Pick the level of finance support that fits
Three engagements, one job. Taking the guesswork out of your numbers so you can focus on running the business
You're not buying a package off a shelf. You're choosing how much finance brain your business needs right now - and that changes as you grow. Start where you are. Move up or down when it makes sense. Every tier is billed monthly, in advance, with no minimum contract, so the work has to earn its place each month.
Lite CFO
$1,495/mo
For when you just need to stop flying blind.
You're growing steadily, and you want a clear monthly read on your numbers, and a proper conversation about what they're telling you. Lite is the foundation - the financial basics, done well, every month.
Dedicated CFO contact - me, not a junior
Unlimited email and phone support
Finance function health check - your systems, processes, and bookkeeping reviewed
Quick-win improvements from that health check, put into action
Monthly reporting pack (P&L, balance sheet, cash)
Monthly CFO review call
Growth CFO
$2,995/mo
For when you're scaling, and the calls are getting bigger.
Hiring, investing, pricing, holding - the decisions cost more now, and guessing them is expensive. Growth turns your numbers into a steady operating rhythm, so you're deciding from data instead of nerves.
Everything in Lite, plus:
Monthly cashflow forecasting
Monthly KPI dashboard, with commentary on what's moving and why
Credit control review
What-if analysis for big decisions (hiring, pricing, expansion)
Forecasting & projections
Annual budgeting workshop
Fortnightly CFO review call
Strategic CFO
$6,995/mo
For when something big is coming.
A raise, a sale, a major expansion - the moments where your finances have to stand up to outside scrutiny. Strategic puts a senior finance brain in the room for all of it, working to a plan rather than just a monthly review.
Everything in Growth, plus:
A monthly accountability programme (tracking KPIs, goals, and execution)
Funding support (raising finance, investor prep, and lender packs
Strategic roadmap development, with quarterly leadership sessions
Exit strategy development
Weekly CFO review call
You deal directly with me
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Billed monthly, in advance
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No minimum contract
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30-day money-back guarantee
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You deal directly with me 〰️ Billed monthly, in advance 〰️ No minimum contract 〰️ 30-day money-back guarantee 〰️
WHAT EVERY TIER INCLUDES
Whichever you pick, three things stay the same. You deal with me, not a junior. You're billed monthly, in advance, with no minimum contract - stop, pause, or change tier whenever the business changes. And you get it all in plain English, no jargon, no hiding behind the spreadsheet.
WHY THIS BEATS HIRING A FINANCE DIRECTOR
A full-time finance director runs well north of $200,000 before you add super, payroll tax, and the rest of the on-costs - and you'd spend months recruiting one. The support from me gives you the same senior thinking for the fraction of the time you actually need it, with none of the headcount. You also get a broader perspective than any single hire - built across a lot of different businesses, not just one.
Not sure which one? That’s what the call’s for
Frequently Asked Questions
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Because a good one costs well over $200,000 a year once you add super and on-costs, and most owner-managed businesses don't need one full-time. You need the thinking a few days a month, not a salary on the books all year.
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Your accountant looks backwards - they record and file what already happened. I look forwards. What's your cash doing next quarter, is that hire funded, is your pricing protecting margin. Different job, and we work alongside each other.
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No. Billing is monthly, in advance, and you can stop, pause, or change tier whenever you like. The work should earn its place every month.
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Then the call costs you thirty minutes and tells you either way. You'll leave it with a clearer read on your cash than you had going in, whether or not we work together.