• 0411698375
  • info@maxopconsultants.com.au

Services

  • Business Strategy & Governance
  • Business Risk Management
  • Virtual CFO services
  • Business Accountability Coach
  • Transactional Accounting (outsourcing)
  • Forecasting and Budgeting
  • Management and Board Reporting
  • Xero, MYOB, Reckon, Microsoft Business Central & NAV accounting
  • Cost Savings Plan
  • Capital Expenditure Analysis & Monitoring
  • Team Coaching & Mentoring
  • System Selection Assistance
  • Lease vs. Buy Analysis
  • Investment and Capex Analysis
  • Assistance with Audits
  • Delegation of Authority & Internal Controls
  • Integrated Reporting Using BI Systems
  • Financials for Bank Loans
  • Financial Training For Non-Finance
  • Retail Sector Experience

We rely on other licensed partners for the following services

  • Finance Systems
  • Company Set Up & Registration
  • Auditing Services
  • Taxation Services
  • SMSF Accounting and Filing
  • Commercial Loans
  • Investment Management
  • Office 365/SharePoint Technology Services
  • IT Strategy
  • Major Finance ERP Systems Implementation
  • Video Production
  • Website Development
  • Grant Writing Services
  • Free Initial Consultation
  • Excellent Retainer Rates
  • Competitive Hourly Rates
  • Not-for-Profit Discounts

Service Groups

Governance

  • Board Papers
  • Policy & Procedures
  • Delegation Matrix
  • Business Case Presentation
  • Business Progress Presentation
  • Dashboard & Accountability Reports

Technology/Systems (through Partners)

  • Selection and Implementation Assistance
  • Business case/Approval Assistance
  • XERO/MYOB/RECKON/ERP systems
  • Microsoft Office 365/SharePoint/Power BI
  • Expertise in Microsoft Business Central and Other Cloud ERP Finance Systems
  • Chart of Accounts Set Up
  • Reports Set Up
  • Website Development

Finance & Accounting

  • Book Keeping
  • Month-End Closing
  • Reporting to Owner/Mgmt/Board
  • Budgeting
  • Accounting Services for ACNC Compliance
  • Payroll Service Assistance
  • Transactional Outsourcing (AR/AP/Banking)

Virtual CFO

  • Managing Finance/IT team
  • Multitude of Commercial Functions
  • Lead role in Strategy, Risk & Governance
  • On-demand meetings
  • Supervision of Projects
  • Assistance with Banks and Loans
  • Assistance with Audit & Compliance

Some examples of how we have been able to assist

Business Challenge How we assisted Outcome

A retail service could not identify the reasons for fall in profits despite good sales growth

-We analysed pricing & discount strategy

-Analysed all direct costs and logistics

-Set up a product profitability monitoring system

-Reviewed direct costs and overheads

Loss performing products discontinued, pricing adjusted and overheads reduced thus improved profitability

A Not-for-Profit (NFP) organisation faced difficulty with management of Grant funds

-Pre-planning, budgeting and quarterly monitoring helped to accurately report on grants

-We have set up milestones management using a technology solution

Grant funds fully consumed with no or minimal return of funds. All milestones completed and reported

Organisation could not roll out reports to all managers due to expensive license and constraints

-We assisted to set up sequel server and Power BI reports

-Information available to all managers

All managers were able to get real-time reports

NFP organisation was finding difficulty in reporting financial and other metrics to the Board. Constant Board push back on reports

Set up a Board dashboard reporting with pre-agreed metrics for reporting

Both the Board and CEO are pleased with the reports and outcomes

Organisation facing difficulty in communicating news and updates to its employees. Emails are not a good communication medium

Through our partners, we have assisted by building an intranet for the organisation which was a game changer in communication

Intranet fully implemented and staff find it easy to use and productive

We have many similar achievements which resulted in significant efficiency improvements across our clients. Our expertise in technology and our access to specialised consultant network make us the choice for a one-stop-shop service

A Snapshot of our Services by Sector

Sector Not-for-Profits (NFP) Small & Medium Enterprises (SMEs) Large Organisations (special projects) Government Funding Contracts
NFP NDIS Aged Care Community Services Other Block Funded Services
SMEs Construction & Trades Consultancy Business Retail Hospitality & Restaurants Professional Services (legal, accounting etc.) Other Services
Industry Retail Manufacturing Industrial Products
Government Special Projects Development work