“Business transformation executives that are  high value and low risk”

 

 

 

What is Dial a CFO (Dial)?

Dial a CFO (Dial) is a collective of self-employed commercial executives (Associates) that work under the Dial umbrella to provide professional services to Clients direct on a flexible “pay as you go” basis.  Our team encompass Business Analysts through to Financial Controllers, Chief Financial Officers (CFOs) and Non-executive Board Directors, all with significant commercial experience gained in the corporate sector.

 

Small and medium businesses face similar challenges to large corporates but usually without the same support framework of their larger counterparts. Dial a CFO can bridge this gap by providing resource with the right level of skills and experience, as and when required, at a transparent and competitive price. The Dial a CFO Service is complimentary to that performed by the public practice chartered accountant where a different skill-set exists.

 

Dial offers a “switch on / switch off” service which is quite unique.  This enables a Client to purchase whatever skill-set they need for as long as they need it.

 

We are Kiwi owned and operated. While our Associates are mainly in Auckland, our membership is growing nationwide. Our service offering is national so we can come to you.

 

 

Why use Dial a CFO?

• Dial offers a high value low risk proposition.  Our 50 most senior Associates have combined experience in excess of 1,000 years in the commercial business environment.
• Our Associate works within your business with a commercial and internal focus, just as if they were an employee but without the commitment from you that an employee requires.
• With Dial, you can buy what you want when you want it.  Our Associates can be available throughout the life cycle of your business on a routine or ad hoc basis, enabling real value to be gained by you working with a trusted business partner over an extended period of time.
• Our Dial Associates have a proven track record evidenced by successful careers in the commercial sector – in other words - we are “the real deal”. This extensive background across various Clients means that we can draw from experience that is tangible and relevant, assisting in delivering more innovative and timely solutions. Most other virtual CFO services are provided by chartered accountancy practises as an “add-on” to a core technical service offering.
• Dial Associates operate in a collaborative manner, meaning there is an impressive intellectual pool of knowledge they can draw from to benefit you.
• Our Associates are vetted before joining Dial and their performance is evaluated with you by the Dial Principal during the engagement. You can therefore remain confident that the engagement objectives will remain on track.
• We are professional service providers (not sales people with targets) and therefore we will provide an honest and transparent assessment of what needs to be done, and then get on with doing it.

How do I engage a Dial Associate?

• You call or email Dial a CFO specifying the nature of the engagement and the skill-set you require. 
• One of our Leadership Team will clarify your requirements, review and match available Associates against your requirements and then present a short-list of Associate profiles. 
• You review profiles and meet one or more Associates that best suit your requirements.
• You select an Associate, negotiate terms either directly with the Associate or with Dial a CFO's assistance, then sign a contract between you and the Associate.
• Dial charges you an engagement fee.
• The Associate commences the engagement, billing you directly. The Associate is managed directly by you in the same manner as if they were an employee.
• The Dial Principal works with you and the Associate throughout the engagement to ensure objectives are being met.

 

It is important the fit is right both for Client and Associate. If it isn't, the Dial Principal will assist in dissolving the relationship, re-defining the requirements and sourcing an alternative Associate.  Any costs in doing this are covered by the original engagement fee.

 

 

 

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