Virtual/Fractional CFO

Every business owner dreams of growth, but turning big ideas into real results can feel out of reach, especially when the numbers and rules keep changing.

More than 16 years in this business,
ATO Compliant Accountants

Maybe you’ve tried to plan for the future, but…

…the whirlwind of cash flow, compliance, and finding the “right structure” leaves you guessing. And you are wondering if you’re missing on smart ways to save on tax, protect your assets, or simply make your business run smoother? In today’s fast-moving world, it’s easy to feel stuck on autopilot, working hard, but not always working smart.

For most business owners, advisory sessions reveal what’s really missing:

Our expert Virtual CFO breaks down your financials into clear, simple insights:

• Real profit vs revenue
• Where money is being lost
• What’s actually driving your business
• No more confusion

We help you:
• Forecast cash flow ahead of time
• Avoid shortfalls and stress
• Plan for tax, payroll, and growth
• No more surprises.

Make Smarter Business Decisions
• Hiring staff vs outsourcing
• Expanding your business or holding it back first
• Investing in property or new opportunities

We guide you to:
• Create a clear roadmap
• Scale without breaking cash flow
• Align your finances with long-term goals

Optimise Tax & Business Structure
• Structure your business for tax efficiency
• Align financial decisions with tax strategy
• Maximise after-tax profit

Here’s why we are here :)

Unlock clearer financial insights and confident business decisions with professional Virtual CFO services.

Gain financial clarity and control without the cost of a full-time CFO

Understand your business performance through simple, actionable insights (not just raw numbers)

Increase profitability through margin analysis, cost control, and pricing reviews

Stay compliant with confidence through BAS, GST, PAYG, and superannuation oversight

Improve cash flow with forecasting, budgeting, and liquidity management

CFO Level Advisory Package

Available billing plans include Monthly, Daily, Hourly

Tailored For Financial Control, Reporting and Clarity

Starting from $2,500 + GST per month, suitable for:

• Small to medium businesses scaling up

• Owners who want clarity without hiring a CFO

• Businesses with revenue approx. $300K – $3M

Scope of Work

1. Financial Visibility & Reporting

• Monthly Profit & Loss, Balance Sheet & Cash Flow reports

• Clear breakdown of business performance (not just numbers)

• KPI dashboards tailored to your industry

2. Cash Flow & Budget Management

• Cash flow forecasting (weekly/monthly)

• Budget creation and tracking

• Identifying cash leaks and improving liquidity

3. Compliance Oversight

• Review of BAS, GST, PAYG, Super obligations

• Ensuring financial data is accurate and ATO-ready

• Liaising with your bookkeeper/accountant

4. Business Performance Insights

• Margin analysis and cost control strategies

• Pricing and profitability review

• Financial health check and benchmarking

5. Systems & Process Optimisation

• Setup and optimisation of Xero, QuickBooks or MYOB

• Streamlining financial workflows

• Automating reporting and reconciliations

Tailored For Strategy, Growth and Leadership

Part-time engagement: $2,500 + GST per day

• Established businesses scaling aggressively

• Companies preparing for funding, acquisition or exit

• Revenue typically $1M – $20M+

Scope of Work

Advisory & Strategic Support

• Monthly business advisory meetings (virtual or in-person)

Financial Planning & Forecasting

• Cash flow projections & budgeting for 12 months

• Tax-effective planning

Wealth & Growth Strategy

• Strategic wealth building (property, SMSF, succession planning)

• Profit improvement strategies

Systems & Optimisation

• System and process improvement

Ongoing phone/email support (priority response)

In need of some clarifications before connecting with us?

I already have an accountant, why would I need a Virtual CFO?

Most accountants focus on compliance and tax reporting. A Virtual CFO focuses on helping you understand your numbers, improve profitability, manage cash flow, and make better business decisions throughout the year—not just at tax time.

What problem does a Virtual CFO actually solve for me?

It helps you answer key business questions like:

“Am I actually making money?”
“Why is my cash always tight?”
“Can I afford to hire or expand?”
“What should I change to improve profit?”

Instead of guessing, you get clear financial direction.

Can this help me stop cash flow problems?

Yes. Cash flow forecasting and monitoring help you see shortages before they happen, so you can adjust spending, pricing, or timing in advance.

I’m not good with numbers. Will this be too complex?

No. The goal is the opposite—turn complex financial data into simple, clear insights so you can understand your business without needing an accounting background.

Easy processes, happy customers :)

See why customers love us. Find what resonates with you.

      
   Ezy Tax Consultants | Sydney Tax Agents and Advisors
   112 Google reviews 
  Write a review 
  
 
 
   
 
 
       Posted on Google  
   
   kartik kohli 
 10/09/2026
 
 
 Trustindex verifies that the original source of the review is Google. 10/10 service. Just have to answer a few questions and they do the rest. Anyone who’s lazy to do their taxes highly recommend.
  
 
      Posted on Google  
   
   Vincent 
 18/08/2026
 
 
 Trustindex verifies that the original source of the review is Google. Ezy Tax Consultants are the most dedicated tax consultants I have engaged. Besides ensuring that my wife's and my tax filing were correctly filed. I love the friendliness, thoroughness and dedication of Elena Nguyen. Thanks.
  
 
      Posted on Google  
   
   Jack Liew 
 15/08/2026
 
 
 Trustindex verifies that the original source of the review is Google. Amelia and her team have been very professional throughout the setup of our SMSF and Bare Trust for our property purchase. A big shout out to Elena who have been an excellent communicator throughout the entire process, worked diligently to help us and had great attention to detail. She is very knowledgeable and her expertise is second to none. I highly recommend the team at Ezy Tax Consultants for their great service.
  
 
      Posted on Google  
   
   SQ 
 12/08/2026
 
 
 Trustindex verifies that the original source of the review is Google. Bhavisha was amazing - organized and really tried to help me sort out my taxes! I’m so glad I found them and now, she looks after my tax year on year!
  
 
      Posted on Google  
   
   Mustafa Qureshi 
 04/08/2026
 
 
 Trustindex verifies that the original source of the review is Google. Great work by Bhavisha. Highly recommended.
  
 
      Posted on Google  
   
   Jessica Scott 
 02/08/2026
 
 
 Trustindex verifies that the original source of the review is Google. Bhavisha is wonderful, always so thorough! :-)
  
 
      Posted on Google  
   
   Karen D 
 27/07/2026
 
 
 Trustindex verifies that the original source of the review is Google. Very helpful, knowledgeable, and quick response times. Will definitely be using them again.
  
 
      Posted on Google  
   
   Asanka Ranasinghe 
 23/07/2026
 
 
 Trustindex verifies that the original source of the review is Google. Bhavisha made my tax return process really easy this year. She was very quick to respond whenever I had a question and was incredibly helpful in identifying all the tax deductions I was eligible for, which helped maximise my return. I really appreciated her professionalism and support throughout the process. I’d definitely recommend Bhavisha and Ezy Tax Consultants to anyone looking for reliable and helpful tax advice.
  
 
      Posted on Google  
   
   Darren C 
 20/05/2026
 
 
 Trustindex verifies that the original source of the review is Google. Highly recommend Ezy tax consultants. Bhavisha is always a pleasure to deal with, fast to respond to any queries and provides good professional accounting advice suitable for my company and personal tax affairs.
  
 
      Posted on Google  
   
   Raagi Shah-Brittain 
 19/05/2026
 
 
 Trustindex verifies that the original source of the review is Google. Bhavisha is extremely helpful, very professional and diligent in everything that she does. I highly recommend the team and in specific Bhavisha regarding all the tax matters. Thank you once again