CFO advisory for Gold Coast businesses.
Monthly reporting, margin analysis, cash flow discipline and a finance seat at the table for your big decisions — from the team that already knows your numbers.
Get in touchWhat's included
- Monthly management reports in plain English
- Margin, pricing and job/customer profitability analysis
- Cash flow management and 13-week cash forecasts
- Budgets, forecasts and variance reviews
- Bank, board and stakeholder reporting
- Decision support: hires, equipment, premises, expansion, exit
Built on your live data
We work from your Xero file, so the reporting is current rather than reconstructed months later. Where the numbers point to structural issues — pricing, structure, funding — the fix happens in the same office: structuring, budgeting & forecasts and tax planning are all in-house.
Agree the reporting and decisions first
Bring your recent accounts, management reports, cash forecast, finance commitments and the decisions you need to make. Identify who maintains the books and how quickly the month is closed. These determine whether the first task is improving the records or interpreting numbers that are already reliable.
A useful scope names the reports, meeting frequency, responsible contacts and decisions to cover. Ask how setup work and one-off projects are priced, and what changes the monthly fee. This gives both sides a practical way to review whether the service is helping.
Meet our accounting team or discuss the reporting your business needs.
FAQ
CFO advisory questions, answered
What does a part-time or virtual CFO actually do?
The things a full-time CFO would do, scaled to what your business needs: monthly reporting that owners actually read, margin and pricing analysis, cash flow management, budgets and forecasts, board or bank reporting, and a finance perspective in the big decisions — hiring, equipment, premises, expansion. You get the discipline without the salary.
When does a business need CFO advisory?
Common signals: revenue has grown but profit hasn’t; you cannot tell which jobs, products or customers make money; cash is tight despite the P&L looking fine; the bank or a major contract wants proper reporting; or you are planning a purchase, expansion or exit and want the numbers thought through first.
How is this different from our normal accounting?
Annual accounting looks backwards for compliance. CFO advisory looks forward for decisions — it is monthly or quarterly, built around your live Xero data, and measured by whether the business makes better calls. Because we already do the compliance layer, nothing is double-handled.
What does it cost?
A fixed monthly fee agreed up front, scaled to the cadence and depth you need — typically a fraction of one senior hire. We would rather start small and prove the value than sell you a big retainer on day one.