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:

We break 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 :​)

Designed to give you the clarity, control, and confidence you might have been missing.

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
Part-time engagement: $2,000 + GST per day
Hourly advisory: $250 + GST per hour
• 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.

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.

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

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.

Ready for a CFO-level partner without the executive salary?

It is our duty to clarify your doubts, so you can make better informed decisions with your business.

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Manage trust distributions, beneficiary allocations and annual compliance with tax-effective planning and expert guidance.

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