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Finance support that fits your business

Every business needs clear financial insight, but not every business needs a full-time finance team.
Our services are designed to give you the reporting, forecasting and advice you need, at the level that suits your size and stage, whether that’s ongoing support or a one-off project.

Fractional CFO & Management Reporting Services

  • Clear monthly accounts and commentary for owners who want timely numbers without hiring in-house.

    • Income Statement, Balance Sheet and Cash Flow Statement

    • Plain-English commentary on what’s changed and why

    • KPI tracking, with an optional dashboard and quarterly strategy sessions

  • Senior finance input for small and medium-sized businesses that aren’t ready for a full-time hire.

    • Monthly reporting pack and rolling cash flow forecast

    • Budget tracking and board pack preparation

    • Regular advisory time and management meetings

  • Polished monthly or quarterly packs for businesses with a board, investors or partners.

    • Financial summary and KPI dashboard

    • Variance narrative explaining the movements

    • Risk register

  • Forward-looking models for businesses planning for growth or managing tight cash flow.

    • Rolling forecast with best, base and downside scenarios

    • Annual budget with a departmental breakdown

    • Planning workshop with the owners

  • A clear view of your results at year-end or ahead of a major decision like expansion, a partner buy-in or a sale.

    • Line-by-line walkthrough of your financial statements

    • Deep-dive review of up to three years of performance

    • Written findings report and presentation

Please note that our services are management-focused and do not include tax, BAS, audit or statutory compliance work.

Book a conversation
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  • A fractional CFO gives your business access to senior finance expertise on a part-time or flexible basis. You get the reporting, forecasting and strategic input a full-time CFO would provide, at a level and cost that suits your size.

  • Your accountant typically looks after tax, BAS and statutory compliance. We focus on the forward-looking side: Management reporting, forecasting, budgeting and helping you make decisions with your numbers. We’re happy to work alongside your existing accountant.

  • No. Our services are management-focused and do not include tax, BAS, audit or statutory compliance work.

  • It depends on what you need. Some clients want monthly reporting, others want a fuller advisory partnership, and others need a one-off project such as a budget or financial health check. Book a conversation and we’ll recommend the best fit.

  • Yes. Many clients begin with a single project, such as a cash flow forecast or financial review and move to ongoing support if it’s useful.

Frequently Asked Questions

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