THE STRATEGY
Virtual CFO
A Virtual CFO delivers strategic financial leadership, without the full-time overhead.
A great sales month should not cause anxiety, but without a system, it often does.
As your business grows, you need someone tracking your numbers before issues arise, not after. That is what a Virtual CFO delivers: forward-thinking financial leadership for founders who are ready to stop reacting and start leading.
THE BENEFITS
What Changes When You Have a Plan
Financial clarity is not optional; it is the difference between leading with confidence and constantly putting out fires.
When we step in as your Virtual CFO:
No more discovering cash flow problems after it is too late to fix them.
You approach every major decision, from hiring to expanding, with a clear financial picture.
You have a commercial-minded partner in your corner who understands your business and tells you the plain truth.
Your finances move from reactive to strategic, ensuring you are always one step ahead.
HOW WE HELP
What We Work On Together
Forward-Looking Cash Flow
Predict what’s coming, not just what’s happened. Know your next 30, 60 and 90 days. Complete payroll management, ensuring PAYG, superannuation and STP compliance — from processing to reporting — so your business stays up-to-date, cash-ready and free to focus on growth.
Monthly Reporting
Make smart, data-driven decisions with our monthly reporting. Our clear, timely financial reports show what’s happening in your business and what it means—helping you track performance trends, manage cash flow, and pinpoint growth opportunities so you can act with confidence.
Pricing & Margin Strategy
Protect profits as you grow — stop watching margins shrink. We help boost your business value through disciplined pricing and margin strategy combined with effective cash flow management. By implementing processes that optimise cash balances and improve liquidity, we create the financial foundation for sustainable, scalable growth.
Decision Support
Get clear, confidence-backed guidance before you hire, invest, expand, or restructure. We create tailored budgets aligned to your goals so you can track spending, manage costs, and drive profitability — giving you control and the financial clarity needed to make the right decisions.
Budgeting & Forecasting
Realistic plans based on where you’re actually headed: we handle accounts payable, receivable, invoicing and debtor management to optimise cash flow, secure timely payments and keep your operations running smoothly so your budgets and forecasts reflect the cash reality of the business.
Clear Financial Reporting
Clear, accurate and consistently maintained financial data gives confidence in your enterprise to lenders, investors and business partners, demonstrating reliability and supporting smarter decision-making.
WHAT IT COSTS
Virtual CFO Pricing
Our Virtual CFO service is for businesses that need financial leadership, sharper commercial insight, and more strategic support than bookkeeping alone can provide.
The service begins with a thorough review of your business, financial position, operational pressures, and growth goals. From there, we identify what is holding performance back, where opportunities exist, and what needs to change to improve profitability, cash flow, and decision making.
Each engagement is tailored. The scope is shaped around your business needs, priorities, and level of complexity, with practical recommendations and ongoing strategic support designed to deliver measurable value.
Virtual CFO
From $2,800 + GST per month
Minimum 3-month commitment
What this may include
Financial and commercial review
Cash flow forecasting and analysis
Margin and profitability review
Pricing and cost structure analysis
Identification of quick wins and performance opportunities
Strategic financial guidance to support growth and stronger decision making
Ongoing advisory support aligned to business priorities
Ongoing retainers are tailored based on scope, complexity, and the level of support required.
Discover how we can help you better manage your business
Registered BAS Agent | Master in Business Administration | Diploma in Accounting | Xero Gold Partner
