Finance
&
Administration

keeping your board financially confident and compliant

Managing the finances of a Community Bank company is no small task. From bookkeeping and reporting to budgets and audits, directors need accurate, timely information to make confident decisions.
That’s where CB-Virtual Solutions comes in.

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How we can help

Our finance and administration services are tailored specifically for the Community Bank network. We handle the detail behind the numbers, so your board can stay focused on strategy, compliance, and community impact.

  • Coordinate and prepare documentation to ensure a smooth audit process.

  • Support directors with budget development, forecasting, and tracking.

  • Prepare Treasurer’s reports and manage reporting through Imporex and Xero.

  • Manage accounts payable and receivable, including BEN file import/export and liaison with external resources.

  • Process director and staff claims quickly and accurately.

  • Prepare and lodge BAS and IAS statements on time.

our approach

We act as an extension of your team, providing flexible, reliable support when and where you need it. Whether it’s full-service bookkeeping, ad-hoc reporting, or audit preparation, our finance team is equipped with deep Community Bank knowledge and proven systems expertise.

Our specialists combine technical skills in Imporex, Xero, and Bendigo Bank systems with a practical understanding of the Community Bank revenue model. This means we don’t just process numbers — we ensure your financial administration aligns with the unique needs of your board and network.

ready to strengthen your boards finances?

Let us take the stress out of finance administration so your directors can focus on what matters most: your business and your community.