We develop comprehensive annual budgets aligned with your business goals and create rolling forecasts to track performance against targets. Our process includes revenue projections, expense planning, capital expenditure budgeting, and scenario planning for different growth trajectories.

Regular forecast updates help you stay on track and make informed decisions throughout the year.

Strategic analysis and implementation of cost control measures to improve profitability without compromising growth.

We identify cost reduction opportunities, implement expense monitoring systems, and establish approval processes for major expenditures. Our approach balances cost efficiency with business growth objectives, helping you optimise spending across all business areas.

Detailed 13-week rolling cashflow forecasts that predict your cash position and identify potential shortfalls before they occur.

We provide weekly cash position updates, model different scenarios, advise on payment timing strategies, and help you make informed decisions about investments, hiring, and major purchases. Our proactive approach prevents cash crunches and optimises working capital management.

Creation of sophisticated financial models to support strategic decision-making including growth planning, investment analysis, and scenario modeling.

We build dynamic models that help you understand the financial impact of business decisions, evaluate opportunities, and plan for different market conditions. These tools provide the insights needed for confident strategic planning.

Identification and implementation of key performance indicators specific to your industry and business model.

We establish meaningful metrics that track business health, operational efficiency, and progress toward goals. Regular KPI reporting provides early warning signals and helps you focus on what drives business success.

Streamlined month-end procedures that deliver timely, accurate financial statements.

We establish efficient closing processes, review all monthly reports for accuracy, and provide management reporting and board packs that highlight key trends and performance indicators. Our systematic approach ensures consistent, reliable financial information for decision-making.

Comprehensive analysis of your pricing strategy including margin analysis, competitor benchmarking, and customer sensitivity assessment.

We evaluate pricing models, identify opportunities for price optimisation, and develop strategies to improve profitability. Regular pricing reviews ensure your pricing remains competitive while maximising revenue and margins.

Our fractional CFO service provides weekly cashflow forecasting, variance analysis against budget, and senior strategic oversight. On a typical week, we update your 13-week rolling cashflow forecast, review your P&L performance against budget with written commentary, flag any issues or opportunities, and make ourselves available for ad-hoc strategic questions through shared platforms. Monthly, we deliver board packs, run profitability reviews, and update your annual budget and financial models.

Our fractional CFO services typically range from $2,500-$6,000/month depending on business complexity, transaction volume, and the level of strategic support needed. A full-time CFO in Sydney costs $150,000+ annually including super and leave. Most businesses under $20M revenue don't need a CFO 40 hours a week, so our model delivers the same strategic depth at a fraction of that cost. No lock-in contracts and a 30-day money-back guarantee.

Your accountant handles your annual tax return, tax planning, and end-of-year compliance. They typically work backwards, reviewing what happened over the past 12 months. A fractional CFO works forwards: weekly cashflow forecasting, variance analysis, scenario modelling, and strategic decision support. We work alongside your accountant, providing them with clean monthly data while giving you the forward-looking insights they don't typically deliver.

If your main problem is that your books are messy, your BAS is always late, or you don't trust your numbers, you need better bookkeeping first. If your books are clean but you lack cashflow visibility, can't forecast accurately, don't have a budget to measure against, or need help with pricing, profitability, or strategic decisions, that's where a fractional CFO adds value. Many of our clients start with bookkeeping and add CFO oversight as they grow. We offer both as part of our integrated finance team model.

Yes. Some of our clients have an internal bookkeeper or finance officer and need us for the strategic layer: cashflow forecasting, variance analysis, budgeting, and senior oversight. We integrate through shared platforms and work alongside your existing team, filling the gaps rather than replacing everyone. We can also mentor and upskill your internal staff over time.

We work across all industries including professional services, technology, property management, e-commerce, hospitality, healthcare, trades, and construction. Our Chartered Accountants have experience from Big 4 firms, startups, and multinationals, so we adapt our approach to your industry's specific financial dynamics, reporting requirements, and growth patterns.