MyBizCFO

How it works

Every recurring task and every ad-hoc request follows the same path, so you always know who is responsible and what stage the work has reached.

Who reviews your work

  1. Level 1

    Process Executive

    Prepares the work, attaches supporting documents and marks the task ready.

  2. Level 2

    Process Owner

    One per department. Reviews the work for accuracy and completeness.

  3. Level 3

    Department Manager

    Approves the work for the department and clears any dependencies.

  4. Level 4

    Final Manager

    A Chartered Accountant who signs off all six departments before delivery.

The life of a task

  1. 1Assigned
  2. 2In progress
  3. 3Waiting on client (when we need your input)
  4. 4Owner review
  5. 5Manager approval
  6. 6Final sign-off
  7. 7Completed

If something is not right

A reviewer can send work back, but only with written remarks. It goes back exactly one step, so the person who can fix it sees the reason.

Notices and queries

Tax notices, auditor queries and lender requests are tracked as tasks too, with the same review chain, so nothing depends on one person's inbox.

Dependencies across departments

A GST return waits on a closed ledger. A task that is blocked by another shows exactly what it is waiting for.

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