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Our Services

Think of us as your part-time Finance Team and CFO that you don't have to pay the salaries for


All service inclusions are directed at growing your profits and the value of your business

You expect more than a salary for all the hard work and risk of building a business. Doing it the right way will maximize your dividends and long term financial security.

Your business is an ecosystem of processes, people and systems. The challenge is to get all the parts working so your business can grow without it consuming your life. 

Whether you are trying to solve a specific problem or create a long term plan, we start by looking at where you are now… how you got there… what you missed… where you want to get to… and what the next steps should be.

Immersing ourselves in your business means we can execute best practice across all finance, processes, strategy, governance and risk areas. Removing obstacles to your success.

What do you want your business to do for you in 3, 5, 10 years? We work with you to create clear goals with defined and attainable objectives. We manage your books, internal finances and compliance. And continuously report on your progress, revealing critical insights about your numbers to keep you on-track and accountable. 

Engaging an external Adviser for CFO services on a part-time basis is affordable and turns your finance function into a competitive advantage.

INTERNAL FINANCE TEAM

Bookkeeping and financial controls are at the core of this package. 

All of the finance processes within your business are documented and systemised - so we all know what needs to be done, by when and by who.

We prepare your Statutory Obligations Calendar, so you are on top of exactly what your lodgement and statutory obligations are, including an estimate of Government payables each month.

Your Fortnightly Finance Meeting ensures a process that allows you to focus on other areas of your business. 

Our clients find that this structured process affords them the freedom to say no to the urgent, and focus on the important.


Fortnightly Finance Meeting

We setup your Fortnightly Finance Meeting to discuss all financial and accounting matters including, but not limited to:

  • Up to 2-month cashflow forecast, limited only by the visibility in your business;
  • Monthly management reports;
  • Activity statements;
  • App and POS integrations: reviews and recommendations;
  • Confirm all statutory, tax and regular payments upcoming;
  • Outstanding creditor/supplier payments for you to review and approve - we upload into your bank;
  • Payroll, if necessary; and
  • Any outstanding queries we have in relation to the finance function.

From $2,000/month plus GST

Add: Fractional CFO & Governance

We commence with our 90 day on-boarding process. A thorough immersion to document your strategic plan, budgets and forecasts, organisational charting, business structuring review, information systems review, and development of your management reporting framework.

Identifying your weak points and blind spots. By uncovering what you don't know about your business we devise a road map to scale your business in line with your vision. Business advisory and accountability is delivered through monthly management reporting, benchmarking and performance analysis, Board meetings, agendas, minutes and action plans. 

Working with your management team and staff. Where required, to assist and educate them to ensure deadlines, timetables and business processes are implemented and followed.

Included is all: statutory reporting, income tax returns, fringe benefits reporting, activity statement preparation and lodgement, and management of the entity groups' ASIC affairs and company secretarial functions. 

As a partner in your business this ongoing annual service package includes unlimited phone, video and email support from our team and access to resources and knowledge updates.

From $2,000/ month plus GST

What are the advantages of combining all these services in one annual package?

You have the advantage of only having to deal with 1 organisation in regards to your finances which can save your time and also lead to reduced accounting costs at the end of the year.

If all you need is someone to manage your books and keep the ATO off your back, a skilled bookkeeper and tax agent will most likely get the job done for you. 

If you want to scale your business and navigate an uncertain future, it's time to weigh up whether compliance services alone are providing enough bang for your buck. For your business to improve its processes, gain a competitive advantage and thrive in your market, consider the real value. 

Medium to large businesses typically have an internal Finance Team or CFO on staff. As a small business, you too get the advantage of having highly experienced, fully qualified finance professionals working for you without the commitment and cost of a full-time CFO, giving you an edge and allowing you to run your business knowing your finances are in good hands.

Keen to chat?

We offer free 1 hour consultations to all new clients

Speak directly with a business advisor who will guide you step-by-step through the services needed to strategically transform your business model and boost profits.