Who We Work With
Our Ideal Clients
We support small to medium-sized businesses that:
Operate as a company or structured business, with turnover between $500K and $10M (or are smaller but scaling fast)
Are privately owned and led by a Managing Director or founder actively involved in the business
Want a trusted, long-term CFO partner who can grow with them
Value clarity, financial confidence, and collaboration
Are led by purpose-driven founders or business owners who share our values
Who We're Not the Right Fit For
Our services may not be suitable if you:
Are a sole trader or require basic tax returns and low-touch bookkeeping
Are behind on ATO obligations or not ready to invest in getting back on track
Are seeking the lowest-cost solution at the expense of compliance, growth, or peace of mind
Why Clients Choose Us
We offer high-level CFO expertise tailored to the needs of small and growing businesses
We bring a blend of simplicity, strategy, and commercial insight to every engagement
We help you see the full financial picture—so you can plan, grow, and lead with confidence
Our size is our strength: responsive, hands-on, and personal
We’re practical, honest, and here to build lasting value—not just balance spreadsheets