CFO & Company Secretary

A CFO protects the assets of a business and communicates value and risk issues to the board or the owner. The role of a CFO is critical as it’s concerned with the long-term health of the business as well as compliance and tax.


However, employing a full-time CFO is a considerable expense for an SME. At Fortuna, we can undertake the role which makes for a more cost-effective option. You get all the expertise and experience required to help your business flourish, all at a reasonable financial commitment.


We carry out all the roles of a CFO for your business, including financial planning and analysis, treasury and tax. Besides this, we assist your board in any strategic decision-making process to ensure business and finance goals are aligned.


As well as the CFO, the role of Company Secretary is also critical in any business. The Company Secretary (CS) is considered to be the governance specialist in an organisation. This has become an increasingly proactive role over the years.


At Fortuna, we understand the full scope of the CS role and can be the gatekeeper of governance for your organisation. Again, this is a far more cost-effective option than employing a full-time CS.


How we help as your CFO:


  • Goal setting
  • Progress tracking (financial and operational KPI’s)
  • Cash flow management
  • New venture risk analysis
  • Business growth analysis; and
  • Business Exit strategies


How we help as your Company Secretary:


  • ASIC Regulatory Compliance
  • Corporate governance
  • Board reporting
  • Liaison with advisors
  • Shareholder notices
  • Tax Compliance


If you’d like more information on how we can act as CFO and or Company Secretary for your business, get in touch today.