Fractional CFO Services • Melbourne

CFO-level clarity. Without the full-time salary.

Monthly management reporting, cash flow forecasting, KPI dashboards, and hands-on financial strategy for businesses doing $1M-$5M. A dedicated team of senior accountants embedded in your business, for a fraction of what one CFO costs.

Free 30-minute call · No obligation · Available this week

Since 1953
 
★ 4.9 from 115+ Google Reviews
 
35+ Dedicated Staff
 
5 Melbourne Locations
Sound Familiar?

Your business is growing. Revenue’s up. But you don’t have a clear picture of where the money is actually going. Cash flow feels unpredictable. You’re making big decisions – hiring, investing, pricing – without reliable financial data to back them up.

You know you need more than a bookkeeper. But hiring a full-time CFO at $250,000–$350,000 a year doesn’t make sense yet.

But hiring one person creates its own risks. What happens when they leave? Or take a holiday? Or just don’t have the right expertise for a specific problem? That’s why our fractional CFO service isn’t one person. It’s a team.

That’s the gap a fractional CFO fills.

What’s Included

Everything a CFO does

Most businesses between $1M–$5M in revenue don’t need a full-time CFO, but they absolutely need what one does. The problem is, hiring one costs $200K+ a year before you even factor in super and bonuses.

Our Fractional CFO service gives you the strategic financial oversight of a senior finance professional. Monthly cash flow forecasts, management reports, KPI dashboards, budget vs actual analysis. All without the full-time salary.

You’ll know exactly where your money is going, where it’s coming from, and what decisions to make next. Not a once-a-year conversation at tax time. Every month, with numbers you can actually understand.

We take on your accounting and CFO function together, so your financial reporting, compliance, and strategy all come from the same team. No gaps between what your accountant records and what your CFO reports. Think of it as adding a financial team to your business. Senior accountants who know your numbers inside out, show up to your management meetings, and bring you opportunities before you have to ask.

Services

Monthly Cash Flow Forecasting

Know exactly where your cash is going and when it’s coming in. Rolling forecasts that give you real visibility, not guesswork.

Management Reporting

Clear, concise monthly reports showing how your business is actually performing. Revenue, margins, expenses, and trends you can act on.

KPI Dashboards

Custom dashboards tracking the metrics that actually drive your business. Not just financial data. Sales per team member, deliveries per route, cost per project, utilisation rates. Whatever matters in your industry, measured monthly and presented in plain English.

Budget vs Actual Analysis

See how your actual results compare to plan every month. Spot issues early, make adjustments before they become problems.

Financial Strategy

Regular check-ins with a senior accountant who sits in your management meetings, knows your team, and helps you think through the big decisions. From bank negotiations and financing to managing wage costs and planning your next move.

Who We Help

 

Trades & Construction

Trades & Construction

Property Development

Property Development

Retail & Ecommerce

Retail & Ecommerce

Professional Services

Professional Services

Hospitality & Food

Hospitality & Food

Property & Real Estate

Property & Real Estate

Manufacturing

Manufacturing

Startups

Startups

Our CFO Specialists

Read More

Jon Traynor

Managing Director

Tax & Business Specialist
Xero Certified Advisor

Read More

Dannie McKinnon

Director

Tax & Business Specialist
Xero Certified Advisor

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Jane Pointon

Accountant

Senior Associate
Xero Certified Advisor
Payroll Specialist

Read More

Frank Zinghini

Associate Director

Corporate Finance Specialist

Testimonials

FAQs

What exactly is a fractional CFO?

A fractional CFO is a senior financial professional who works with your business on a part-time or outsourced basis. You get the strategic insight and financial reporting of a full-time CFO - without the full-time salary. It's sometimes called a virtual CFO or outsourced CFO.

How is this different from my bookkeeper or accountant?

We handle both. Your accounting, compliance, and CFO-level reporting all come from the same team. That means your management reports are built on numbers we've prepared ourselves, not someone else's data. No gaps, no miscommunication.

How much does it cost?

Pricing depends on the size and complexity of your business. Most of our fractional CFO clients invest between $2,000 and $8,000 per month. We'll give you a clear quote after your free consultation - no surprises.

How often do we meet?

Typically once a month for a structured review of your reports, forecasts, and KPIs. Between meetings, we're available by email or phone for quick questions and decisions.

Do I need to change my bookkeeper or accounting software?

No. We work with your existing systems - Xero, MYOB, QuickBooks, or whatever you're using. We build our reporting on top of what's already there.

Is there a lock-in contract?

No. Our engagements are month-to-month. We believe in earning your business every month, not locking you in.

How quickly can we get started?

Most clients are fully set up within 2–3 weeks of their first consultation. We'll build your reporting framework, connect to your accounting data, and have your first report ready within the first month.

1

Book a free initial meeting

2

We review your situation

3

We become part of your team

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