Ready to run your business, not just react to it?
We help you understand what your numbers are really saying, and what to do about them. From budgets and cashflow to monthly reporting and accountability, our CFO services give you a clear financial roadmap, consistent check-ins, and practical advice that helps your business grow with confidence.
160+
clients supported
4.9+
star rating on google
98%
client retention rate
16
years as a property investor
Strategic finance support for business owners who want to grow with clarity, not chaos.
CFO Packages
Annual Budget Preparation & Analysis
For business owners who want a clear financial roadmap, not just hope for the best.
A good budget isn’t just about numbers. It’s about clarity, direction, and being able to make decisions with confidence. We’ll work with you to prepare a practical, easy-to-follow budget that aligns with your goals, helps you manage cashflow, and gives you a benchmark to track against throughout the year.
- Annual budgeting session with Sarah + senior team
- Full financial year budget tailored to your business
- Cashflow projections based on real data
- Clear analysis of income, expenses and key trends
- A practical tool you’ll actually use — not just file away
Investment: From $1,500 + GST
Monthly Management Support
For business owners who want regular insight, accountability and clarity — not just a once-a-year check-in.
Your numbers don’t mean much unless you know what they’re telling you, and what to do with that insight. Our monthly management support gives you the structure, strategy and accountability to run your business with confidence. Whether you want a regular check-in, detailed reporting, or both — there’s a level of support to suit your needs.
CHOOSE YOUR SUPPORT LEVEL:
1. Monthly Management Meetings – from $550 + GST
CHOOSE YOUR SUPPORT LEVEL:
1. Monthly Management Meetings – from $550 + GST
- A monthly call to talk through what’s working, what’s not, and what needs your focus. You’ll leave with clarity and a clear plan of attack.
- We prepare detailed monthly reports so you can see how your business is tracking, with commentary that actually makes sense.
- The full package. Custom reporting + a monthly meeting to break it down, ask questions, and keep momentum going.
Entity Setup
For new businesses or growing ones ready to level up with the right structure in place.
Setting up a company or trust isn’t just about ticking boxes — it’s about making sure your business is built on the right foundations from day one. We’ll help you choose the right structure, get everything registered correctly, and explain what it all means in plain English.
This service is perfect for startups, side-hustlers going full-time, or growing businesses shifting from sole trader to something more strategic.
This service is perfect for startups, side-hustlers going full-time, or growing businesses shifting from sole trader to something more strategic.
- Business structure advice tailored to your goals
- Company, trust or ABN registration (as required)
- TFN, GST and PAYG setup
- ASIC registration and compliance
- Basic Xero file creation + setup
Investment: From $1,700 + GST
Group Restructuring
For businesses outgrowing their current setup and needing a smarter, more strategic structure.
As your business grows, the structure that once worked can start holding you back. Whether you’re adding new entities, changing ownership, or moving from a simple setup to something more sophisticated — we can help. We’ll analyse your current structure, recommend the best way forward, and manage the transition to keep things compliant, efficient and future-focused.
- Full review of your current entity structure
- Strategic recommendations tailored to growth, risk and compliance
- Setup of new companies, trusts or other entities
- Liaison with your legal or tax team if needed
Investment: From $3,500 + GST
Small Business Restructure (SBR) Assistance
For business owners ready to restructure their way out of a tough spot, with the right support by their side.
If your business is viable but struggling under tax debt, the Small Business Restructure (SBR) process may help you find a path forward — without resorting to full administration. We’ll guide you through the process, liaise with your trusted professionals, and help you take back control of your business. This is a voluntary process, but it doesn’t have to be one you navigate alone.
- Guidance on eligibility and process for SBR
- Liaison with your insolvency or legal team
- Assistance preparing documentation and financials
- Strategic advice to support your recovery
- Clear, calm communication, every step of the way
Investment: From $3,000 + GST
Here's how it works
step 1: Book a call
step 2: Make a plan
step 3: Growth with clarity
Click here to book your free discovery call. We’ll chat through where you’re at, what’s keeping you stuck, and what kind of CFO support would make the biggest difference.
step 1: Book a call
step 2: Make a plan
step 3: Growth with clarity
We’ll recommend the right level of support and map out how we’ll work together — whether that’s monthly check-ins, reporting, budgeting, or a one-off restructure.
step 1: BOOK A CALL
step 2: Make a plan
step 3: Growth with clarity
With strategic, consistent support behind you, you’ll stop reacting to the numbers and start leading with them — confidently and in control.
We work with business owners who are smart, capable, and ready to grow, but don’t always have the financial visibility or support they need to do it confidently.
With over two decades in accounting and more than 160 small business clients supported, I bring the calm, clarity and structure that helps you move from “what now?” to “here’s what’s next.”
This isn’t about throwing jargon at you or overloading you with spreadsheets. It’s about helping you understand the story your numbers are telling, and making sure that story leads to something bigger.
Your strategic sounding board for the big decisions
hey! I'm SARAH
Frequently Asked Questions
What kind of businesses do you offer CFO support to?
We work with small to mid-sized businesses across a range of industries — from service providers and consultancies to trades and e-commerce. If you want more control, structure and insight, you’re in the right place.
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Do I need to be turning over a certain amount to benefit from CFO support?
Not necessarily. While many of our clients are past the $1M mark, if you’re growing and feeling the pressure of decision-making without financial clarity, CFO support can help at any stage.
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What’s the difference between bookkeeping and CFO services?
Bookkeeping keeps your records in order. CFO services help you interpret the numbers and make better business decisions. We offer both, and can help you figure out what you need.
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How often do we meet?
Most clients meet with us monthly, but it depends on the package you choose. Some prefer quarterly check-ins, while others want more frequent support during growth or transition periods.
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Can you work with my existing accountant or team?
Absolutely. We’re big believers in collaboration. We’re happy to work alongside your accountant, bookkeeper, or advisor to keep everyone aligned and moving in the same direction.
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How much does CFO support cost?
Packages start from $500 + GST/month for reporting, and from $550 + GST for monthly meetings. We’ll always quote upfront based on the level of support you need — no nasty surprises.
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Ready to make confident decisions backed by real financial insight?
Let’s get your business back in the driver’s seat
Book your free discovery call and let’s chat about what’s going on in your business, where you want to go, and how we can help you get there. We’ll talk through your numbers, your goals, and the kind of support that will actually move the needle.
We only take on a limited number of CFO clients to keep our support personal and consistent. So don’t wait if this is the nudge you’ve been needing.
