Annual turnover between $10M and $50M.

Monthly financial reports are delivered weeks (or longer) late.

You have little confidence that the numbers are accurate.

Budgeting is a mess.

Started with a part-time bookkeeper and simple systems.

As the business grew, so did your accounting and IT requirements, but they grew haphazardly, so now they are dysfunctional and inefficient.

You want systems, resources, processes, and strategies to scale in sophistication as a company grows, but you don’t know where to start.

You know a CFO would help you, but you are scared that:

• They would be too expensive.

• They can deliver the consulting but not the practical solutions you need to make your business more profitable and capable of growth.

Develop and mentor existing employees to improve essential knowledge and skills.

Implement systems that will support sustainable growth.

Improve visibility and analytical capabilities to convert large amounts of data into actionable information.

Explore causes of revenue leakage, cost overruns, and operational friction in a growing business and develop potential solutions.

Drive efficiency across the business. Automate routine processes to save time, improve accuracy, and reduce headcount growth.

Spot potential cost savings. Track KPIs and access reports from across your business to identify bottlenecks and improvements that can help lift your top and bottom line.

Deliver insights. Monitor your cash positions, forecasts, and other analytics to shape strategic decisions that will help drive profits and growth.

Ensure compliance. Manage and monitor compliance with a wide range of reporting and financial regulations such as revenue recognition, GST, Payroll and Income Tax and more.

Build an expert team. Recruit driven employees eager to leverage the latest technology and build a team focused on delivering insights and innovation, not compiling reports and crunching numbers.

Comprehensive analysis revealed that the company was not achieving optimal results and recommended actions that resulted in a year-on-year Profit- before-Tax increase of 973%.

A deep dive into historical expenditure led to reduced reliance on subcontractors, achieved annual savings of >$2M, and improved gross margin by 6%.

Investigated, recommended, designed and implemented an ERP system to replace four inefficient legacy systems and an overreliance on Excel spreadsheets. This project was delivered on time and within budget.

Clever use of software (especially Power Query) reduced the finance team headcount from 6.5 to 2 without losing productivity. This had a flow-on effect where team members were more engaged and eager to develop new solutions.

Better working capital management doubled the net liquidity ratio.

Entered delicate payment plan negotiations with the ATO and the OSR to restructure significant and severely overdue statutory obligations, totalling several million dollars.

Designed a complex financial model to raise $10 million in a private placement for a cutting-edge manufacturing business with offices in Europe and Asia.

Assist the company in listing on the Australian Stock Exchange during an Initial Public Offering of the company’s shares (including the sale of Founders Shares) to raise $12 million.

Lobbied insurance brokers successfully for a 50% reduction in premium for business interruption insurance, highlighting the unlikely scenario of a significant mishap affecting all warehouses, suppliers, and factories in multiple locations simultaneously.

Restructuring a business achieved an EBIT of $2 million on a turnover of $25 million (from the previous year’s loss of $1 million on a turnover of $40 million).

Indicative rates are between $150 to $200 per hour depending on volume and location (travelling time).

Volume discounts apply.

WFH discounts apply (typically work best for software implementation projects).