Flexible CFO support,
when you need it.
Strategic financial support to provide the skills, knowledge and confidence you need to grow your business and make the right decisions.
Experienced CFO support, to the level you need.
Most SME businesses can't justify a full-time CFO, yet key events and increasing complexity often require one.
We work with founder-led, family, PE- and VC-backed businesses with revenue up to $250m.
We offer experienced CFO support in two ways and to the level you need, starting with an initial diagnostic phase.
Diagnostic
We review your numbers, systems, finance team, key upcoming events, and agree what matters most.
You get a clear picture of what's working and where we can help.
We get you through a key event.
An experienced CFO for a set scope and timeframe, from diagnostic to done.
Finance team review
We check your team's skills and structure and show where the gaps are.
Capital & lending
We prepare the models and story that investors and banks want to see.
Deals & expansion
We test the numbers on an acquisition, exit or expansion before you commit.
Cash forecast model
We build a cash model you or your team can run yourselves, so you spot issues before they arise.
Systems upgrade
We review your current accounting systems and help move you to better, with clean data from day one.
Processes & controls
We review processes and controls so errors and risks are caught early.
An integral part of your team.
An experienced CFO for a few hours a month to several days, scaling as your needs change.
Reporting Pack
We report regularly on what's working and what needs action. Numbers become insights.
Cash forecasting
We run a rolling forecast process to give you an accurate future cash position each month.
Board meetings
We sit at your board table and answer the hard finance questions.
Month-end review
We check your month-end numbers so you can trust them.
Budgets & KPIs
We set your annual budget and track it on a KPI dashboard you can check any time.
1:1 finance check-ins
We talk through the numbers with your CEO, board or founders.
A CFO who has sat in the chair.
Managing Director
Chartered accountant (CIMA), MBA (AGSM) and AICD Company Director qualified, with Harvard Business School executive education.
Over 28 years, has led finance teams in ASX-listed, private and PE-backed businesses.
Experienced
Nearly 3 decades in finance & commerce, 17 years as a CFO
Functional breadth
Finance, Treasury, Legal, Marketing, HR, Investor Relations & Technology
Global
Australia, NZ, US and UK experience
Career
- Industries
- Technology, Education, FMCG, Retail, Pharmaceuticals, Mining, Tourism, Insurance, Fleet Management
- Private equity
- Ironbridge (Portfolio Finance Manager)
- Multinationals
- Coca-Cola, Arnott's, Kellogg's, Unilever, JP Morgan
Key experience
- M&A and IPOs
- Capital raises
- Turnarounds and restructures
- Global expansion
- AI-enabled forecasting
Bring clarity to your next chapter.
A 30-minute call with a senior CFO. No pitch, no obligation: just an independent review of your finance needs and how we can help with a one-off project or ongoing support.