CFO Services

If you’ve come to realise that understanding your numbers is key to achieving your business goals, it might be time to bring in a Fractional CFO.

A Fractional CFO gives small and medium-sized businesses access to senior financial expertise—without the cost of a full-time hire. Whether on a part-time or project basis, we help you take control of your finances, support growth, and make confident strategic decisions.

From budgeting and cash flow, to pricing, profit improvement, tax planning, GST, super, staffing, and financial reporting—running a business means juggling many moving parts. A Fractional CFO helps bring it all together with clarity, focus, and direction.

CFO Services I Offer:


1. Financial Strategy & Planning
Aligning your business goals with practical, data-backed financial strategies.


2. Cash Flow Management & Forecasting
Monitoring and projecting cash flow to ensure stability and support smart decisions.


3. Profitability & Performance Insights
Analysing key financial metrics to boost margins and drive sustainable growth.


4. Scenario Modelling & Decision Support
Building models to test business ideas like hiring, new products, or market expansion.


5. Systems Setup & Process Improvement
Streamlining your accounting and finance systems for efficiency and clarity.


6. Foreign Currency Management
Navigating currency fluctuations for your advantage.

My mission: Simplify your business finance and empower you with tools and insights to grow sustainably. So you can focus on what you do best.

Package 1: Monthly CFO Advisory

  • What’s included:

    • Monthly review meeting (1 per month)

    • Preparation and analysis of P&L forecasts and cash flow statements

    • Strategic financial guidance and recommendations

  • Who it’s for: Business owners who want ongoing CFO support without hiring full-time

Package 2: One-Off Business Audit

  • What’s included:

    • Comprehensive review of your current financial health

    • Identification of gaps, risks, and opportunities

    • Written report with actionable steps to improve profitability and efficiency

  • Who it’s for: Businesses seeking a snapshot of their financial performance and strategic advice

Package 3: Finance Operations Support

  • What’s included:

    • Hands-on bookkeeping and accounting support (weekly)

    • Bank reconciliations, invoicing, and expense tracking

    • Support for Xero or other accounting platforms

  • Who it’s for: Businesses needing regular, practical accounting support to stay on top of their finances