Virtual CFO & Business Advisory for NZ Founders

Stop Driving Your Business Looking in the Rearview Mirror.

Virtual CFO & Business Advisory for NZ Founders

Hi, I’m Sheridan. While your accountant files your history, I help you build the forecasts and strategy to handle what comes next.


You started your business to be an expert in your field, not an expert in finance. But now you find yourself:

🌊 Drowning in Data: You have Xero, but you don’t have insights.

📉 Cash Anxious: You’re making sales, but the bank account always feels empty.

🏔️ Lonely at the Top: You can’t vent to your staff about money, and your partner is tired of hearing about it.

You don’t need a cheerleader. You need a financial sounding board.

Virtual CFO Services

I sit on your side of the table. While your accountant focuses on compliance (keeping you out of jail), I focus on strategy (building your wealth).

  • We Forecast, We Don’t Just Report: I don’t send you a PDF of last month’s numbers. We meet to model the next 6 months.
  • We Fix Margins: We dig into every product and service line to ensure you are actually profitable, not just busy.
  • We Plan for Cash: No more surprise tax bills. No more “hoping” you can afford that new hire. We do the math before you spend the money.

The calm voice of reason

With all the chaos and challenges running a small business in NZ through an economic downturn, Sheridan has been the calm voice of reason. He has helped us sleep at night, he can smash out an amazing report or cashflow forecast easily and explains it all simply while we focus on running the business.

Jodie Squires, Director at AECS Equipment

Who is this for?

This isn’t for everyone. I work best with:

NZ Founders & Owner-Operators (Service-based or Complex Retail).

Revenue: $300k – $3M (Too big to wing it, too small for a full-time CFO).

Location: Based in Manawatū or anywhere in NZ (Remote/Zoom).

Mindset: You want honesty and clear data, not “woo-woo” coaching.


The Missing Piece in Your Financial Team

You likely already have an accountant or a bookkeeper. Here is why that isn’t enough.

Accountant

  • Job: Compliance & Tax
  • Focus: Historical (Last Year)
  • Frequency: Annual
  • Cost: Essential overhead

Business Coach

  • Job: Mindset & Motivation
  • Focus: You (The Founder)
  • Frequency: Monthly/Weekly
  • Cost: Discretionary

Ready to get off the hamster wheel?

If you are tired of making decisions based on “gut feel,” let’s look at the numbers together.