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“Some day all businesses

will have a part-time


CFO…”
Alan Sharfman, Director

part-time CFOs for ambitious businesses


Racing Forward…
But where is your
business really going?

part-time CFOs for ambitious businesses


The concept of the CFO Centre is to provide the skill sets of experienced Chief Financial Officers of large
corporations to the small and medium sized enterprise (SME) sector, allowing all organisations to now benefit from
the expertise of a highly experienced Chief Financial Officer without incurring the expense of hiring someone full-
time.

The CFO Centre is committed to helping Australian businesses maximise profits, realise their goals, work through
complex financial situations and offer support for, or even take away completely, the running of everyday financial
management.

Every one of our Chief Financial Officers is used to “getting their hands dirty” and has live experience working as
a CFO with specific knowledge of core sectors such as retail, professional services, technology, media, telecoms,
financial services, manufacturing, mining, agriculture, distribution, travel and leisure, recruitment, FMCG, charities
and many more. Our CFO's are not just number crunchers, they work hand in hand with our clients on finance
issues and wider strategic activity. We manage our clients` entire finance function, understanding that their
currency is time and money.
DIRECTOR Alan Sharfman

With more than 20 years experience as a Corporate CFO,


Financial Director and Audit specialist, Alan has had
extensive exposure to numerous industries and businesses in
both Australia and South Africa. Having all the necessary
tools and expertise of a high-level CFO, Alan`s core service
offering is in the providing of virtual and part-time CFO
services using an operational, strategic and business services
model. He focuses on providing commercial and financial
solutions to growing companies undergoing change.

Using a unique 12 Step Model, his value-added service Specialities:


results in improved income generation, higher profits, • Implementation of Profitable growth
increased equity value, process improvements and cash and exit strategies
accumulation. • Advanced CFO and strategic consulting
skills
A results driven approach is offered in finding solutions to • Detailed Business and Diagnostics review
the following common commercial frustrations-: • Transparent Financial reporting
• Effective Treasury/Cash flow management
"We have record profits but no money in the bank" • Collate and manage business unit KPI`s,
"We are growing rapidly but have funding concerns" drivers and measures
"We do not have frequent and reliable financial information" • Budgeting and Forecasting expertise
"I do not know what the next 6/12 months will bring , we • Analysis of business performance
have no budget" providing profitable solutions
"My external accountant is only worried about tax, he works • Operational and internal control expertise
for the ATO" • Board and advisory skills
"Banks want information that I do not have" • Chair of high level distribution and service
"I have no free time, I am stressed" provider network
"We have no exit strategy“
Our Unique Approach
(The 12 boxes framework)
Strategic Planning

15% of time
Define Strategic Implementation Strategic
Risk Assessment
Activities & Exit Planning Timetable Funding
Time Operational Skills Money

70% of time
Internal Controls Reporting Profit Improvement Cash-flow Management
Business Support

15% of time
Compliance Reporting Tax Planning & Legal Issues Outsourcing Banking Relationship

part-time CFOs for ambitious businesses


The Path of Growth Larger
Investments
Business Further Scale
Investments Stressful Skills
Growth Position Lonely Corporate Structure
Sales Channels Painful
Team
Systems
Stressful Succession
Lonely
Basic Painful
Investments
Tools
Premises
Time Proud

Frantic
Excited
Rewarding
Scared
Good times
Exciting

Time
Up to $2m From $2million up to $50million

part-time CFOs for ambitious businesses


CFO Role
 Delivering financial control
• Unique ‘12 boxes’ approach
• Tangible measures; reviews and work plans
 Developing our clients’ people
• Transferring skills to finance team
 Sharing our knowledge
• With our clients
• Board and senior management team
• Owner/entrepreneur/managing director
• Across our team capturing over 2,000 years experience
 Team approach
• Through our team of CFO’s
• Selected distribution partners

part-time CFOs for ambitious businesses


Our CFO’s
 Qualified from one of the major
Australian accounting bodies
 Experienced and high-level CFO
 Large and small company experience
 Non-finance board experience
 Entrepreneurial managing director
 ‘Barbecue test’ culture
Some day all businesses will have a part-time CFO

part-time CFOs for ambitious businesses


Our Products…
3 levels of service;
financial expertise
for every business.

part-time CFOs for ambitious businesses


Operational financial support
for companies under $2million
turnover

‘Product’ and remote based


approach
part-time CFOs for ambitious businesses
Strategic financial advice for fast
growing businesses with
$2 to $50million turnover

Core product offering

part-time CFOs for ambitious businesses


An additional, experienced resource
for larger corporate organisations
with a turnover
of $50million plus

Peer CFO – ‘I need another me’

part-time CFOs for ambitious businesses


Reassuring Experience

part-time CFOs for ambitious businesses


Testimonials…
What do our clients
really say and think?

part-time CFOs for ambitious businesses


"Alan Sharfman has been a very valuable resource for us at Amplifier Agency. We
were experiencing rapid growth and the growing pains that go along with it, and
Alan stepped in as a virtual CFO and was able to assist us in a number of key financial
and strategic areas. In addition to providing insight into how best to manage the
growth and structure of our enterprise and leverage our unique platforms, he also
connected us with key industry investors and clients, which has helped us
considerably in moving to the next stage of our business development. Alan
consistently adds value and I look forward to our continuing fruitful business
relationship. I highly recommend Alan and the CFO Centre and greatly appreciate his
efforts to date.”

Adam Friedman, CEO Amplifier Agency Pty Ltd

“ Alan Sharfman from the CFO Centre was engaged to


“The CFO Centre greatly supported our business with
financial advice and guidance. They assisted us with the
provide a half day CFO service at Laser plumbing Vermont to further development of our daily cash flow systems and
assist with streamlining the cash flow and receivable the management of our liquidity position. We found
processes. Having immediately identified those areas them to be highly professional, courteous and very
within the business that required focus through financial knowledgeable. Their expertise assisted our company
and strategic analysis, we were provided with the with the analysis of financial data and the cementing of
right solutions to improve current processes leading the financial direction of the business.”
to financial growth. They provide hands- on and value
adding financial solutions. The CFO Centre are not your Daniel Smolenaars, MD Laser Sale
typical accountants as the focus is on forward planning,
problem resolution and commercial solutions. The
enhancements and analysis that Alan provided gave
us enormous confidence in our business processes and
future”

Phil Craig, MD, Laser Plumbing


Client Research
Reliable Knowledgeable Clear thinking
Valuable Creative Flexible Supportive
Experienced Legendary Trouble shooters
Quality Structured
Trusted Mentor
Enjoyable Professional
Read our testimonials online
www.cfocentre.com.au

part-time CFOs for ambitious businesses


Our Service Delivery
 2 CFO’s for every client
• Regional Director and principal
• Both experienced CFO’s
• Sometimes more; team approach
• 30 CFO’s and growing
• Specialist skills brought in when required
 Tangible measures and monitoring
• Work plans, client reviews – flexible service
 Access to our Distribution Partner network
• All clients benefit from our relationships

part-time CFOs for ambitious businesses


Working together…
Helping you drive your
business to achieve its goals.

part-time CFOs for ambitious businesses


Distribution Partners
 Building key relationships
• Regional and national partners
• IT, HR, Accountants, Banks, Angels
• Other professional services
 The right solution
• Tried and tested service provision
• Already selected as the best
 Complementary to our service
• Adding value to clients
• No commission basis

part-time CFOs for ambitious businesses


Our Culture
 Open
• Real and caring
 Progressive
• Learning and growing
 Passionate Transparent and straight-forward
Giving and sharing to all clients
• Energetic and fun

part-time CFOs for ambitious businesses


Fast Forward Your Business
 Expert CFO’s  Complete financial
• Highly qualified management
• Very experienced • Saving you money
 Measured and tangible • Creating time
• 12 boxes and reviews
 Team approach
• Added value experience
 Key partners
• Through distribution

part-time CFOs for ambitious businesses


Safe Hands…
Our service;
more than just
one finance director.

part-time CFOs for ambitious businesses


Next Steps…
Start fast forwarding your business

part-time CFOs for ambitious businesses

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