Some of Intellective’s Client Successes

Neil McDonell, Chair of the Board, Capricornia Training Company Ltd

Our Board has come to rely on the Virtual CFO services provided by Mark and his team at Intellective.  His ability to provide financial clarity of the situation and outlook for the future has been exactly what the Board needed to make decisions.  I couldn’t give a higher recommendation for his service.

Ross O’Reilly, Principal Licensee, O’Reillys Real Estate

We chose to work with Intellective because of Mark’s caring personality, the professionalism of their proposal, local knowledge, shared project vision, approachability and accessibility.

We have reached a number of goals set at the start of our relationship; being to commence a day spa business at the resort, to run our first wellness retreat, take our restaurant business to another level, to improve our profitability in the resort business and to maintain budget in our real estate business.

I would recommend Intellective to a client looking for guidance both financially and visionary to commence a new venture or a client wishing to get a better handle on their current business to plan to take it to another level. A client looking for a CFO who will go the extra mile for them to help them achieve their business and personal goals.

Wayne Aldridge, Director, Magic Millions Insurance Brokers

In relation to the Performance Report designed by Mark Cranny “… this is the best and most comprehensive report in Australia. We rely on it each month to monitor what is going on across all segments of our business. It provides a great helicopter shot of operations and allows a full and updated understanding within the few minutes that it takes to read…a most useful management tool that we seek to implement elsewhere.”

Dr Catherine Browne, Owner, Teneriffe Family Doctors

I decided to work with Intellective because of their approach to my issues. Intellective were genuinely interested in the Practice and very understanding and supportive of my priorities …a very personal approach to our financial concerns.

Darren McDonell, Downs Group Training

I have utilised Mark’s services as a Virtual CFO while I have been the CEO in two separate companies. Mark is very good at grasping your individual business requirements and gives an analysis on your business. Mark has been used to cross check budgets, break even points and charge out values. I would definitely recommend Intellective to Group Training Organisations as Mark has over the past 12 months had quite a lot to do with GTO’s.

I believe Intellective would be a benefit to any and all clients as Mark is extremely easy to get along with and relate to.

Marie Keating, CEO, CTC Ltd

CTC had an urgent need for a Virtual CFO, and as we had already established a relationship with Intellective through our Strategic Planning Sessions we were confident in their ability to supply CFO Services. Intellective has provided deeper insights into cash flow, forecasting and budgeting that CTC would have been able to provide under current and previous accounting staff.

Paul MacDermott, Chief Executive, Glencairn MacDermott Insurance Brokers

Following the acquisition of Glencairn MacDermott I wanted to record our appreciation of your tremendous assistance through your company Intellective over the past 4 years.

During this time you have acted as our Business Manager and your performance of these duties has been outstanding which has been acknowledged by our colleagues and shareholders in Australia and London. Your attention to our financial administration and regulatory requirements has enabled us to drive the business forward in sales and service with confidence.

Your abilities with information technology and modern approach to financial administration have enabled the company to operate more efficiently and was acknowledged during the Due Diligence process for the sale of Glencairn MacDermott.

You have also demonstrated the effectiveness of conducting your responsibilities from your office during each month and meeting with us monthly to complete the accounting package.

We are hopeful that our new owners and other business associates will engage you in the future and if this is the case we certainly look forward to working with you.

Trish Power, Owner, Capricorn Educational Resources

We had all the product and service knowledge but knew nothing about the finaincial aspects of running a small business…Intellective made it very for us to develop the financial skills we needed to create a sucessfuul business.

Mike Christie, Deputy Chair, Nudgee International College

Thank you for your assistance with the recent review of Nudgee International College’s Business Plan.With your help we were able to put together a comprehensive document that I believe tells a compelling story for the continued support of NIC by EREA.Your ability to quickly pick up the operational and financial nuances of international education in general and NIC in particular, helped considerably in developing our plan for the future.Your input was very professional and greatly appreciated…Many thanks

Derek Lightfoot, CEO, Tropical Pines Pty Ltd

Mark provides a very professional service. He is reliable, provides high quality work and is well structured in his approach.

Anne Schmidt, Manager, The Family Practices Yeppoon, Emu Park and Zilzie

Intellective is responsive to our issues in our complex business. The methodology for analysis and the tools provided will enable us to continue to fully understand our challenges and to move forward in a timely and effective manner. Intellective performed an excellent job delivering the requested simplification of systems and analysis in the agreed timeframe and to an exacting standard with flexibility. The value of their services is refreshingly superior. The end result is comprehensive, well organized and gives a detailed easy to understand analysis of our business. Intellective clearly developed and demonstrated a sound understanding of our industry in a short period of time.