Cash flow forecasting, monthly numbers and someone to sanity-check the big decisions, so you know what you can afford before you commit to it.
Trusted by growing Perth businesses
Book a strategy call and we'll look at your cash flow, your margins and the decisions you've got coming up, then show you what a virtual CFO would actually do for your business.
A full-time CFO is a senior salary most small and medium businesses can't justify. A virtual CFO gives you the same forward-looking view of the business, for a fixed fee, at the rhythm that suits you.
Short, unscripted videos from real clients.
Embed the real Wistia/GHL videos here. Add each person's first name and role under the business name once Steve confirms.
Ongoing cash flow visibility, forecasting and financial oversight, without the cost of a full-time hire.
A forward view of what's coming in and going out, so you can plan for quiet months, tax payments and growth instead of reacting to them.
Clear, easy to understand reports on profit, margins and cash, with plain advice on what they mean for your next decisions.
Someone to sanity-check pricing, hiring, a fit-out or a new location before you commit the money, with the numbers to back it.
Steve works hands-on with Perth business owners who want proactive advice, ongoing insight and a financial partner they can actually reach. This is not a volume-based accounting practice. The aim is simple: understand your business, stay in regular contact, and give advice that protects profit and supports sustainable growth.
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We call you to book a strategy call and look at where you are now.
You leave knowing what to fix, what it's worth and what working together would cost.
A virtual CFO does the forward-looking work a chief financial officer would, like cash flow forecasting, budgeting, reporting and decision support, on a part-time, fixed-fee basis rather than as a full-time employee.
We run monthly or annual fixed-fee packages, so you always know what you're paying. No hourly rates. The package is built around your business size and how often you want to meet. Steve to confirm whether to show a "from $X per month" figure, it often lifts quality of enquiries
Most accountants focus on compliance, which is what already happened. A virtual CFO focuses on what happens next: monthly numbers, cash flow forecasting, decision support and strategy. Your tax and compliance can sit with us too, so it's all in one place.
CFO clients meet monthly or quarterly, depending on the package, with access in between when something comes up.
We work with owners who are ready to take their finances seriously, whether that's $300k or $3m+ in revenue. If it's too early for CFO support, we'll tell you on the call.
Yes. Forecasting, budgeting, profit strategy and business advisory are the core of the service.
Both. You'll get clear numbers and practical guidance on what they mean for your next decisions on pricing, hiring, cash flow, tax and growth.
We're a Xero Silver Partner and our reporting runs on Xero. If you're not on it yet, we can help you move across. Steve to confirm
Yes, it's a no-obligation call to understand the business and see whether CFO support would add value. Steve to confirm call length
Our office is in Osborne Park and we work with business owners across Perth, plus clients Australia wide over video.
Book a free strategy call and see what a virtual CFO would look like for your business.
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