Recent Client Feedback

"Dial a CFO provided a very capable resource to fill a vacancy we had whilst we recruited. I was impressed with the professionalism and flexibility of the arrangement and the person we engaged"


Gavin Ion -CEO Waikato District Council



"Our use of Dial a CFO has been very successful and we will be recommending your organisation when opportunities arise.  Kerry has provided outstanding services to Workbridge and has skillfully introduced disciplines into the organisation and provided a strategic approach which we value.  As a board we now have much greater insight into our business than was possible in the past and the systems created by Kerry should allow for this to continue.  We have had the benefit of Kerry's strategic analysis and approach during a critical period for Workbridge and his input has helped our board as we fulfil our governance responsibilities"

 

Gail Munro - Chair Workbridge

 

 

"John Macaulay, on behalf of Dial a CFO, was appointed to Magsons Hardware to bolster the finance team at a time when a number of new projects & initiatives were being planned, which in conjunction with more detailed core business reporting , each necessitated significant financial rigor around their feasibility and assessment to ensure the continued comfort of all stakeholders.

Through John's professionalism and willingness to hold open & honest dialogue, we were able to build a solid working relationship in a very short space of time, and gain comfort in the assessment of opportunities being presented."

 

Geoff Stewart - Banker

 

"We approached Kerry Ludlam at Dial a CFO to provide an experienced CFO to work through a short term handover with our Financial Controller of 20 years and to continue in the role.  We had worked with Kerry previously which gave us confidence that he would find the right person for us.

We met with Kerry and Tony (Principal at Dial a CFO) to discuss what was required by way of deliverables which they subsequently documented and we signed off on.  Paul Yallop was presented as an experienced CFO that could fulfil the brief, we interviewed Paul and he started 5 working days after our first meeting with Kerry and Tony for an initial 3 month engagement.

The initial brief was to complete four sets of year end financial statements and tax returns (for our two companies) while running the small finance team.  Our requirements expanded within a very short timeframe to a broader remit of improving trading performance, freeing up liquidity to repay debt by revitalizing the debt collection process, restoring the confidence of our bankers in our business and addressing a number of complex tax issues.

What became apparent upon Paul starting was that there were a significant number of unorthodox accounting practices, a lack of disclosure of the true financial position of the company and a need for much improved governance.  Paul set about completing the required remedial work in a professional and timely fashion.  We were kept fully briefed and Paul established a very good rapport with our bank, lawyers, shareholders and external CA firm as well as our staff.  Kerry acted as project lead in support of Paul , operating in a Quality Assurance role and maintaining regular contact with us.  Kerry's previous involvement with our business and considerable knowledge of the industry provided context and a valuable escalation point in the event that we needed it.

Hills Floorings' Directors and Shareholders interests have been advanced by the work that Paul completed under the Dial a CFO umbrella and we are grateful for what has been achieved.  Our only regret is that we didn't engage their services earlier.  Based on our experience, we have no hesitation in recommending the service that Dial a CFO provides."

 

David Hill and Peter MacShane - Directors Hills Floorings

 

 

“We engaged Dial a CFO to assist with an interim resourcing requirement following the resignation of our Credit Services Manager.  The function was undergoing significant change at the time and we wanted a safe pair of hands to bed down the change and keep the credit team focussed and settled.  Marc was appointed to the role and has performed extremely well in challenging circumstances and has been extended several times.

Tony has maintained contact with all parties throughout the engagement  and we are pleased with the Dial experience.”


Richard O'Connor - Financial Controller Watercare

 

 

“I’m delighted that Dial a CFO have become a partner at Waikato Innovation Park. The Dial model delivers a resource for WIP businesses to access the financial, commercial and accounting resources and support that they need, when they need it, for as long a period as is needed. At Innovation Park, we require our businesses to demonstrate significant ongoing innovation, and the Dial A CFO model both delivers that innovation as a resource, and also assists our businesses themselves to access the commercial and financial resources that they need to grow, and deliver business growth and innovation.”


Derek Fairweather - CEO Waikato Innovation Park

 

"I approached Dial a CFO to assist with a business strategy and recovery plan for a small charitable business that was facing potential closure.  The short appointment was time critical and required a two month assessment of the financial health of the business, to identify revenue and cost issues, and working with other advisers to develop a business plan to turn the business around. New cashflow and profit and loss forecasts were developed to support the new business plan.  This was presented and accepted by the Board.   The quick and efficient investigative actions that resulted in immediate corrective actions for the business resulted in the business continuing to operate and forecasting a return to sustainability.  The work was approached with a sense of urgency and professionalism but also with empathy for the staff".

 

Mark Lambert - Manager Public Transport Operations, Auckland Transport

 

"I was introduced to Dial a CFO through a mutual business acquaintance who is a senior finance executive and incidentally also a Dial Associate.  As a CFO, Tony was able to grasp the commercial imperative quickly and presented Mike who was subsequently engaged to ascertain reasons for differences between physical and accounting inventory which arose during an outsourced 3PL arrangement.  Mike applied himself to the task diligently and demonstrated a sound comprehension of logistics which enabled us to gain an understanding regarding the nature of the variances.  We are pleased with the outcome in what was clearly a very chalenging exercise"

 

Tom Mullins - Group General Manager Supply Chain Australian Pharmaceuticals Industries (API) 

 

 

“I approached Dial a CFO through an existing relationship I have with the Principal Tony Rutherford who has worked with me previously.  We required a fresh perspective to undertake a number of commercial projects on a part time basis over a 12 month period.  Tony offered to source the required level of expertise and acted expediently in providing a short list of Dial Associates.  John was interviewed by the Board and subsequently appointed to the role.  While it is early days he has set about the task in a professional and diligent manner – establishing credibility and rapport with Directors, Staff, and our Bankers.  The Dial resourcing solution is underpinned by quality service that  offers transparency and value and I have no hesitation in recommending it.”

 

Alan Pearson - Director Magsons Hardware (Mitre 10)

 

“I was contacted by Tony from Dial a CFO through a mutual acquaintance when we had started the search for a Management Accountant to join the finance team after the resignation of our Finance Manager caused us to rethink the finance area. We realised that it would be at least three months before we had the right person driving this area and we needed cover in the meantime and our current Finance Manager was leaving. Tony worked over the weekend to put together a short list based on what we were after and the following day we interviewed two candidates settling on Andrea to help us over this time. She has been solid in her performance with good attention to detail and has got on with the team here. We’ve added a bit of pressure to the role with our International expansion putting further pressure on the Finance Team. We’ve extended her contract twice since getting her on board. We appreciated the speed with which Tony got onto the job and how efficiently we were able to get the right cover in place. “

 

 Alistair Sedcole - General Manager Allpress Espresso

 

“I engaged Tony Rutherford from Dial a CFO to assist with the transition of the transport function of the Auckland super city for a period of 7 months spanning the period pre and post transition.

His initial responsibility was to ensure a smooth transition of business systems so that Auckland Transport (the new CCO responsible for all Auckland region transport matters post 1 November) could operate effectively on day 1.

This required gaining an intimate understanding of legacy systems, developing an integration plan, and managing a program of work which ensured that data, process, and people resource were deployed effectively to achieve the above. Additionally, Tony owned the development of specific greenfield process and procedures in a politically charged environment demanding pragmatism, patience, and the ability to think laterally. This piece of work was completed successfully.

Tony is differentiated by his ability to effectively self-manage in a very fluid environment, often with priorities changing on a daily basis. Throughout he remains professional, calm, and pragmatic. He navigates relationships with ease and is well regarded by his peers for both his ability and sense of humour. I have no hesitation in endorsing Tony and we wish him well for the future.”

 

Stephen Smith - Manager Finance at Auckland Transport