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Advisory / Virtual CFO

Once the books are clean, know your numbers.

Advisory you’ll actually use — sized to your business. We don’t push enterprise-CFO language at a sole-trader sparky who just wants clean books. Grow with us when the basics are sorted.

Tiered to you

Start where you are

Clean books first. Then exactly as much insight as your stage needs.

For sole traders & small operators

Once your books are clean: know your numbers

  • Job profitability — which work actually makes money
  • Cash-flow forecasting so payday and the BAS never surprise you
  • GST set-aside so the quarter is funded before it lands
  • Pricing & margin guidance grounded in your real numbers
For growing trade businesses & startups

Grow with us: forecasting & financial modelling

  • Budgeting & rolling forecasts
  • KPI tracking and simple, useful dashboards
  • Financial modelling for the next hire, ute or fit-out
  • Capital-structure guidance as you scale
Honest by default

Guidance, not guarantees

Advisory means clearer decisions — not promised outcomes. We won’t quote a “guaranteed saving” or imply we lodge anything. We give you the numbers and the options; you (and your accountant) make the call.

  • Grounded in your real, reconciled numbers
  • No guaranteed-savings or guaranteed-outcome claims
  • Works alongside your accountant / registered agent
  • We prepare; you or your accountant lodge

Not sure which tier?

Most clients start with clean books on the free trial, then add advisory once they can see the picture. Book a free consult and we’ll be straight about what’s worth it for your size.

Book a free consult
Get started

Know your numbers

Book a free consult, or start with a 7-day free trial to get the books clean first.

1

Free clean-up. We reconcile your last 50 transactions in your Xero or QuickBooks — no card, no commitment.

2

Free 7-day live week. A real bookkeeping week once a simple service agreement is signed.

  • Books ready by your AEST morning — we work overnight while you sleep.
  • Restricted, role-based access to your own file — we don’t move your data.
  • BAS prepared & reconciled, ready to lodge. No lock-in contracts.
Xero CertifiedQuickBooks Certified

Book a free consult instead — a free 15-minute chat, no obligation.

A free 15-minute chat about your books — no obligation.

We keep your books current and your BAS prepared & reconciled — ready to lodge. We’re not a registered tax or BAS agent; you or your accountant lodge.