Trusted CFO Services Surrey

Plyo Bookkeeping - CFO Services Surrey

As a small business owner, the people you hire have a huge impact on your business. This is especially true for your C-suite team, the people you rely on for direction and advice in Marketing, HR, Operations and Finance. For many smaller businesses, hiring a full-time CFO is cost prohibitive – but our fractional CFO Services Surrey provide a solution. We can offer an experienced set of eyes that can quickly help you pinpoint potential issues in your business, as well as providing you with a C-suite team member to discuss your business’s long-term strategy and direction.

We can provide a fractional CFO team member from as little as a few hours a month, up to a day per week. Our CFO service is especially effective when combined with our outsourced bookkeeping package, as the process of preparing your books each month gives us a much deeper understanding of your business. 

Pricing – CFO Surrey

Each client we serve has distinct requirements, so we don’t offer fixed pricing for our CFO services. For our Surrey CFO Services we charge at an hourly rate of $150. We appreciate that no one likes uncertainty over their final bill, so we’re happy to agree budgets and time limits that we endeavour to work within, allowing you to maintain control over costs. If you have a particular task in mind, feel free to schedule a call, and we’ll offer a more precise estimate of the time and expense involved.

CFO Services Surrey – How We Add Value

To be successful in business, you need a watertight business plan. You also need to make sure that every action in your business fits in with the overall strategy. That’s a lot easier said than done. A good CFO will make sure that any major business decision is well justified. For your long-term strategy that means making sure all assumptions are realistic and supported by data. For day-to-day decisions on how to invest time and resources, it means making sure that the highest ROI (Return on Investment) actions are being taken. A good CFO acts like a gatekeeper, helping to keep your business focused and on track. Our dedication to the big picture is where we stand out compared to other CFOs in Surrey.

To provide well considered advice, we often support clients by performing financial modelling, due diligence, CAPEX decisions and cashflow forecasts. We deliver all of our services remotely. Learn more about our CFO services in our video below.

CFO Services Surrey

Our Ethos

The role of a good CFO is more than just providing forecasts, models and analysis. A great CFO will offer candid advice and assessments of your business, operations and long-term strategy. Up to date, clearly explained financial information is the real-time feedback that lets you understand if your business is performing as desired. Our fractional CFO services Surrey provide not just the numbers, but the sounding board that will help you succeed.

We offer customized internal management reporting, financial analysis, financial modelling, cash-flow forecasting, and financial due diligence around a business acquisition. We have a fantastic network of financial professionals, so if we can’t assist with your specific requirements, we’ll endeavour to connect you with a CFO in Surrey who can. 

Our Services

Below are some examples of services that we commonly help clients with.

Financial Modelling

Whether you need a financial model for external investors, an internal budget, or a forecast for managing supply chains and operations – we’re here to help. We can assist with smaller financial models needed for one off decisions, or we can help you create and maintain larger and more complex models needed for the day to day running of your business.

Buying or Selling a Business

Buying a business can be complex and uncertain. It’s essential that you’re confident you know what you’re purchasing, so it’s vital to perform financial due diligence. That means reviewing the sellers historical accounts, tax returns and other financial information – as well as building up a general narrative about the businesses performance and prospects. Our CFO Service Surrey can assist you in helping to ask the right questions, verifying the information and removing the uncertainty.

CAPEX Decisions & Strategic Advice

The decision around whether to buy or lease a major fixed asset can be a complex one. We can help break it down and put sensible estimates against the possible options. We can also assist you in reviewing your overall business plan and strategy, helping you to clearly see whether you’re on track to hit your goals.

Hear From Our Customers

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Nick Jones profile picture
Nick Jones
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It has been great to work with Plyo Bookkeeping! Stephen has a very friendly and professional demeanour. He made me feel comfortable as we talked about my business' finances. Stephen and his team have been able to help me understand concepts that were confusing and gave great advice on how to keep our books in order. He is quick to respond to questions over email and is able to meet over the phone or zoom within the week. I would highly recommend the Plyo bookkeeping team to anyone.
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Vanesa Serrano profile picture
Vanesa Serrano
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As a new business owner, navigating accounting, bookkeeping and tax is challenging and Stephen is so patient in answering my questions. Thank you Stephen for all your help, I really appreciate it.
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Sharon Chien profile picture
Sharon Chien
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I could not recommend Stephen more highly enough for my bookkeeping! I feel a lot of stress lifted off my chest knowing that he’s handling all my books and I just need to answer or supply missing information when necessary. He is very personable, understanding, helpful and professional! I was having issues with my ex-accountant and Stephen was able to point out and educate me on the things my accountant was wrongly doing and inappropriately charging me for. I think in the end, Stephen must have helped me save a lot of money and time.
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Anna Borecka profile picture
Anna Borecka
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Stephen's bookkeeping services are outstanding. He took over our books and managed to streamline our financial records with impressive efficiency. I wish we would have found him and started working with him sooner! Highly recommend.
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Gord Nagra profile picture
Gord Nagra
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Stephen is very efficient. Took over our bookkeeping services in a snap. Very resourceful, and offers meaningful solutions. Responds to inquiries promptly. Brings a great deal of knowledge. A pleasure to work with!
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Christine Friesen profile picture
Christine Friesen
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I hadn't done the books for my business in nine months, Stephen did a great job of explaining what needed to be done and got my books up to date really quickly. Great to deal with and had excellent communication.