About Us

We are a boutique Outsourced CFO advisory firm led by a founder with over 17 years Accounting and Finance experience across Financial Services, Telco and Professional services sectors. A qualified Chartered accountant who trained with KPMG and PWC with commercial CFO experience in Fintech and Investment Management firms. We provide Outsourced CFO services and business advisory services including:

• Strategic Leadership — Work with CEO and Leadership team to shape the strategic direction; develop tools and systems for critical financial/operational information; industry benchmarking and KPIs.
• Financial reporting and control — Best practice finance documentation; monthly, half year and year-end reporting; technical accounting advice.
• Financial planning and analysis — Forecasts, budgets, business planning; management accounts commentary; cost and contribution insights.
• Cash Flow Management — Collections and disbursements; cashflow forecasts; funding strategies; banking relationships.
• Contract and Commercials — Commercial contracts preparation, negotiations, execution; financial modelling and ROI.
• Risk, Compliance and Governance — Risk management; APRA/AFSL/KYC/AML/FATCA/CRS compliance.
• Taxation matters — Income tax planning, BAS/GST; AMMA/SDS preparation.
• Payroll — Payroll administration; share-based payment valuations.
• Accounting Systems and CRMs — System implementations; cloud accounting and general ledger maintenance.
• Deal and Fundraising — Deal structuring; tax efficiency; investment management transactions.
• Portfolio Companies Support — CFO and strategic support; reporting processes; cashflow and regulatory compliance.
• Team building — Building competent, high-performing inhouse finance teams.
• Disciplined Cost Management — Cost management strategies; contract renegotiations.
• Investor reports — Robust investor reports; IRR, carry, NAV calculation templates.