Foundation
Finance & compliance
For businesses that want reliable books and lodgements handled on a fixed monthly fee.
- Bookkeeping and reconciliations
- BAS and IAS preparation
- Payroll and STP oversight
- Monthly management accounts
CFO Partner
Fractional CFO
For businesses with $2m to $75m in revenue that need a senior finance lead, on-site or remote, one or more days a week.
- Board reporting and KPIs
- Budgets, forecasts and 13-week cash flow
- Banking, lender and investor relationships
- Oversight of your finance team
- HR, IT, systems and risk advisory
Projects
Scoped engagements
For a defined need, priced as a fixed project or by the day.
- Capital raising and investor reporting
- Finance diagnostics and system changes
- Tax structuring
- Offshore expansion and transfer pricing
How an engagement starts
From first conversation to a finance function that runs
Step 1 · Weeks 1–2
Diagnostic
A review of your reporting, cash, systems, tax position and controls, with a short written summary of what matters most.
Step 2 · Weeks 3–4
Plan
An agreed scope, reporting calendar and priorities for the next two quarters, sized to your budget.
Step 3 · Ongoing
Embed
Regular days with your team, month-end reporting on schedule, and a finance lead your board and investors can call.
Your month-end, on schedule
Once embedded, reporting runs to a fixed timetable, so you, your board and your lenders know exactly when the numbers will land.
Specialist areas
Property developers & fund managers
Capital raising, investor reporting, AFSL finance support and project cash flow.
Learn more →Expanding offshore
Entity structure, transfer pricing, multi-jurisdiction tax and group reporting.
Learn more →Start with a free finance health check
A 30-minute call to look at cash, reporting and compliance, and agree what matters most. No obligation.