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Business Success

Basic Business Success (CFO)

*Basics Package Includes**

* 3 way Forecast

* Business Plan / Strategic Plan

– includes 1 hour meeting

* Monthly CFO Reporting (KPI)

* Quarterly Review Meeting

* Pretium Solutions Client Advisory Board

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The Builder Business Success (CFO)

Builder Package Includes**

* 3 way Forecast

* Business Plan / Strategic Plan

– includes 4 hour meeting

* Monthly CFO Reporting (KPI)

* Monthly Review Meeting

* Fortnightly Check-in (15 minutes)

* Milestones & Projects – Reporting & Trading

* ‘On-call’ (30 minutes)

* Pretium Solutions Client Advisory Board

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The Leader Business Success (CFO)

Leader Package Includes**

* 3 way Forecast

* Business Plan / Strategic Plan

– quarterly meeting

* Monthly CFO Reporting (KPI)

* Monthly Review Meeting

* Weekly Check-in (15 minutes)

* Milestones & Projects – Reporting & Trading

* ‘On-call’ (2 hours)

* Pretium Solutions Client Advisory Board Discounts apply for multiple packages.

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Add-ons:
  • Payroll
  • Cloud solutions & subscriptions (Eg. Xero, Receipt Bank)
  • BAS / GST returns
  • ASIC admin
  • Registrations (Eg. ABN, TFN, GST, business name)
  • SMSF admin
  • Trust set up; review and onboard
  • Consulting
Get This Package