Business Advisory
Service Line Overview
Making informed decisions and implementing effective strategies is crucial for sustained growth and success. Qi Wealth offers comprehensive Business Advisory Services designed to provide your organisation with expert guidance, strategic insights, and practical solutions.
Our goal is to help you navigate challenges, seize opportunities, and achieve your business objectives.
Business Advisory / CFO Services
Qi Wealth’s Virtual CFO Services provide Australian Small and Medium Businesses with access to a fully integrated finance team, without the cost and complexity of building one in-house.
Our model is deliberately structured around three layers of financial expertise — a Chief Financial Officer, Financial Controller, and Accountant/Bookkeeper — working together to deliver accurate reporting, commercial insight, and strategic guidance.
Why Choose Qi Wealth’s Virtual CFO Services?
Cost-Effective – Access top-tier financial expertise without the expense of hiring a full-time CFO.
Customised Solutions – We know that most small businesses have varying expertise amongst their staff, and thus there is no ‘one size fits all’ service offering. Consequently, our Virtual CFO service is intentionally designed to meet your team where they are. We will work with you to identify where there may be shortfalls, where we think we can add value, and customise our offering accordingly.
Scalability – Our services can grow with your business, ensuring continuous support at every stage of development.
Confidentiality – We prioritise the confidentiality and security of your business’ information.
Strategic Financial Planning
At Qi Wealth, we help you develop robust financial strategies that align with your business goals. Our Virtual CFOs work closely with you to create comprehensive financial plans, forecast future financial performance, and identify opportunities for growth.
Budgeting and Forecasting
Effective budgeting and accurate forecasting are essential to maintaining financial health. Our team provides detailed budgeting assistance, helping you allocate resources efficiently and prepare for future financial scenarios. We also offer ongoing support to adjust forecasts based on changing market conditions and business objectives.
Cash Flow Management
Managing cash flow is crucial for the day-to-day operation of any business. Qi Wealth’s Virtual CFOs ensure that your cash flow remains steady and predictable. We implement strategies to optimise cash flow, manage receivables and payables, and maintain adequate liquidity.
Financial Reporting and Analysis
Our Virtual CFOs provide timely and insightful financial reporting, giving you a clear understanding of your business’s financial position. We deliver detailed financial statements, performance metrics, and variance analyses to support informed decision-making.
Risk Management
Identifying and mitigating financial risks is a key component of our Virtual CFO Services. We conduct thorough risk assessments and develop strategies to minimise financial exposure. Our proactive approach helps safeguard your business against potential threats and uncertainties.
Compliance and Governance
Navigating the complexities of financial regulations can be challenging. Qi Wealth ensures that your business remains compliant with all relevant financial laws and regulations. Our Virtual CFOs keep you informed about changes in legislation and help implement best practices for financial governance.
Growth and Investment Advisory
Whether you’re looking to expand your operations, enter new markets, or secure funding, our Virtual CFOs provide expert advice on growth and investment opportunities. We evaluate potential investments, conduct due diligence, and offer strategic recommendations to support your business’s expansion.
There are a wide range of business problems we can help you to address. Above are some common examples, but if you are curious about a specific need, please contact us to speak with one of our advisors, we’d love to hear from you.
Start Your Financial Evolution
At the heart of Qi Wealth is our commitment to deliver the best results that reflect your circumstances.
We are leading the wealth revolution and our commitment to excellence is what drives us.
Speak with one of our consultants today.
Transaction Advisory
Navigating the complexities of buy and sell transactions requires expertise, strategic insight, and meticulous planning. Qi Wealth are experienced in working with Small and Medium Business (SMB) and their owner’s years in advance of a sale.
Whether you are buying or selling Qi Wealth and our trusted partners can assist you with the following:
- Buy and Sell Side Advisory
- Deal Structing
- Financial Due Diligence
- Tax Due Diligence
- Exit Planning
- Restructuring
- Collaboration with personal financial advisors and accountants
Why Choose Qi Wealth’s Buy/Sell Transaction Advisory Services?
Expertise – Our team comprises seasoned professionals with extensive experience in buy and sell transactions across various industries.
Tailored Solutions – We customise our services to meet your unique needs and transaction objectives.
Comprehensive Approach – From strategy development to post-transaction support, our team have knowledge across all areas of a transaction and can assist business owners
Confidentiality – We maintain the highest standards of confidentiality and integrity throughout the transaction process.
Results-Driven – Our focus is on delivering value and achieving successful outcomes for our clients.
Artificial Intelligence Advisory
Artificial Intelligence has been a major disruptor in many industries. Whether you believe it is a flash in the pan, or set to fundamentally rewrite the modern economy, its impact to date cannot be ignored.
At Qi, our view is that AI is a tool like any other, with exciting potential for exponential productivity gains. We work with small and medium businesses, to help them explore AI and advise on where and how it could assist your business and internal finance teams. We have experience working with business management including directors, CEO’s, CFO and financial controllers. We have collated our experiences to provide recommendations on where we believe AI can best assist your business
We have carefully embraced the technology internally, and are committed to staying at the forefront of this latest technology revolution.
Currently, we offer AI advice on:
- Business adoption with particular relevance to finance teams
- Company AI policy
- Risks, data security and protection
- AI implementation for Internal process improvement
As this is a fast-evolving space, we are happy to share our experiences and insights thus far, and if we believe we can assist you directly we are happy to do so.
Manager, Business Advisory
Principal - Business Advisory