Finance Services

The smarter alternative to hiring a finance manager. Our Sydney-based team integrates with your daily operations, handling weekly bookkeeping, payroll, BAS compliance, monthly management reporting, weekly cashflow, and CFO-level strategic guidance in one monthly package. AI-powered workflows with daily access, strategic analysis when you need it, and responses within hours, not days. From $1,500/month.

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Why Scale Suite

A structured finance team that replaces the need for expensive internal hires.

See How We Compare
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Embedded daily partnership with your business

We operate inside your business through shared communication channels, responding same-day and flagging issues as they happen. No monthly catch-ups or slow email chains. You get the benefits of internal staff without the $95,000-$115,000 annual cost, recruitment risk, or coverage gaps.

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Complete finance team replacement

Weekly bookkeeping and reconciliation, payroll, BAS preparation, monthly management reporting, cash flow tracking, and strategic analysis when you need it. AI-powered workflows integrated with your existing accountant and systems, delivering complete finance coverage from $1,500/month.

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Senior expertise without the senior salary

CFO-level strategic insights and Chartered Accountant expertise without the six-figure salary commitment. Our team delivers better coverage than a single internal hire, with the flexibility to scale services up or down as your business grows. No lock-in, no notice periods.

WE ARE A TRUSTED PARTNER OF:
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Chartered Accountants Australia & NZ
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Tax Practitioners Board
Registered BAS Agent
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Xero
Partner & Certified Advisor
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What we offer

Fractional CFO Services

Many businesses need strategic CFO guidance but find it costly and hard to hire full-time. We provide fractional CFO services across Australia, reviewing your financial performance and offering executive oversight to give you a bird's-eye view of your business like never before. Our part-time CFO solutions start by setting your business financial strategy, tailored to your goals.

Annual budgeting & forecasting
Cost control
Cashflow forecasting & advisory
Financial modeling & strategic analysis
Definining KPIs and main metrics of business health
Month-end close process & reporting review
Pricing review

Need Sydney specific support?

Financial reporting

Struggling to understand your financial position? We provide regular insights, assess business health, flag urgent issues, and help you act fast while predicting future performance.

Profit & loss review
Balance sheet review
Monthly cashflow review
Margin & unit economics analysis
Job costing
Interim financial reporting

Professional Bookkeeping Services

Focus on growing your business instead of late-night bookkeeping. Our flexible, Australian wide bookkeeping service ensures accurate, timely records for better decisions. Behind on your books? We offer catch-up bookkeeping services too.

Please note that we exclusively use Xero for all client bookkeeping solutions. Our team are certified Xero bookkeepers with deep expertise in maximising Xero's capabilities for Australian businesses.

Weekly & monthly reconciliations
Bank account & card allocations
GST mapping
Data entry & chart of accounts maintenance
BAS & IAS assistance
 Year-end audit preparation & liaison with your accountant
 Books catch-up service

Need Sydney specific support?

Payroll Management Services

Payroll takes time, is prone to error and it is hard keeping up with the ever-changing labour laws. Let us help you manage this to give you peace of mind. Our service ensures your company has an accurate and timely payroll process.

Employee onboarding
Employee salary management
Payroll calculations (Xero)
Sending payslips
PAYG assistance

Accounts receivable Management

Staying on top of accounts receivable is important for cashflow and sustainable growth. We will work with you to streamline your collections, and help you remove unpredicability in cashflows.

Processing invoices
Sending overdue reminders
Allocation of remittances
Customer collections reporting

Accounts payable Processing

Managing payment deadlines and tracking invoices on a weekly basis can be overwhelming and time consuming. We will help with this painful task so you can ensure you are not manually dealing with hundreds of invoices every month.

Processing invoices
Digital invoice filing
Review of statements & payments
Bill payments reporting
Preparation of bank batch upload

Xero set up, system migration, and training

Need expert setup for your accounting system? We ensure accurate reporting and tax compliance. Whether setting up, migrating, or optimizing Xero, we’ve got you covered.

Xero set-up for the first time
Xero migration from existing accounting system
Xero feature assistance
Integration of banks & applications
Accounting system review

Business insurance

Business insurance isn’t one-size-fits-all - it depends on industry, size, location, and risk. Partnering with BizCover, we help you find the right coverage for property, assets, and financial protection, including loss, damage, theft, and business interruptions. Consider these options:

Public liability insurance
Professional indemnity insurance
Business insurance
In partnership with
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How It Works

Get started in 4 simple steps

Step 1
Book a free call or complete the form below

Our experts will discuss with you your business, finance pain points and services we can offer

Step 2
Get your free proposal

We will take your desired services and send you a business proposal and pricing options depending on your needs for free

Step 3
Onboarding

We will schedule a kick off meeting, give access to our online communication and project management tools

Step 4
Takeover

We will straight away take over so you can get time back to run your business the way you want!

Contact us

Get Your Free Cost Comparison

Considering hiring finance staff?

We'll show you the full cost of an internal hire vs our embedded team, and exactly how much you'd save.

We'll reply within 24 hours to book your free 30-minute call.

No lock-in contracts and 30-day money-back guarantee.

Prefer to book directly?
Schedule your free 30-minute call here

Thank you for your interest!
Your submission has been received. Our team will get back to you within 1-2 business days.
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Frequently Asked Questions (FAQ)

Should I hire A Finance Manager or Outsource To Scale Suite?

It depends on your needs and business stage. If you require 40 hours per week of hands-on work with high transaction volumes or complex daily operations, hiring might make sense. Most growing businesses need senior strategic finance expertise 10-15 hours weekly, not full-time execution.

Hiring a finance manager typically costs $95k-$115k annually including super and leave based on Sydney rates, requires 3 months ramp-up, and creates single-point-of-failure risk. Scale Suite delivers structured team coverage with junior specialists handling daily reconciliation and BAS compliance, mid-level analysts producing management reporting and cash flow analysis, and senior CFO oversight providing strategic guidance.

We integrate daily through shared platforms with immediate responses at a fraction of the total employment cost. We're ideal for businesses at $2M-$20M revenue with 10-50 employees who need strategic leadership but don't yet justify a six-figure hire. Book a free consultation and we'll honestly assess the best option for you.

I'm About To Post A Job For A Finance Manager. Should I Talk To You First?

Yes, even if you ultimately decide to hire, the conversation costs nothing and might save you $50k+ annually. Many businesses hire finance staff too early and pay for 40 hours when they need only 10-15 hours of strategic work.

We'll compare what an internal hire delivers versus our embedded three-tier team approach. Covering costs, capabilities, coverage, and flexibility with no pressure. An internal hire typically costs $95k-$115k total annually including super, leave, and recruitment fees around $12k-$15k, with 3-month ramp-up.

Our complete finance coverage costs $30k-$48k annually with immediate impact and team depth instead of single-person risk. You also get flexibility to scale without notice periods or severance costs. Our 30-day money-back guarantee lets you trial us risk-free before committing to expensive recruitment processes.

What If I need Someone In The Office Full-Time?

Then hiring is probably your better option, and we'll tell you that honestly. We're not right for every business. We're best suited for companies that need senior finance expertise and strategic insights but don't have 40 hours per week of hands-on work requiring office presence.

Our clients typically need daily communication and quick responses. But their finance requirements are 10-20 hours weekly for strategic work while operational tasks are handled efficiently by our junior specialists. If your business has extremely high transaction volumes or complex daily operations needing constant on-site presence, an internal hire makes more sense. We'll prioritise an honest fit assessment during your free consultation.

What financial services does Scale Suite provide?

Our comprehensive finance solutions provide complete department coverage through our three-tier model. Junior specialists handle professional bookkeeping including weekly and monthly reconciliation, transaction coding, bank allocations, and GST mapping. Also BAS and IAS preparation and lodgement as registered BAS Agents, plus year-end audit preparation to support your accountant.

Mid-level analysts deliver management accounting including monthly reporting packs with profit and loss analysis, balance sheet summaries, cash flow statements and forecasting, and variance analysis. Also KPI dashboards, margin analysis, and job costing where applicable.

Senior specialists provide fractional CFO services including annual budgeting, financial modelling, scenario planning, cost control strategies, and pricing reviews. Also 13-week rolling cash flow forecasts and strategic growth insights. We specialise exclusively in Xero as certified Partners and Advisors, providing complete setup, migration, and ongoing optimisation.

All services integrate daily with real-time insights and same-day responses. Your accountant continues to handle annual tax returns and tax planning while we manage the operational finance function.

Do you provide CFO services for smaller businesses?

Yes, our fractional CFO services make executive-level financial expertise accessible and affordable for businesses of all sizes. You get strategic leadership and insights of a full-time CFO without the $150k+ salary commitment, delivered as part of our integrated three-tier model. This isn't standalone advisory disconnected from operations.

Senior CFO oversight works with junior specialists handling compliance and mid-level analysts producing reporting. Ensuring strategic insights are grounded in accurate data. Services include annual budgeting with variance tracking, detailed cash flow forecasting with scenario analysis, and financial modelling for expansion or acquisition.

Also cost structure analysis, pricing strategy reviews, KPI definition aligned with goals, board and investor reporting, and strategic decision-making guidance. It's perfect for businesses at $2M-$20M revenue with 10-50 employees who need CFO-level thinking but can't justify a six-figure hire.

What accounting software do you work with?

We work exclusively with Xero because it delivers the best results for our clients and enables our daily integration model. As certified Xero Partners and Advisors, we have deep expertise in maximising its capabilities for Australian businesses.

If you're using MYOB, Quickbooks, or another system, we provide complete migration including data transfer, chart of accounts restructure, bank feed setup, team training, and ongoing support. Xero's cloud platform enables our three-tier team to work with real-time visibility rather than file exchanges.

Migration typically takes 1-2 weeks and we handle all technical complexity. We'll assess your current system during the free consultation and provide a clear plan if needed. Our exclusive focus on Xero means genuine expertise and staying current with all feature updates and Australian compliance requirements.

How do you help improve cash flow management?

We implement comprehensive cash flow management through our integrated three-tier approach. Junior specialists ensure accurate recording of receivables and payables, proper invoice processing, and timely reconciliation for clean data.

Mid-level analysts produce detailed 13-week rolling forecasts updated monthly. They track aged receivables and payables with collection priorities, analyse cash conversion cycles, monitor expenditure against budget, and create visual dashboards for real-time visibility.

Senior CFO specialists provide strategic guidance including payment terms negotiations, receivables optimisation, and expense management priorities. Also scenario planning and proactive alerts for potential issues. This proactive approach helps anticipate and address challenges before they impact operations.

We've helped many businesses avoid cash crunches by identifying issues 4-6 weeks ahead rather than reacting after problems emerge. You get monthly cash flow reports with strategic recommendations.

What's included in your management reporting?

Our detailed monthly management reports are produced by mid-level analysts with senior CFO oversight, delivering decision-ready insights rather than just historical numbers. Each month you receive profit and loss statements with variance analysis and explanations for significant movements. Also comprehensive cash flow statements with rolling 13-week forecasts, balance sheet summaries with key ratio analysis, and KPI dashboards tracking metrics specific to your business.

Plus budget versus actual comparisons with actionable insights, margin analysis by product line or segment, and expenditure breakdowns showing trends. Reports are professionally presented and easy to understand for non-financial owners, with clear explanations and recommended actions.

We discuss reports monthly through your preferred platform, ensuring you understand your position and can make informed decisions. Reporting integrates seamlessly with daily bookkeeping and strategic guidance for complete visibility from transaction-level detail to executive summary insights.

Why should I outsource finance management to Scale Suite?

Outsourcing your finance function to our three-tier model frees you from daily tasks while delivering better outcomes than a single internal hire. Internal finance managers typically cost $95k-$115k annually with super and leave based on Sydney rates, require 3-month ramp-up, and create single-person risk during absences. A single hire also means juggling compliance, reporting, and strategy, often dropping focus across areas.

Our approach provides dedicated junior specialists for accurate bookkeeping and BAS compliance, mid-level analysts for management reporting and analysis, and senior specialists for CFO strategic guidance. All working together with daily communication. You get team depth delivering what a $150k+ internal team would produce, immediate impact, and flexibility to scale.

Plus Chartered Accountant expertise with BAS Agent credentials. As Australian-based specialists, we ensure complete local compliance while your business grows. Your accountant continues to handle annual tax obligations. Start with our 30-day money-back guarantee.

How do you ensure data security and confidentiality?

We maintain rigorous security protocols including encrypted data transmission, secure cloud storage with regular backups, comprehensive quarterly security audits, and strict confidentiality agreements across all team members. Our staff are bound by professional codes of conduct through Chartered Accountants Australia & New Zealand membership and BAS Agent registration with the Tax Practitioners Board.

We're fully compliant with Australian privacy laws including the Privacy Act 1988 and maintain international-aligned standards. All access is logged with role-based permissions, multi-factor authentication, and secure credential management. Our cloud platforms including Xero are hosted in Australian data centres with bank-level security.

We provide transparent documentation of practices and support for any compliance audits. Your sensitive business data is always protected with best security practices, and we proactively identify and mitigate risks before they become problems.

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