Our Services

The Financial Success Framework

At Olive Business Partners, our signature Financial Success Framework gives you clarity, structure, and confidence to scale with tailored onboarding, ongoing reviews, strategic forecasting, and future-focused goal setting.

  • 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

  • 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.

  • 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.

  • 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.

Virtual CFO Plans

Using the Financial Success Framework, our Virtual CFO services provide flexible, strategic financial expertise on a monthly basis. Each plan is tailored to your stage of growth and customised to your business priorities, giving you the clarity, strategy, and support you need to achieve your goals, all for a single monthly fee.

  • Clarity Plan

    For businesses wanting to improve their financial health and forward-looking visibility. This plan gives you the clarity you need to confidently navigate what’s next.

  • Growth Plan

    For businesses ready to achieve measurable growth in the next 12 months. This plan helps you hit your targets with clear strategies and partnership.

  • Scaleup Plan

    For businesses with big ambitions looking to scale long term. This plan focuses on strategic growth and planning for expansion with a CFO by your side.

Find out more

Other Support

Consulting and Project Support

Our Consulting & Project Support services provide targeted financial analysis and strategic input to help you make confident, informed decisions. Each engagement is based on a specific goal and delivered within a set timeframe.

Typical projects include:

  • Pricing strategy reviews

  • Financial modelling for business plans

  • Capital raising support

  • Market expansion planning

  • Business integrations

  • Establishing governance structures or a Board

Virtual CFO On-Demand

Designed to provide accessible advice on demand for businesses of all sizes, this 60 minute virtual session is tailored around solving your biggest financial challenges.

This time with a Virtual CFO can help you with:

  • Cash flow challenges: understanding why you might be struggling to have consistent cash in the bank

  • Pricing uncertainty: setting prices that attract customers but protect profits

  • Budget clarity: creating a realistic, easy-to-follow budget

  • Unclear financial priorities: knowing exactly where to focus for growth

  • Funding questions: understanding how to manage or access financing effectively

  • Cost control: identifying areas to reduce expenses and boost profits

Got questions?

We love hearing from passionate business owners and are always happy to answer your questions.