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Expert CFO Advice
Our CFO Advice packages are designed to provide businesses of all sizes with expert financial leadership, offering flexible and tailored solutions that align with your unique business needs. Whether you're a startup seeking guidance on cash flow management, a growing company looking to optimise profitability, or a larger organisation in need of strategic financial oversight, our service packages—Basic, Standard, Premium, and Custom—are built to support your goals at every stage.
We provide comprehensive services that include regular financial reviews, budgeting and forecasting, KPI tracking, and long-term growth strategy. You’ll have access to high-level financial expertise without the commitment of a full-time hire. Our goal is to empower your business with actionable insights and strategic direction, allowing you to make informed decisions, improve financial performance, and drive sustainable growth.
Typical Clients
Startups
Typically require more foundational financial services such as budgeting and cash flow management, but may need investor pitch assistance as they grow.
Medium Businesses ($10m-$20m+)
Require higher-level financial strategy, including risk management and debt management, along with in-depth scenario planning.
Small Businesses (Under $10m)
Need more sophisticated financial advice and strategic & operational planning, but not to the extent of larger corporations.
Scaling Businesses
These companies are typically looking for strategic direction, financing decisions, investment decisions, and complex growth strategies.
Service Packages
Service package | Frequency | Duration | Typical Communication Channels |
|---|---|---|---|
Basic | Monthly Check-ins: Review financials and address immediate issues. Email/Chat Support: as needed for quick questions and guidance. | Monthly Meetings: 1-2 hours for review, feedback, and action planning. Ongoing Support: Up to 2 hours of ad-hoc support via email or phone per month. | Virtual meetings (Google Meet), Email reports. |
Standard | Fortnightly meetings: more frequent touchpoints for growing businesses. Email/Chat Support: higher availability for ongoing discussions. | Fortnightly meetings: 1-2 hours for regular updates and deep dives into financials. Ongoing support: up to 4 hours of ad-hoc support per month for quick questions or problem-solving. | Virtual or in-person meetings, phone consultations. Email/chat for timely updates and action items. |
Premium | Weekly meetings: Regular deep-dive into financial performance. On-demand Support: Available through the week as needed. | Weekly Meetings: 2-4 hours for in-depth financial reviews, strategy sessions, and scenario planning. Ongoing Support: 8-10 hours of dedicated support each month, flexible based on client needs. | In-person or virtual meetings. Phone/Email/Chat support. |
Custom | Flexible Meeting Schedule: Tailored to client needs, from daily to monthly. On-call Advisory: Support as required. | Bespoke Support: Duration depends on the complexity of needs. Ongoing Light-Touch Support: 10+ hours per month, depending on the bespoke arrangement. | Hybrid model: In-person and virtual meetings. Phone, email, or chat for real-time queries. |