THE FINANCE OFFICE
Your outsourced finance function and virtual CFO
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One team running your finance function, from the weekly numbers to the decisions ahead.
OUTSOURCED FINANCE FUNCTION
For established, owner-led businesses. Working with clients Australia-wide
As a business grows, complexity arrives faster than the finance support around it. The bookkeeping keeps the records and the accountant handles tax, but nobody owns the current picture of cash, margins and commitments, or what it means for the next decision.
The Finance Office brings the day-to-day and the strategic together as one function, run by one team, so the numbers you rely on and the advice you act on come from the same place.
WHAT’S INCLUDED
Three connected parts. One finance function
Numbers you can trust
The operating layer that keeps your financial picture current,
organised and dependable.
Xero bookkeeping and weekly bank reconciliations
Accounts payable and payment runs
Accounts receivable and debtor follow-up
Payroll, PAYG, super and Single Touch Payroll
Month-end close and management reports
Direction you can act on
A monthly partnership that turns current numbers into priorities, decisions and practical action.
Rolling 30, 60 and 90-day cash flow forecast
Monthly reporting with commentary on what changed and why
Budgets and forecasts built around your goals
Pricing and margin review
Decision support before you hire, invest, expand or restructure
Progress you can measure
Processes and technology are refined wherever they improve visibility, accuracy, control or capacity.
Xero set-up and app stack refinement
Automation to cut manual processing
Approval workflows and controls as the team grows
Regular process reviews as the business evolves
WE WORK WITH
WHAT CHANGES
A business that's easier to run
Control and clarity
Your finances run on dependable routines, and you can see what's happening and what needs attention.
Cash and profit
Clear visibility of cash flow, commitments and margins, so you can protect performance as you grow.
Time and headspace
A trusted finance partner behind your decisions, and less of the financial load sitting with you personally.
IS IT RIGHT FOR YOU?
Built for businesses that have outgrown patchwork finance
A good fit if you…
Run an established business with a growing team
Have bookkeeping or an accountant, but reporting is late, manual or disconnected from decisions
Want a long-term finance partner, not a one-off job
Probably not the right fit if you…
Need a one-off bookkeeping catch-up or a tax return
Are looking for the lowest-cost bookkeeping option
Want advice without the numbers underneath being properly managed
THE FINANCE OFFICE
One team running your finance function, from the weekly numbers to the decisions ahead.
HOW IT BEGINS
A clear starting point before the work begins
01
15 MINUTES
Conversation
A focused call about your business, the support you have now and what's changed. If there's a fit, we'll suggest a Review.
02
Finance Review
We examine your current finance function (Xero, reporting, reconciliations, systems, processes and existing support) to establish the true starting point.
03
Recommendation
A clear written outline: what's working, what needs attention, any set-up work required, the ongoing scope and your monthly investment.
04
Onboarding
We put the foundation in place, set the reporting rhythm and book your first monthly strategy session.
FAQ
Common Questions
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Bookkeeping keeps records accurate. The Finance Office takes ownership of the whole finance function: the day-to-day operations, the reporting rhythm and the monthly strategy that turns the numbers into decisions.
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The Strategy layer is virtual CFO support, led by Rebecca. The difference is that it sits on top of a bookkeeping team we also run, so the advice is built on numbers we keep current ourselves.
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We're Xero Gold Partners and deliver the service in Xero. If you're on another platform, we'll cover migration in your Finance Review.
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Yes. Your accountant continues to handle tax and year-end, and receives clean, reconciled records from us.
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The first months put the foundation in place: cleaning up records, refining systems and setting the reporting rhythm. The value compounds from there.
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Melbourne. We work with established businesses Australia-wide.
Start with a clear conversation about what the business needs now
A focused call about your business, the finance support in place and what's changed. If there's a fit, we'll outline the next step. If not, you'll still leave with a clearer view.
