CFO Advisory · Virtual CFO serviceCFO顾问 · 虚拟CFO服务

Know your numbers every month, not just at tax time.每个月都清楚自己的数字,而不只是在报税时。

A senior finance partner who works alongside your bookkeeper and accountant. Monthly board reports, cash forecasts, budgets and pricing, explained in plain English so you can make the call.资深财务伙伴,与您的记账员和会计协同工作。月度董事会报告、现金流预测、预算与定价,用通俗易懂的语言讲清楚,让您自己做决定。

Deal Advisory · Selling or buying a business交易顾问 · 出售或收购企业

The numbers behind your next big decision.为您的下一个重要决定,理清每一个数字。

Selling or buying a business is often the biggest financial decision an owner makes. We look at it the way a serious buyer will, then help you fix what they'd mark down. It starts with a free Sale-Ready Snapshot.买卖企业往往是企业主一生中最重要的财务决定。我们以认真买家的眼光审视企业,再帮您弥补会被压价的短板。第一步是免费的出售准备快照。

What we do服务内容

Two ways we work with owners我们为企业主提供两类服务

Ongoing · Virtual CFO长期服务 · 虚拟CFO

CFO AdvisoryCFO顾问

A virtual CFO service: senior finance support without a full-time hire. Monthly reporting, cash flow forecasts, budgets and pricing, so you always know where the business stands.虚拟CFO服务:无需全职聘请,也能拥有资深财务支持。月度报告、现金流预测、预算与定价,让您随时掌握企业状况。

  • One-page monthly report with commentary附说明的一页纸月度报告
  • 13-week cash flow forecast13周现金流预测
  • Budget, KPIs and pricing review预算、KPI 与定价分析
Explore CFO Advisory →了解CFO顾问 →
Project based项目服务

Deal Advisory交易顾问

Preparing to sell, or looking to buy? We get the numbers sale-ready, build a value range you can defend and support you through due diligence.准备出售或计划收购?我们帮您把财务数据整理到可出售状态,给出有依据的估值区间,并全程支持尽职调查。

  • Free Sale-Ready Snapshot免费出售准备快照
  • Adjusted earnings and value range调整后盈利与估值区间
  • Buyer due diligence on listings为买方做尽职调查
Explore Deal Advisory →了解交易顾问 →
Why not just use AI?为什么不直接用AI?

AI gives you an answer in seconds. You need one you can rely on.AI几秒就能给出答案,而您需要的是可靠的答案。

AI tools are genuinely useful, and we use them ourselves for the routine work. But a decision about hiring, a bank loan or selling your business carries real money and real consequences. Being right matters far more than being fast.AI工具确实有用,我们自己也用它处理日常重复工作。但招聘、银行贷款或出售企业这样的决定,涉及真金白银和实际后果。比起速度,正确更重要。

Slower较慢Faster较快SPEED速度Lower较低Higher较高RELIABILITY可靠性Fast and reliable又快又可靠AI on its own单独使用AITraditional advisory传统顾问JoyIn AdvisoryJoyIn AdvisoryAI-assisted, human-reviewedAI辅助,专业人士把关
Efficiency and reliability: where each option sits.效率与可靠性:各选项所处的位置。

It only knows what you paste in它只知道您输入的内容

AI doesn't know your lease is up in 18 months, your best clinician is about to leave or why March was a bad month. We do, because we ask.AI不知道您的租约18个月后到期、最得力的员工即将离职,或三月份为何业绩不佳。我们知道,因为我们会主动了解。

Wrong data, confident answer数据有误,答案却很笃定

If an expense is miscoded in Xero, AI builds on it without blinking. We check the numbers against the bank and the tax returns before anyone relies on them.如果Xero里有一笔费用分类错误,AI会照单全收继续计算。我们会先与银行流水和报税记录核对,再让任何人依赖这些数字。

Judgement comes from experience判断力来自经验

Best practice is easy to find. Knowing what fits your goals, your appetite for risk and your exit timing comes from having seen real deals and real businesses up close.最佳做法很容易查到。但什么最适合您的目标、风险偏好和退出时间,需要来自真实交易和真实企业的经验。

Someone accountable in the room关键时刻有人负责

AI won't sit across from your bank manager, broker or buyer. We will, and we stand behind the numbers we give you.AI不会陪您面对银行经理、经纪人或买家。我们会,并且为我们提供的数字负责。

The best of both两全其美

We use AI to do the routine work faster, so your fee pays for experience and judgement, not data entry.我们用AI更快地完成日常重复工作,让您的费用用于经验与判断,而不是数据录入。

How it works合作流程

Start small, then decide从小处开始,再做决定

The same three steps whether you want help running the business or you are getting ready to buy or sell one.无论您需要日常经营支持,还是准备买卖企业,流程都是这三步。

1

A free first look免费初步了解

A short call and a look at your last two years of figures. You get a clear view of where the business stands today and what's worth doing next.一次简短沟通,结合您近两年的财务数据,让您清楚了解企业现状,以及下一步值得做什么。

2

Agree the scope确认服务范围

Ongoing CFO support, a sale or purchase project, or both. We agree what you get, the timing and the fee before any work starts.长期CFO支持、出售或收购项目,或两者兼有。开始工作前,双方确认交付内容、时间与费用。

3

Work side by side并肩合作

Everything walked through with you, not just emailed.每一项成果都会当面讲解,而不只是发一封邮件。

CFO AdvisoryCFO顾问Monthly board report, cash forecast and a review call月度董事会报告、现金流预测与回顾会议
Deal Advisory交易顾问Sale-ready numbers, value range and buyer support可出售的财务数据、估值区间与买家支持

Deal experience交易经验

A background in private equity, M&A and commercial finance, applied at small business scale.拥有私募股权、并购与商业财务背景,并将其用于中小企业。

Plain English通俗易懂

We translate the numbers so you can make the call. No jargon, no hundred-page reports.我们把数字讲清楚,让您自己做决定。不讲术语,也没有上百页的报告。

On your side站在您这边

We work as your partner, not your boss. Your business, your decision, better informed.我们是您的伙伴,而不是老板。您的企业,您来决定,只是更有依据。

Who we help服务对象

  • Retail零售
  • Hospitality餐饮
  • Health and allied health医疗与健康服务
  • Trades and services技工与服务业
  • Franchise owners加盟店主
  • Professional services专业服务
  • SaaS businessesSaaS企业

Start with a free Snapshot从免费企业快照开始

No obligation and no sales pitch. Just a clear view of where your business stands.无任何义务,也不推销。只是让您清楚了解企业现状。

Book a free Snapshot预约免费快照