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ADVISORY & VIRTUAL CFO

Once the books are clean,
know your numbers.

Sized-to-you advisory — not enterprise-CFO jargon. We turn your clean books into clear decisions: what's profitable, what's coming, and what to do about it.

What advisory looks like

The questions every owner actually asks

Practical, owner-level advisory built on your real, reconciled numbers.

Job & product profitability

Which jobs, clients or products actually make money — and which quietly cost you.

Cash-flow forecasting

A simple forward view of cash, so you can plan hires, kit and the slow months.

GST set-aside

Know how much to put away each week so BAS time never bites into cash-flow.

Pricing & margin

Check your rates and markups still hold up — and where there's room to move.

Budgeting for growth

A realistic budget for the next stage, built on your real numbers — not a template.

Your numbers, explained

A regular plain-English catch-up — what the figures mean and what to do next.

Right-sized for you

A CFO's thinking, without the CFO price tag

No 40-page board packs — just the few numbers that move your business.

Advice tied to your actual, reconciled books — never generic theory.

Talk in dollars and decisions, not jargon. We work alongside your accountant.

1

Clean, current books

Reconciled daily — the foundation everything sits on.

2

Numbers that mean something

Profitability, cash and margin, in plain English.

3

Better decisions

Price, hire and plan with confidence.

Start with clean books, grow with clear numbers

Get your books current with a free trial, then layer in advisory when you're ready.