CFO & advisory.
An experienced expert to steer you in the right direction, on call whenever you need one.
Book a free call20+ years experience · Xero, MYOB & QuickBooks · Northern Beaches & Lower North Shore
Bring your accountant in early
Too often, accountants are left out of a transaction until it's too late, and that can cost you thousands of dollars. Engage our CFO & Advisory Services early to prepare for growth and put the systems in place to expand while minimising the risks along the way.
With a team of experts across accounting, legal and IT, we can advise on a wide range of business and commercial dealings.
- Advice before the deal, not after
- Accounting, legal and IT expertise
- Systems that scale as you grow
- A CFO without the full-time cost
CFO & advisory services
Sometimes you just need someone to steer you in the right direction. Our CFO services give you a financial expert when you need one.
Business strategy
Guidance on accounting, tax and processes, making sure every area is reviewed before you proceed.
Financial controller
We review your current processes and streamline them so your business runs as efficiently as possible.
Capital raising & valuations
Bringing on investors or restructuring? We help value your business and make sure it's the right move.
Forecasting & cashflow
Budgets, forecasts and cashflow modelling, with regular, accurately reconciled accounts behind them.
Virtual CFO
An at-call CFO for board meetings, bank and investor conversations and the big financial decisions.
IT & digital strategy
Direction on using technology to improve performance and build a competitive advantage.
Find out more →Our business packages
Our business plans are simple and flexible. We have one for every stage of growth — or contact us and we'll customise a plan to suit your business needs.
Startup
Services Included
Perfect for the startup business where you want just the basics taken care of and a proactive accountant on standby. See also our Startup Services.
- Setup adviceABN and business name registration
- Monthly bank reconciliationMax 25 transactions a month
- Payroll for 1 staffAdditional staff at $5 per payslip
- Quarterly Health Check-Up
$399(monthly)
Choose PlanGrowth
Services Included
You are kicking goals and have big ideas, and need time to implement them. Your accountant should be your business partner, providing a sounding board and advice.
- Monthly bank reconciliation for up to two bank accounts
- Payroll for up to 5 staffAdditional staff at $5 per payslip
- Data entry automation via Hubdoc
- Monthly Business Health Checks
$599(monthly)
Choose PlanEstablished
Services Included
With a firmly established business you now need people who can look after the details. You may even need a CFO or advisor to help make important financial decisions.
- Payroll for up to 10 staffAdditional staff at $5 per payslip
- Xero integration and data entry automation
- Management reporting and advice, as well as all your compliance needs taken care of
$1,100(monthly)
Choose PlanDigital Marketing
Add-on packageServices Included
Add to your Startup, Growth or Established package to win more customers online. We plan your digital strategy and run your marketing, so your growth and your numbers are managed in one place.
- SEOLocal SEO, Google Business Profile and monthly reporting
- Google & Meta AdsCampaign setup and management (ad spend billed separately)
- Digital strategyQuarterly strategy review and marketing plan
- Website & contentWebsite updates, blog and social content
On enquiry(tailored)
Add to my packageLearn moreTalk to an advisor
Meet us in Dee Why, call (02) 9045 1511 or book a time online.