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. Essential CFO Support (Minimum Support Package) - Start AUD 900

  • Who it’s for: Business owners who need basic financial oversight and strategic guidance but don’t require frequent interaction.

  • What’s included:

    1. Monthly financial report review (P&L, balance sheet, cash flow).

    2. One 30-minute check-in call per month.

    3. Email support for quick questions (limited to 2-3 emails per month).

Package 2. Proactive CFO Support (Call & Email Support Package) - Start AUD 1,900

  • Who it’s for: Clients who want more frequent access to you for strategic advice and financial problem-solving.

  • What’s included:

    1. Monthly financial report review (P&L, balance sheet, cash flow).

    2. Bi-weekly 30-minute calls to discuss financial performance, strategy, and action items.

    3. Unlimited email support for financial and operational questions.

    4. Budgeting and forecasting updates every quarter.

Package 3. Comprehensive CFO & Bookkeeping Support (Premium Package) Start -AUD 2,900

  • Who it’s for: Clients who want a full-service solution, including bookkeeping and hands-on financial management.

  • What’s included:

    1. Monthly financial report review (P&L, balance sheet, cash flow).

    2. Two 1-hour meetings per month for in-depth financial strategy and operational planning.

    3. Unlimited email and phone support.

    4. Full bookkeeping services (accounts payable, accounts receivable, reconciliations, Payroll, BAS IAS.)

    5. Cash flow management and forecasting updates monthly.

    6. Annual financial strategy session to align long-term goals.

 

Package 4: One-Off Business Audit

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

  • 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