Business advisory and virtual CFO services
Your money matters.
- Free first consultation
- Fees agreed upfront
- Reply within one business day
- CPA & CA qualified
Any accountant can prepare a tax return. We encourage business owners to keep stepping back and looking at their short-term and long-term goals, because it's easy to lose sight of what you set out to achieve.
Our advisory service helps you take back control of where your business is heading, and gives you the confidence that it's going in the right direction.
We work with clients across Melbourne from our offices in Mount Waverley, Port Melbourne and North Melbourne.
Who we help
Growing businesses
Owners who want forecasts, budgets and a clear plan rather than making big decisions on gut feel.
Owners planning a change
Restructuring, bringing in a partner, raising finance or preparing to sell.
Businesses without a finance team
The financial insight of a CFO, without the cost of a full-time hire.
Advisory services we provide
- Tax planning
- Business coaching
- Business strategy
- Structuring and formation
- Asset protection
- Business valuations
- Financial modelling
- Three-way forecasts
- Accounting software advice
- Business improvement action plans
Getting started is easy
- 1
Free consultation
Tell us what's going on and what you need.
- 2
A clear plan and price
Only what you need, with the fee agreed upfront.
- 3
We take care of it
A qualified team you can call whenever a question comes up.
Frequently asked questions
What is a virtual CFO?
A virtual CFO gives you the financial planning, reporting and advice a chief financial officer would provide, on a part-time basis that suits the size of your business.
Is advisory only for larger businesses?
No. We work with businesses at every stage, from start-ups setting their first budget to established businesses planning an exit.
Can you value my business?
Yes. Business valuations are part of our advisory service, whether you're planning a sale, bringing in a partner or restructuring.
How often would we meet?
It's up to you. Some clients prefer a quarterly check-in, others a monthly meeting to review performance and plan ahead.
Talk to us about your plans
Book a free, no-obligation chat with the team.