SERVICES

CFO Advisory

OUR ADVISORY SOLUTIONS

Owning a business takes focus, energy, and clarity. But when you're deep in the day-to-day, it’s easy to lose sight of what really matters. Creating space to pause and zoom out isn’t optional, it’s how you lead with intention and move the business forward.

rebecca kartel
 

CFO ADVISORY

Lead with intention, driven by time, cash flow, and sharp decision-making.

Imagine a business where your finances are in check, your time is truly yours, and your mind isn’t weighed down by constant uncertainty.

At The Kartel Solution, we don’t do cookie-cutter advice. Our business consulting and advisory services are tailored to your unique challenges, providing strategic financial guidance designed to help you move forward with confidence.

✅ Payroll Advisory – Ensure compliance, efficiency, and seamless payroll management.
✅ Cash Flow Solutions & Budgeting – Gain clarity over your finances and keep your business running smoothly.
✅ Xero Health Checks & Reviews – Identify risks, inefficiencies, and opportunities to optimise your system.
✅ Systems & Process Improvements – Streamline operations, eliminate bottlenecks, and make smarter business decisions.
✅ Independent, Unbiased Financial Insights – Get a clear, no-BS perspective on your numbers and how they impact your business growth.

The right strategy changes everything. Let’s build a business that works for you—not the other way around.

LEARN MORE ABOUT OUR SERVICES

CFO Advisory Solutions

  • Virtual CFO

    Virtual CFO

    Gain clarity, stay accountable, and make smarter decisions to boost profitability, efficiency, and leadership.

    CLARITY
  • A woman with blonde hair, wearing a black blazer, sitting at a wooden conference table with a laptop and sunglasses, in a modern office setting.

    Business Consulting and Direction

    Clear insights to track performance, spot opportunities, and stay in control.

    DIRECTION
  • A woman in business attire sitting on a sofa, holding a cup of coffee or latte, with a laptop on her lap, in a modern indoor setting.

    Payroll Strategy

    Maximise cash flow, plan ahead, and make confident financial decisions with proactive strategies.

    CONTROL
  • A woman with blonde hair in a black blazer holding a glass of whiskey while working on a laptop, seated on a multicolored modern chair in front of a wooden slat wall.

    Management Reporting Service

    End the procrastination. Get clear goals, a solid action plan, and the accountability to make it happen.

    INSIGHTS
  • A woman with long blonde hair writing in a lined notebook with a black pen, sitting on a gray chair in a living room with a brown leather couch and black coffee table.

    Cash Flow and Forecasting

    Cash flow forecasting isn’t optional; it’s essential. It’s the difference between reacting to problems and being ahead of them.

    CERTAINTY

PRICING TIERS

A woman in a business suit holding a checkered bag, a folder, and keys, walking down a staircase in a modern building.

  • A concise financial overview

    For micro businesses and solo operators wanting a quick external financial view.

    Includes
    • review of current cash position
    • high-level profit and loss snapshot
    • identification of 3 key financial risks or priorities
    • 30 minute CFO snapshot call

    Delivered using existing Xero data to provide a concise financial snapshot.
    This service does not include forecasting, modelling or ongoing support.

    Investment
    $600 + GST per session
    One off engagement
    Maximum one session per quarter

  • Strategic foundation

    Includes
    • Cash flow forecast
    • Monthly performance review
    • Profitability snapshot
    • One monthly CFO zoom meeting

    Best for
    • Small established businesses, 10 employees or less
    • Owners wanting clarity and control
    • First step into CFO support

    Indicative monthly investment
    From $1,500 + GST (min 3-month commitment)

  • Ongoing financial leadership

    Includes everything in Essential plus
    • Deeper margin analysis
    • Scenario modelling
    • Priority planning support
    • Additional strategic touchpoints
    • Ongoing decision support

    Best for
    • Growing businesses, 10+ employees
    • Owners under cash or growth pressure
    • Complex decisions 

    Indicative monthly investment
    From $2,800 + GST (min 3-month commitment)

Work With Us
 
 
 

Strategic CFO Advisory for business owners ready to lead with clarity.

We support Australian businesses with insight, structure and financial guidance that drives confident decision-making.

book a strategy call

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We’d love to hear from you.

 BAS Agent | Diploma in Accounting | Masters in Business Administration | Xero Expert