mentoring solutions for small businesses. The more you can test and measure, the more you can adjust, understand and monitor performance. With the help of a skilled professional, you can leverage your business through sound, informed strategy.

Find a Financial Mentor for Your Business

As a business owner, you’ll probably be more knowledgeable on the subject of what your company does. It’s especially true if the business is a relatively small one. Unfortunately, that’s not the only expertise you need to ensure business continuity. There are finances to consider, as well, if you want to stay in the black and on the good side of the ATO.

This is where a financial coach can come in.

A professional like who we have at Your Finance Department will help you coordinate your operations with various key stakeholders on the financial side of the business, including your financiers, investors, accountant, ATO and even an insurance broker. They can help steer your business in the right direction and identify key opportunities for growth and savings, always ready to lend their expertise on the matter.

The Perks of Having a Business Advisor

They say that two heads are better than one, avoid your own bias and don’t think yourself in circles trying to devise a sound business strategy on your own. Your business and your mental health will benefit from having an experienced professional on the journey with you and backing you up on great ideas and talking you down from ill-advised ones.

Other ways you gain an edge from a small business financial coach’s services include being able to:

Analyse and talk about your business’ status with someone experienced in the industry and who can explain the jargon;

Formulate measurable targets, based on your long- and short-term financial objectives;

Implement a financial strategy to achieve stated goals, and

A 2IC to help shoulder the burden and roller coaster that is business ownership.

A mentor in this field, however, really shines when tasked to help manage and improve a businesses’ operational flow. From assisting with the implementation of an effective money management system to preparing the path to scaling your business, your business advisor could really be the turning point of your venture.

Why Put Your Trust in Our Mentors?

The answer is simple: we bring years of CFO & CEO practical experience and industry certifications to the table. You can entrust our financial mentors for small businesses with the critical task of helping you with your business direction and come up with innovative but still viable ways to achieve your goals.

With more than two decades of experience in business operations, financial modelling, budgeting and raising finance, you can count on us to organise your financial systems and help formulate company plans. We’ll help ensure your business’ longevity and continuity.

Our Team’s Financial Certifications:

  • C-Level Executives
  • Chartered Accountant (CA)
  • Certified Public Accountant (CPA)
  • Certified Public Bookkeeper (CPB)
  • Registered BAS Agent
  • Registered Tax Practitioners Board

Client Testimonials

We’ve been talking about what we do as face-to-face and online financial coaches for small businesses and how we can achieve your company’s goals. It’s all talk until results come in, though. You can read about the experience of our past and current clients in this section to gauge how it is to work with us:
The blend of knowledge from bookkeeping to CFO was excellent, it meant I didn’t have to worry about the day to day finances
Working with Steve and the team at Your Finance department has been a massive benefit to us as a company providing visibility and clarity on our accounts, business and cashflow
We sometimes need additional resourcing for project such as financial modelling and being able to call upon the Your Finance Department team has been great
Your Finance Department provides us with a fully outsourced finance function, bookkeeping, payroll and CFO services. It has been a great way to get access to a broader range of accounting skills
One of the best things we did was outsource to the bookkeeping team at Your Finance Department. Its let me focus on the parts of the business I’m strongest, and I know the books are in good hands

Our Locations

Your Finance Department – Brisbane

572 Curtin Avenue (East), Eagle Farm, QLD 4009

Phone Number: 07 3123 6176

Your Finance Department – Sydney

55 Pyrmont Bridge Road, Pyrmont NSW 2009

Phone Number: 07 3123 6176

Your Finance Department – Sunshine Coast

Regatta 1 Business Centre, 2 Innovation Parkway, Birtinya, QLD 4575

Phone Number: 07 3123 6176

Manage Your Business’ Finances

The state of your company’s finances, directly or indirectly, impacts every aspect of your operations. As a business owner it’s essential that you connect with people who can introduce critical changes upon your systems and process.

To learn more about how we can be the team that helps you take your company to the next level, fill out our form.