Outsourced CFO services

Senior financial leadership, without a full-time hire

Growing businesses reach a point where accurate books aren’t enough. You need someone who can read the numbers, see what’s coming and help you decide what to do next. Our outsourced CFO service gives you that partner, for a fraction of the cost of a full-time finance executive.

Why Tax Simplified

Most outsourced CFOs advise on finance and leave tax to someone else. We do both. Your CFO is also your tax adviser, so every major decision is checked for its tax effect before you make it, not afterwards. For businesses trading internationally or planning to expand overseas, that includes cross-border tax as well.

What’s included

Monthly performance review: We meet to go through your results, cash flow and key measures, and agree what to act on

Budgets and forecasts: 12 month profit and cash flow forecasts, updated as your business changes

Cash flow management: Working capital, debtor and supplier terms, and planning for tax payments so they don’t come as a surprise

Structure and tax planning: Making sure your business structure and tax position keep pace with your growth

Board and advisory meetings

Financial reports and liaison with your auditors

Who it suits

Our CFO service is designed for established businesses that are:

growing quickly and need tighter control of cash

preparing for a sale or succession

expanding to Australia or interstate or overseas

ASX listed or required to prepare and lodge Financial Reports

Find out how an outsourced CFO could support your next stage of growth.