Financial Deep Dive
Stop Guessing. Start Knowing. Gain Crystal-Clear Insight into Your Business's Financial Health – Or You Don't Pay a Cent.
Is Your Business's Financial Health a Question Mark?
Running a business without a dedicated CFO or financial controller means you might be:
Unsure if your numbers are truly accurate? Do your financial statements reflect what's really happening?
Worried about hidden risks? Could incorrect GST, payroll errors, or balance sheet issues be lurking?
Feeling your financials could be stronger, but unsure where to start?
Relying on your external accountant for everything? While vital for tax and compliance, are they pressure-testing your internal financial engine for optimal performance and strategic growth?
Making critical decisions without the full picture?
If any of these resonate, a Financial Deep Dive is your crucial next step.
Your Expert Financial "Roadworthy Check" Has Arrived.
Our Financial Deep Dive is a comprehensive review of your financial systems, processes, and reporting. It's not an audit for tax compliance; it's a forward-looking, strategic examination designed to give you clarity, confidence, and a clear path to financial improvement.
Our Unshakeable Guarantee:
"Gain Crystal-Clear Insight into Your Business's Financial Health – Or You Don't Pay a Cent."
We're so confident in our ability to deliver exceptional value and actionable insights that if, after we present our findings, you don't believe you've received insights that significantly clarify your financial position or identify tangible opportunities for improvement, you are not obligated to pay our fee for this specific service. Your satisfaction is our priority.
What Your Financial Deep Dive Delivers: Core Components
This initial engagement focuses on delivering immediate, actionable insights in key, high-risk areas – like a financial health check-up focused on vital signs.
Here's what we'll get under the bonnet to inspect:
GST & BAS Integrity Check
A focused review of recent BAS lodgements and the underlying GST treatment of transactions to identify immediate compliance risks or potential over/underpayments.
Software Integration Snapshot
A high-level assessment to see if your core financial software (accounting, payroll, invoicing) is communicating effectively and data is flowing accurately.
Private Expenditure Red Flag Review
An analysis to identify private expenses processed through the business, highlighting potential tax and compliance issues.
Balance Sheet Account Health Check
A review of the integrity of critical balance sheet accounts to ensure they are accurate and reconciled.
"Quick Wins" Report
You'll receive a concise report highlighting up to 3 critical issues needing immediate attention, potential financial impact, and clear, actionable recommendations.
The Tangible Benefits: Clarity, Confidence, Control
Investing in a Financial Deep Dive empowers you to:
Gain Comfort and Confidence in Your Numbers
Finally trust the figures you're using for critical business decisions. No more second-guessing.
Uncover Hidden Risks Before They Become Crises
Identify and proactively address issues like incorrect gross profit margins, GST errors, or balance sheet vulnerabilities.
Receive Actionable Suggestions for Improvement
Get practical recommendations to streamline processes, improve software use, strengthen controls, and optimize reporting.
Benefit from Expert Focus Beyond Tax Compliance
Gain a strategic partner looking at the internal health and direction of your finances – asking the "why" and "what if" questions.
Ensure Statutory Requirements are Met
Get peace of mind knowing areas like payroll, superannuation, STP, and BAS lodgements are handled correctly.
Achieve a Phenomenal ROI
Like our client who saw a potential GST recovery exceeding $20,000 per year for four years, the value far outweighs the investment.
How Your Financial Deep Dive Works
Initial Consultation (Discovery Call)
We'll discuss your specific concerns and business context (approx. 20-30 minutes).
Information Access
You'll provide timely access to relevant financial systems and documents. We make this process as smooth as possible.
The Deep Dive Analysis
Our expert gets to work, meticulously reviewing the agreed-upon core components.
Findings Presentation & Discussion
We'll walk you through our findings, answer your questions, and discuss the actionable recommendations in the "Quick Wins" Report (1 hour).
You Decide on Value
Based on the insights delivered, you confirm you're satisfied before any payment is processed.
Is This Financial Deep Dive For You?
This service is specifically designed for:
Growing businesses without a dedicated in-house CFO or Financial Controller.
Business owners who are experts in their field but need greater clarity and confidence in their financial operations.
Leaders who want to move beyond just tax compliance to strategic financial health.
Businesses seeking to identify and mitigate hidden financial risks proactively.
Owners who want actionable insights to improve their financial systems and reporting.
Hear From a Business Coach Who Knows the Value
"Our recent Deep Dive (May 2025) for a coaching client provided crucial insights into their software systems, operational efficiency, and the accuracy of their financial reporting. We immediately identified errors in GST and coding, presenting a potential GST recovery exceeding $20,000 per year for the past four years. This delivered a phenomenal ROI on the Deep Dive itself."
"However, the long-term value is even greater: the client now has actionable intelligence to enhance multiple operational areas, projecting future benefits in the tens to hundreds of thousands of dollars. For business owners seeking to regain control and uncover hidden potential, this Deep Dive is a non-negotiable starting point."
Nigel Letty
Business Coach - Elevate Biz Pty Ltd
Your No-Risk Investment in Financial Certainty
The Financial Deep Dive
Your Investment:
AUD $2,499.00 + GST
Our No Risk Guarantee
If, after we present our findings, you do not believe you have received insights that significantly clarify your financial position or identify tangible opportunities for improvement, you are not obligated to pay our fee.
We are confident in our ability to deliver exceptional value. Your satisfaction and financial clarity are our absolute priorities.
Ready to Look Under Your Financial Bonnet?
Stop wondering if things are "okay" and get the expert insights you need to drive your business forward with confidence. It's time for your financial "roadworthy."
About Us
At CFO Consultant, we are dedicated to empowering business owners like you with the financial clarity and strategic insights typically reserved for companies with full-time CFOs. Our expertise lies in translating complex financial data into actionable intelligence for sustainable growth.