Financial viability, business review and funding
For applicants completing the Financial Viability Risk Assessment, providers seeking funding contracts, and boards that want an honest business review.
Financial viability assessments, business reviews, business plans and funding application support.
The problem
We help you organise financial information, review your business plans and prepare evidence for registration or funding applications. We work with your accountant and team to address the requirements relevant to your application.
- 01
Discover
- Position, obligations and the programs you are eligible for
- 02
Diagnose
- Financial analysis across the 19 review areas
- Business review across 30 points
- 03
Deliver
- Business plan and budgetary process
- Financial Viability Risk Assessment pack with your accountant
- Funding applications and contract preparation
- 04
Embed
- Compliance advice once approved
- Reporting cadence to the board
Deliverables
- Financial analysis report
- Business review report
- Business plan
- FVRA pack
- Funding applications and contracts
Project stages
- Stage 1
Analysis
- Stage 2
Plan and pack
- Stage 3
Applications
We agree the project schedule with you before work begins. Regulatory deadlines and assessment times are set by the relevant regulator.
The 19 financial review areas (19)
- Cash flow
- Assets and liabilities
- Income and expenses
- Profit and loss
- Tax position
- Credit risk
- Equity and risk
- Business continuity
- Cost of running the business
- Return on investment
- Industry benchmarks
- Strategic direction
- Governance and compliance
- Market outlook
- Training delivery
- Student recruitment and retention
- Market conditions
- Cost of delivery
- Financial and debt management
The 30-point business review (30)
- Strengths and weaknesses
- Customer experience
- Marketing and promotion
- Financial performance
- Operations
- Regulatory compliance
- Workforce efficiency
- Use of technology
- Risk management
- Governance and leadership
- Learner and student engagement
- Sales and customer service
- Stakeholder management
- Revenue streams
- Resources
- Training and assessment processes
- Learning technology
- Quality assurance and improvement
- Sustainability
- Growth
- Objectives and strategies
- Policies and procedures
- Gaps in systems and processes
- Compliance requirements
- Staff performance
- Market trends and customer demands
- Competitors
- Communication systems
- Overall performance
- Opportunities
Pricing
Fixed fee against an agreed scope.
Fixed fee against an agreed scope. Accountant costs are separate.
Casual consultation $185 per hour plus GST. Retainers from $1,750 per month plus GST. All prices in Australian dollars. GST is stated on every line.
Regulatory frameworks
CAQA is an independent consultancy. ASQA does not endorse or list consultants.
Case studies
Relevant case studies
Initial RTO Registration Application Package for New VET Providers
CAQA has supported hundreds of new providers through its Initial RTO Registration Package, helping organisations enter the VET sector with compliant systems, documentation, resources and operational guidance.
Read the case studyBuyerDue diligencefor a prospective acquisitionRTO Due Diligence Audit for Prospective Acquisition
CAQA has supported prospective buyers, investors and education groups through hundreds of due diligence audits involving RTO acquisitions and transfers of ownership.
Read the case study“The most qualified individuals in the industry for ASQA compliance, Validation Standards, and High-Quality Training.”
Questions
Frequently asked questions
Which funding programs do you work with?
Skills First (Victoria), Smart and Skilled (New South Wales), Skills Assure (Queensland), Jobs and Skills WA, and VET Student Loans at the Commonwealth level, along with other state contracts.
Changing your compliance consultant?
Send us your current scope and the last audit report. We map what is done, what is open and what is at risk, and quote only the gap. Your evidence stays yours; our fee buys an outcome, not hours.
Ask for a switch review
Discuss your needs with a senior consultant.
Free, confidential, and answered within one business day.