Sword Advisory

Chartered Accountants

A Virtual Finance Office can

upgrade your bookkeeping
and reporting

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Virtual Financial Office will help you free your time and enhance productivity

We assist you with streamlining and automating processes, completing your mandatory reporting and helping you reach your personal business goals.

// Feeling the pain

Delayed or late business and tax reporting can result in these preventable issues

Feeling overworked and frustrated
Bachelor of commerce accounting
// Who we are

We are Chartered Accountants and tax agents

// How do we do this

Skilled and experienced people using technology

Working smarter doesn't always have to cost you more. By integrating your processes with new technology, we can improve productivity and value.

We can do things faster


With skilled people and experience, our teams can perform tasks faster. We add repeatable processes to your systems to help your staff perform better and as expected.

Automation


By utilising software automations, machine learning and integrated systems, we can train and maintain processes that require less human intervention.

Business Intelligence


Strategic reporting and interpretation are delivered helping you grow your business, make business decisions and forecast cash flow and finance requirements.

// Virtual Finance Office pricing

Pricing example for Virtual Finance Office Services

The estimate is based on an example company with $1,500,000 sales, has up to 300 bank transactions per month and has up to 150 bills to process each month.

ATO Compliance Pack

Starting from $ 325 Month excluding GST
  • Monthly Instalment Activity Statements
  • Quarterly Business Activity Statements
  • Annual financial statements and tax return
  • Includes FREE annual tax planning meeting before the new year
  • Includes FREE annual meeting to discuss financial results and tax return

Get me up to date Pack

Starting from $ 1,225 Month excluding GST
  • As above, plus
  • Reconciliation of bank accounts
  • Save and archive bills to accounting system and online file storage
  • Process Bills and generate batch payment advice for bank processing
  • Twice montly followup of overdue sales
  • Fortnightly transaction processing
  • Integrate other software where applicable with the accounting system
  • Free HubDoc document processing software or integration of Dext

CFO pack

Starting from $ 2553 Month excluding GST
  • As above, plus
  • Preparation on an incremental annual budget
  • Development of leading and lagging KPIs
  • Monthly budget comparison reports
  • Rolling 13 week cash flow forecasts prepared monthly
  • Includes advanced reporting software to assist in customised reporting and forecasting
  • Monthly meetings to discuss reporting results, forecasts and financing strategy

What can you expect when working with Sword Advisory

Expertise

Working with professionals who understand your business, processes and technology makes it easier for you.

Time saving

Save time recruiting, training bookkeepers and managing bookkeepers.

Excellent value

We offer an alternative to a bookkeeper or business owner performing work at lower rates.

Goal alignment

We aim to support you by helping you align business functions towards the same goals.

You will have a relationship with a dedicated client manager

Knowing you and your business streamlines processes and communication.

Start your Virtual Finance Office today!