cfo advisory
Financial peace-of-mind for your business delivered cost-effectively
Proven
Track record of building capacity and governance across early-stage business.
Sophisticated
Unparalleled level of diligence, standards, and attention to detail.
Cost effective
Scalable and flexible programs, and hybrid fee structures.
how it works
Strategic expert advice from a CFO without the need to hire one.
- Strategic bolt on to your existing infrastructure and make it more effective.
- Establish accountability, checklists, processes and the financial operating rhythm.
- Implementation and oversight of the monthly reporting framework, and giving advice to ground-level process.
- Identifying issues within the business and opportunities and recommendations to resolve them.
- CFO-on-call who understands your business.
programs
Proven and flexible finance partnership model for businesses at all stages. Flexible & cost effective.
Advisory
From $1.5K/month
High level guidance for businesses at any life cycle who want someone to speak to and look over their shoulder
- All businesses at any life cycle, with any structure.
- Businesses that might be too early to engage in our start-up and scale up programs.
- Businesses that might use dedicated resources in their finance function but need external expertise.
- Owners who appreciate the external and independent views of CFOs working across a portfolio of different start-ups.
- P&L Forecast or review and feedback of your own
- Quarterly CFO Health Check
- Compliance Checks
- Monthly Checkpoints Call
- Email Access
Start Up
From $4K/month
Light touch program for early-stage businesses looking for reporting, budgeting & guidance
- Owners of growing businesses with a simple business structure.
- One operational entity, generally speaking.
- Companies looking to amplify their finance operation but are happy to get on with improving the business themselves.
- Owners who prefer a DIY approach.
- Owners of businesses with growth targets, or shareholders.
- Owners who appreciate the external and independent views of CFOs working across a portfolio of different start-ups.
- Initial Forecasting & Financial Model Build
- Annual Reforecast
- End of Month close
- Board Reports
- Compliance Checks
- Monthly Checkpoints Call
- Email Access
Scale Up
From $6.5K/month
Comprehensive program for growing businesses with more complex affairs that require frequent guidance
- Owners of growing businesses with more complex affairs requiring frequent guidance.
- Two or more operational entities.
- Companies looking to amplify their finance operation by partnering on multiple projects.
- Owners of businesses with growth targets, or shareholders.
- Owners who appreciate the external and independent views of CFOs working across a portfolio of different start-ups.
- Initial Forecast & Financial Model Build
- Bi-annual Reforecast
- End of Month close
- Board Reports
- Compliance Checks
- Consolidated Reporting
- Decision Support
- Fortnightly Checkpoints Call
- Email & Meeting Access
Not sure which program is right for you?
Get a free business health check from our team.
Valued at $499
get started
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