Finance Services

Scale Suite provides comprehensive finance services including professional bookkeeping, fractional CFO services, and financial management to Australian businesses. Whether you need a fractional CFO, expert bookkeeping support, or cashflow reporting, our experienced team can take over your finance function or work seamlessly with your in-house team.

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Why Scale Suite

Professional financial management that scales with your business needs

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Expert-led services

Our Sydney-based team brings extensive experience from Big 4 firms, startups, and multinationals, delivering tailored finance services to empower SMEs across all industries. We have fine-tuned this experience through providing hundreds of SMEs support.

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Scale without the stress

We can perform all finance function tasks for you, or work with your team to only take away what you don’t want to do. We provide monthly operational assistance, and can work alongside your internal team and annual tax accountant.

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Affordable expertise

Through targted assessments, we deliver expert finance services at a competitive cost, saving you money compared to in-house hires, while driving efficiency and growth. Our services are often more affordable than hiring in-house staff or using consultants.

WE ARE A TRUSTED PARTNER OF:
chartered accountants australia and new zealand member badgexero partner and certified advisor badgetax practitioners board registered bas agent
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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 Assessment Now

Ready to stop wasting time on finance & HR tasks and start focusing on growth?

Our business experts will assess your current setup and show you exactly how much time and money you could save with our tailored services.

No lock-in contracts. We help you choose only the services that fit your business needs and you pay for exactly what you use. Pause our services at any time.

Thank you for your interest!
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Frequently Asked Questions (FAQ)

What financial services does Scale Suite provide?

Our comprehensive finance solutions include professional bookkeeping, management accounting, fractional CFO services, financial planning and analysis, proactive cash flow management, budgeting and forecasting, BAS preparation and lodgement, and business systems implementation. We specialise in Xero integration to ensure accuracy and provide real-time insights that help businesses optimise profitability and maintain compliance. Our services are designed to give you complete financial visibility and control over your business performance.

Do you provide CFO services for smaller businesses?

Yes! Our fractional CFO services (also called virtual CFO) make executive-level financial expertise accessible and affordable for businesses of all sizes. You get the strategic financial leadership and insights of a full-time CFO at a fraction of the cost, with services precisely tailored to your business size, industry, and growth stage. This includes advanced budgeting, risk assessment, growth planning, investor relations support, and strategic decision-making guidance that drives real business results.

What accounting software do you work with?

We work exclusively with Xero, the world's leading cloud-based accounting platform, because it delivers the best results for our clients. We provide complete Xero setup and optimisation, seamless data migration from legacy systems, customisation for your industry, comprehensive team training, and ongoing support to ensure you maximise the value from this powerful system. Our Xero certification and partnership mean you get expert-level implementation and support.

How do you help improve cash flow management?

We implement comprehensive cash flow management systems that include accounts receivable optimisation, strategic payment terms negotiation, intelligent expense management, accurate financial forecasting, and automated reporting dashboards that provide real-time visibility. Our proactive approach helps you anticipate and address potential cash flow challenges before they impact your operations. We provide detailed monthly cash flow reports and strategic recommendations to maintain healthy cash flow year-round.

What's included in your management reporting?

Our detailed management reports include profit and loss analysis with variance explanations, comprehensive cash flow statements, balance sheet summaries, key performance indicators tracking, budget vs. actual comparisons with insights, forward-looking financial forecasts, and customised reports specific to your industry and business model. All reports are professionally presented, easy to understand, and include actionable recommendations for improving performance.

Why should I outsource finance management to Scale Suite?

Outsourcing your finance function frees you from time-consuming daily financial tasks while reducing errors and overall costs. Our qualified accountants and financial analysts provide strategic insights that in-house staff often miss, particularly around cash flow optimisation and growth planning. As Australian-based specialists, we ensure complete local compliance while offering flexible, scalable support that grows with your business. This is ideal for companies with or without full-time finance teams, and our efficient processes make us more affordable than many traditional competitors.

How do you ensure data security and confidentiality?

We maintain bank-level security protocols including encrypted data transmission, secure cloud storage with regular backups, comprehensive security audits, and strict confidentiality agreements with all team members. Our staff are bound by professional codes of conduct and privacy requirements. We're fully compliant with Australian privacy laws and international data protection standards, giving you complete peace of mind about your sensitive financial information.

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