SERVICES
Financial Control CFO Advisory™
Strategic financial leadership, without the full-time CFO overhead. Experienced financial leadership for growing businesses that need more than accounting alone.
Strategic financial leadership without the $300,000 salary.
At a certain stage of growth, the business needs more than a bookkeeper and an accountant who sees you once or twice a year. It needs someone who understands the numbers deeply, thinks strategically, and is genuinely invested in where the business is going.
But a full-time CFO, someone with the experience to do this properly, costs $250,000 to $350,000 a year. For most $5M–$8M businesses, that's not the right investment yet.
The Financial Control CFO Advisory™ gives you exactly that strategic financial leadership, at a fraction of the cost, with none of the overhead.
Who this is for
Mature businesses, typically $5M–$8M and above, that are ready for serious financial leadership. Owners who are making significant decisions regularly and need a trusted financial partner to think alongside them. Businesses where cash flow, forecasting, and margin management are critical to the next stage of growth.
This is not basic bookkeeping. This is ongoing strategic finance.
"Having someone in my corner who knows the numbers as well as I know my business, that's changed everything about how I make decisions."
What's included every month
Forecasting & Modelling - rolling forecasts and scenario models to support every major decision
Strategic Decision Support - a trusted financial voice in the room when it matters most
Margin Analysis - ongoing visibility Of where your business makes money and where it doesn't
Accountability - someone who knows your numbers, tracks your performance, and holds the standard
Weekly or Fortnightly CFO Meetings - regular touchpoints to stay on top of performance and priorities
Unlimited Bookkeeper Support - your accounts team overseen, supported, and held accountable
What changes when you have this
Mature businesses, typically $5M–$8M and above, that are ready for serious financial leadership. Owners who are making significant decisions regularly and need a trusted financial partner to think alongside them. Businesses where cash flow, forecasting, and margin management are critical to the next stage of growth.
This is not basic bookkeeping. This is ongoing strategic finance.
What makes this different
This isn't a monthly report with a brief call attached. It's a genuine ongoing advisory relationship, the kind that builds over time, gets deeper as we learn your business, and delivers compounding value the longer we work together.
You're not getting a template. You're getting a strategic finance partner who shows up for your business the way a full-time CFO would without the full-time cost.
The ROI of getting this right
At the $5M–$8M level, a 1% improvement in gross margin is worth $50,000–$80,000 a year. Better cash flow management reduces financing costs and creates options. Smarter strategic decisions avoid the expensive mistakes that slow growth.
The question isn't whether you can afford strategic financial leadership. It's whether you can afford to keep making major decisions without it.
Ready for a strategic finance partner?
Book a clarity session to explore whether the CFO Advisory is the right fit for your business.
Or download the free guide: 7 Signs Your Numbers Are Lying to You ebook here.
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