What you get
- A yearly budget, and a monthly check of how you're tracking against it
- Numbers for a new venue, site, product or big purchase: will it pay off?
- Pricing and margin reviews: are you charging enough?
- Advice on how your companies and trusts are set up, with your lawyer and tax accountant
- Help when a partner wants out, or you want to buy someone out
- Reports for your board, investors or partners
- Someone in your corner for the big decisions
Which package? Available to every client. We agree the scope and cost with you before we start. Compare packages
How it works
- Understand the decision
What are you trying to decide, and by when?
- Run the numbers
We build it from your real figures and write down every assumption.
- Test it
Best case, worst case, and what has to go right for it to work.
- Decide and track
Once you decide, we track how it's actually going against the plan.
Who it suits
Owners planning a new venue, a big equipment purchase, a partner exit or raising money, and businesses that have grown faster than their numbers can keep up with.
Common questions
Can I get CFO advice on any package?
Yes. It's available to every client. Bigger jobs, like checking whether a new site will work or a buyout, are scoped and agreed before we start.
Do you work with my accountant and lawyer?
Yes. Anything to do with structure is done with your lawyer and tax accountant, or with people we work with if you don't have them.
What will I get at the end?
Usually a spreadsheet you can open and use, and a short written recommendation.
Can you tell me if I should expand?
We can show you what the numbers say. It's the question we get asked most: a new site, a new product or a big purchase.
Other services
- Paying your billsWe check every supplier bill, get it approved and pay it on a set day.
- PayrollWe pay your staff correctly and on time, and handle super and the ATO reporting.
- Invoicing and chasing paymentWe send your invoices and follow up customers who haven't paid.
- Monthly accounts and reportsYour books finished every month, with a short report on how the business went.
- Cashflow and weekly reportsEach week, how much cash you'll have over the next three months.
- Bank and finance applicationsThe numbers and paperwork your bank needs to approve a loan.
- Setting up a new businessThe right structure, software and processes from your first day.
Talk to us about your business
Tell us how your bills, payroll and reporting work today. We'll explain what we'd take off your hands and give you a fixed monthly price.