Business Advisory & Virtual CFO
A CFO in your corner, without the FTE.
What's included
We sit alongside owners as a financial partner — building forecasts, pressure-testing pricing, preparing bank and investor packages, and translating the numbers into decisions. You'll walk out of every meeting knowing what to do next.
- 13-week cash flow and annual budget
- KPI dashboards tailored to your business
- Pricing, margin and unit-economics analysis
- Business structure & Div 7A strategy
- Bank, broker and investor package preparation
Common questions about business advisory & virtual cfo.
Can't see your question? Call us on 1300 900 320 or send a note.
›What does a Virtual CFO actually do?
We build your budget and 13-week cashflow, set the KPIs that matter for your business model, run monthly numbers meetings, and prepare finance/investor packages. Effectively a part-time CFO without the six-figure salary.
›How is this different from bookkeeping?
Bookkeeping tells you what happened. Advisory tells you what to do about it — pricing, hiring, capex, tax structuring and cashflow decisions before you make them.
Other services
All services →Individual Tax Returns
Personal, sole trader, rental property and investor tax returns — lodged with the ATO.
Business Tax, BAS & GST
Company, trust and partnership returns, plus quarterly BAS and GST lodgements.
Bookkeeping
Monthly bookkeeping in your accounting software with a real human reviewer.