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Description

Executive-level financial direction — without the full-time executive cost.

Our CFO Services are designed for businesses ready to move from managing books to managing growth. Ideal for established companies with an existing bookkeeping or accounting setup, this service gives you direct access to a dedicated Chief Financial Officer who provides insight, structure, and strategy to guide your business forward.

Your remote CFO partners with your team to strengthen financial control, optimize cashflow, and support key decisions. Through accurate forecasting, budgeting, and performance tracking, we help you turn financial data into clear business direction — so you can scale with confidence.

Key Features

  • Financial Strategy & Oversight — align your financial goals with business strategy through regular review and advisory sessions.

  • Cashflow Forecasting & Planning — monitor inflows and outflows, anticipate shortfalls, and prepare for growth opportunities.

  • Budgeting & Financial Targets — establish and maintain financial goals, evaluate variances, and identify improvement areas.

  • Tax & Compliance Coordination — collaborate with your accountants and auditors to ensure accurate reporting across ATO, IRS, or CRA standards.

  • Profitability & Cost Analysis — assess margins, control spending, and improve cash efficiency.

  • KPI Tracking & Management Reporting — prepare dashboards and insights for management meetings or investor updates.

  • Financial Risk Review — evaluate risk exposure and recommend mitigation strategies to protect business stability.

  • Team Guidance — provide financial direction to in-house bookkeepers and accountants for aligned, consistent reporting.

Benefits

  • Gain senior-level financial leadership on a flexible, part-time basis

  • Improve profitability and cash management with expert guidance

  • Make data-driven strategic decisions with clarity and confidence

  • Avoid the high costs of a full-time CFO while getting the same level of expertise

  • Strengthen internal accounting through mentorship and structure

Starting at 28 AUD / 19 USD per hour — strategic remote CFO support that delivers high-level financial insight without the executive price tag.

Tools: Xero • QuickBooks • Odoo • Power BI • Google Sheets

We turn numbers into strategy — guiding your business toward clarity, growth, and balance.

Start your journey to Honest Books, Balanced Lives.