Rochford Capital - Thomas Averill
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Helping Tom Do What He Does Best: Growing His Business
Want to confidently manage treasury risk, strengthen cash flow and take control of your company’s financial future? Well, Tom and his team are your people for that. Tom and his team provide a 360-degree awareness of your financial market risk, reducing the impact of market volatility protecting earnings and increasing stakeholder value. Simply, Tom knows numbers!
Tom’s problem as a busy professional and father of a growing family is he doesn’t always have the time to manage the day-to-day operations in his own business.
Key wins
14
Years of support
4
Strategic reviews per year
100%
Confidence having a virtual CFO on tap
The Challenge
Tom’s strategic and is best at the front of Rochford Group driving outcomes for his clients and his business. That’s what gets him into the office each day. BAS, IASs, month end statements… not so much.
As an AFSL holder, running Rochford Group comes with multiple statutory obligations and all aspects of the company’s financial management is scrutinised. While the client’s Rochford advise are often large organisations, Rochford is very much a privately owned and operated SME. Year end obligations definitely need the support of a seasoned finance director, but month to month things are not so complex.
The Solution
Tom needed a customised approach to accounting and advisory services. While the day-to-day financial tasks of the business were straightforward and managed effectively by his team, the need for higher-level strategic advice arose occasionally—advice requiring the expertise of a financial manager or executive officer. That’s where we come in.
As Tom’s virtual CFO, we collaborate with Rochford’s external auditors and provide critical support during the year-end process. This ensures Tom and his team stay focused on their core work, minimising disruptions while maintaining seamless client support throughout the year.
Over our time as Rochford’s virtual CFO, we’ve also guided Tom and his team through two divestments and two Management Buyouts (MBOs). These are complex financial processes that may fall outside the scope of an in-house finance function but are exactly where a virtual CFO adds significant value.
The Outcome
We are on the other end of the phone as questions arise and make sure that we are sitting down at least quarterly with Tom to discuss his own business growth and opportunities.
After all, the markets don’t stop, right? Having us support Rochford’s business means Tom and his team don’t either!
Notion Five's Virtual CFO partnership has been instrumental in our success.
Over the past 14 years, the guidance and support provided by the Notion Five team has
been instrumental in driving the success of our business. From the very beginning, Matt and
the team have been committed to offering strategic financial support that has enabled us to
navigate through various challenges and seize new opportunities.
The insights and expertise shared provided by Notion Five have not only helped us achieve
our financial goals but also empowered us to make informed decisions that align with our
long-term vision. The collaborative efforts and personalised approach have ensured that we
remain agile and responsive to the ever-changing market dynamics. We are grateful for the
continuous support and look forward to many more years of partnership and success.
Thomas Averill – Rochford Capital