Fractional CFO Services
Ongoing CFO support and project advisory for small business owners.
What is a Fractional CFO?
Our Fractional CFO service gives you access to a senior CFO matched specifically to your business, your industry, and the challenges on your horizon.
Your CFO becomes part of your business, embedded in your decisions, invested in your outcomes, and in it for the long term. And because we maintain a bench of experienced CFOs across backgrounds and industries, we can match you quickly and get started without the drawn-out process of recruitment.
Who We Work With
We work with Australian businesses.
Our entire team is based in Australia, across Melbourne, Sydney and Brisbane. We know this market, this economy, and the particular challenges and opportunities when building a business in Australia.
We work with seven and eight figure businesses.
This is the point where financial decisions get bigger and the risks get higher, and having the right financial thinking in the room is critical. That's where our Fractional CFO services make the most impact.
We work with B2B businesses.
We mainly work with B2B businesses. Selling to other businesses brings a different kind of financial complexity which we know well. Our clients come from professional services, creative agencies, manufacturing, distribution, import and export, among other industries.
We work with founder-led businesses.
Founders who are still deeply in it, passionate about what they're building and thinking about the legacy they're creating. We make sure the financials support the founder's vision.
If this sounds like your business, a discovery call is the fastest way to find out if we're the right fit.
What actually changes with a CFO:
You stop making financial decisions in the dark.
Your CFO builds the forecasting, scenario planning, and financial rhythm that gives you clarity. You make decisions based on fact, not instinct.
You have someone who challenges your thinking.
Not to slow you down but to make sure the moves you're making are the right ones. A great CFO is not afraid of the tough conversations.
Your business becomes more resilient, more scalable, and more valuable.
Whether you’re focused on growth, expansion, a capital raise, or an eventual exit, the financial foundations we build with you make every outcome more achievable.
You stop carrying it all alone.
You’re no longer carrying the weight of the financial decisions all on your own. That’s often what founders tell us matters most.
How We Work
Every Fractional CFO engagement begins with the same Financial Success Framework, four stages designed to give you clarity, structure, and forward momentum from day one.
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This is our accelerated onboarding process. We kick off with a deep dive session to quickly understand your business, customise our tools to fit your business, and build the initial forecast so that we can hit the ground running
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This is our ongoing monthly financial review where we analyse your KPIs and financial statements. It gives you clear insights into what happened over the past month and the current financial health and value of your business.
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This is our forecasting process which looks across three time frames: a short term cash plan, a 12 month rolling forecast, and a long term strategic plan. This ensures you always have a clear picture of where you are headed.
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This is our continuous goal setting process. We work with you throughout the year to set KPIs, build goals, map milestones and ensure your business is always on the path to success.
Advisory and Project Work
Sometimes you need the right expertise in the room to make an informed decision, without needing an ongoing engagement. The work below is a sample of what we're regularly brought in to solve. If your challenge isn't listed, it's worth a conversation.
Capital raises & investor readiness: Preparing your business for investment, from financial modelling and data room preparation through to investor narrative and due diligence.
Financial modelling & forecasting: Building the models your stakeholders can actually use such as scenario planning, sensitivity analysis, and three-way forecasts.
Board reporting & governance: Designing reporting frameworks that give your board and leadership team clear, timely, and actionable financial information.
M&A readiness & transaction support: Preparing your business for sale, acquisition, or merger from a CFO perspective.
Budgeting & cash flow management: Establishing robust budgeting processes and cash flow planning so your business has the financial visibility to make key operational decisions.
Pricing strategy & margin analysis: Building a pricing strategy grounded in your cost structure, value proposition, and margin targets.
Ready to talk?
The best way to find out if it’s right for you is to book a Discovery Call. It’s a 30-minute conversation to understand your business, where you are, and what your goals are. We will tell you honestly if we’re the right fit.