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Engage a Shared CFO

Let our fractional CFO handle your numbers so you can focus on the big picture…..

 

As a CEO or founder, your focus should be on driving growth and innovation, not getting bogged down in financial details.    Without a CFO, you're likely spending valuable time on tasks that could be handled better by an expert—time that could be better spent on scaling your business.

Benefits of Shared CFO

 

  • share an experienced chartered accountant & tax agent across your business financials & tax

  • CFO as single point for all contact

  • tax return, advice & lodgements included in fee

  • improved book-keeping & reporting

  • improved cash-flow management

  • commentary to industry benchmarks

  • set strategic goals & annual budgets 

  • set cost reduction targets

  • risk management & governance

  • inventory control & purchases

  • improved capital allocation decisions

  • only pay for the CFO you need:  Typically from

    • 1 day / qtr for start-ups & sole traders

    • 1 day / mth for Micro  & SMEs

About Us

 

Over 25 years professional experience from the big 4 as a chartered accountant & tax agent.  We are an Australian business focused on helping SME reach their financial goals.  

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We package a share in a dedicated Australian chartered accounting along with his book-keeper or accounts team to deliver your finance office.  Just like having your own dedicated CFO, trusted Australian tax advisor and accounts team but at a small fraction of the cost.

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Accurate,  timely & reliable accounts to support good decision making, better cash-flow and full tax compliance.   

Engagement

 

Fixed monthly / quarterly fee with fixed deliverables, on a weekly, monthly or quarterly schedule.

Less than the cost of hiring your own accountant.  We can work with your current book-keeper if you prefer.

 

Affordable all inclusive packages from $500/mth tailored for new start-ups, small & medium business.   

Expandable services for special (one-time) CFO projects, business acquisitions or other major events.

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