You've built something real. You've made the hard calls. But every decision still lands on your desk, and there's no one across the table to think it through with. That changes here.
Your accountant doesn't return calls about distributions because that wasn't in the scope. You're left with documents you don't fully understand and questions no one seems willing to answer.
Trust deed, company constitution, structure diagram - it all made sense in the meeting. Then your advisor vanished. Now you're staring at a director loan account and distributions you're not sure you can make.
You were sold a structure. What you needed was someone to run it with you. Moving money between entities, documenting loans, answering ATO questions - that's where we come in.
One conversation. No pitch, no pressure. We'll talk through where you are, what you're carrying, and whether this kind of partnership makes sense.
Explore the range of services we offer to help your business grow.
Client texted this on a Thursday afternoon, proposal due Monday. We looked at their cash flow picture, upcoming commitments, and what saying yes would mean for capacity. Not 'here's the formula.' More like: 'Your cash can handle it, but you'd be stretched on delivery for eight weeks. Worth it for this client? Let's think it through.'
This came up in a Monday call. We walked through the revenue pipeline, what they'd been turning down, and what three more months of the owner doing everything would cost in turned-down work and burnout. The answer wasn't yes or no. It was: 'If you hire in six weeks instead of now, here's what that looks like in numbers. You decide.'
That gut feeling matters. We dug into the P&L together and found it: a cost allocation that looked fine on paper but was hiding a margin problem in one service line that was eating 15% of their profit. Not because we're smarter. Because you know your business and we know where numbers hide things. Together, you see it.
Strategies that move the needle for $500k to $5M businesses: structure, super, timing, depreciation.
Capture every deduction you're entitled to as it happens, not reconstructed at tax time.
Text your controller when you need to know if you can afford that hire or what a price change does to margin. Same-day answers because they know your business.
Your accountant handles compliance and tax. A virtual CFO helps you make decisions. We're there when you're weighing up a hire, evaluating a deal, or trying to figure out why the numbers feel off. It's the difference between someone who reports on the past and someone who helps you think through what's next.
We work with SME owners doing $500k to $20M in turnover. The common thread isn't size, it's stage: you've outgrown making decisions on gut feel alone, but you're not ready for a full-time CFO. That's where we fit.
Monthly retainer typically runs $2,000-4,000 depending on complexity. More than an accountant you see twice a year, less than a full-time hire. The question isn't whether you can afford it. It's whether you can afford to keep making six-figure decisions without a thinking partner.
Bookkeepers record what happened. We help you decide what to do next. Your bookkeeper makes sure the numbers are accurate. We make sure you understand what they mean and how to act on them.
Answer goes here.
No pitch deck, no hard sell. We'll take an honest look at where you are and whether we can help. One conversation to find out if this partnership fits.
