CFO CONSULTING
Sweet, Simple and Powerful Business Solutions
Our CFO Services give you access to the insight and support of an experienced Chief Financial Officer—without the full-time cost.
As your trusted advisor, we work closely with you to:
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Provide clarity on your true business performance
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Identify and implement strategies to improve profitability
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Strengthen your financial systems and processes
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Solve current challenges and operational roadblocks
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Guide your planning and decision-making for the future
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Offer practical, commercial advice tailored to your business needs
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Ensure you meet all compliance obligations with confidence
Whether you need strategic direction, financial oversight, or simply someone to talk through your biggest business issues—we’re here to help.
Systems Review & Process Efficiency
Every new engagement begins with a comprehensive systems review.
We assess how your business is using its general ledger and any supporting systems—identifying inefficiencies, duplications, or missed opportunities. Our goal is to ensure your processes are streamlined, accurate, and scalable.
You’ll receive a detailed report with clear, practical recommendations—forming the foundation for improved performance and better decision-making.
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Structured Finance Meetings
A core pillar of effective financial management is regularly reviewing your business performance.
We establish a clear, structured agenda for each meeting—ensuring that financial results are not only reviewed but understood. These sessions also provide the space to address other critical business matters, helping you stay on top of both the numbers and the bigger picture.
BAS Preparation and other Statutory Compliance
As a registered BAS Agent, we prepare and lodge BAS statements.
We also provide other compliance services.
Reporting Pack (Monthly/Quarterly)
We prepare tailored monthly reporting packs that go beyond the basics.
Each pack includes comparisons against your budget, prior periods, and any other key metrics relevant to your business. We focus on tracking what matters most to you—whether that’s profit centres, margins, cash flow, or operational KPIs.
The goal is simple: to deliver clear, actionable insights that explain past performance and support better decisions for the future.
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Budget and Forecasting
Planning ahead is essential for business success.
We work closely with you to develop a tailored budget and cash flow forecast—built after gaining a solid understanding of your business, its drivers, and goals.
Once in place, we don’t set it and forget it. Your actual results are measured against the budget, helping you stay accountable, identify variances early, and make informed decisions throughout the year.
Month End Accounting
Accurate month-end accounting is critical for meaningful financial reporting.
We record structured monthly accounting entries to ensure your Profit & Loss and Balance Sheet are accurate, complete, and make sense—both at a summary and detailed level.
Where your business has multiple profit centres, we structure entries so that performance can be tracked across each area—giving you clear visibility into what’s working and where attention is needed.
This process forms the backbone of reliable management reporting and enables confident, informed decision-making.
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Cashflow Management
Cash Is Still King
We provide proactive, rolling cash flow management that keeps your business financially on track.
Each month, your forecast is updated to reflect your actual performance and current position—tying together your budget, cash at bank, and expected inflows and outflows. It’s not a static document; it’s a live tool.
Your cash flow is reviewed as part of your monthly finance meeting and becomes a strategic driver for short, medium, and long-term decision-making.
