+1 800 123 456 789
Contact Us
+1 800 123 456 789
Contact Us
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Startup Nerd

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You’ve Built a Great Business - But You’re Flying Blind on the Financials

Maybe you’ve got a bookkeeper quietly working in Xero.
Maybe your accountant shows up once a year with a tax bill.
Maybe you’re making big decisions — on pricing, hiring, growth, or raising capital — with no real financial strategy.
If you’re scaling without a proper finance department, you’re exposing your business to risk, missed opportunities, and potentially serious cash burn.

Here’s the hard truth

Successful businesses need more than compliance — they need control.

And control doesn’t come from an accountant who shows up once a year, or a bookkeeper who just reconciles your bank feeds.

It comes from a CFO-led finance function — one that gives you monthly visibility on cash, profit, margins, and taxes.

One that helps you plan ahead, not just scramble during tax season.

Group 49561
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​The All-in-1 Finance Department for Businesses

We’ve built the finance function so you don’t have to. Get a complete outsourced finance team including:

Fractional CFO – strategic oversight & financial leadership

Fractional Tax Partner – strategic oversight & financial leadership

Bookkeeping, Payroll & Accounting – all done for you

Tax Compliance & BAS Lodgements – never miss a deadline

Cashflow Management & Forecasting – know your numbers

Yearly 3-Way Budgets – including revenue, cash, and P&L

Monthly forecasting – to continue to track actuals vs budget

AI-Driven Efficiency – tools that scale with you

All under one roof. One fixed monthly price. No hidden costs. No hourly billing.

Money back guarantee!

And if it doesn’t work in 60 days? We refund you. No questions asked.

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Built for Entrepreneurs,
by Entrepreneurs

We’re not a traditional accounting firm.

We’re a team of entrepreneurs, CFOs, business advisors and senior tax professionals who’ve sat on both sides of the boardroom — we know what it’s like to grow fast and need answers now.

Every CFO on our team has run or scaled real businesses, multiple times.

Our advisors have a minimum of 15+ years of experience in complex, multi-entity, and international structures as well as startups.

And yes — we use AI, but everything is reviewed by qualified CAs & Tax agents for accuracy and insight.

Who This Is For

Overwhelmed

If you are tired of chasing numbers, reacting to surprises, or waiting weeks for answers

Clarity-Seeker

Wants clarity, control, and confidence — without hiring in-house

Restructuring

Entrepreneurs looking to restructure their finance teams (downsizing)
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Scaling

Entrepreneurs preparing to scale, expand, or raise who don't have a CFO

Modernizer

Businesses wanting to adopt an AI & automation powered function

Choose Your Plan

One Price. Everything You Need to Run your Business with Confidence.

Compass

$ 5,990 Monthly
  • Bookkeeping
  • Fractional CFO
  • Fractional Tax Partner
  • All-in-one Finance
I'm Interested
All inclusive package as below plus:
🧠 CFO access (8 hours per month)
🧠 Tax Partner access (2 hours per month)

Captain

$ 9,990
00
Monthly
  • Bookkeeping
  • Fractional CFO
  • Fractional Tax Partner
  • All-in-one Finance
I'm Interested
All inclusive package as below plus:
🧠 CFO access (1 day per week)
🧠Tax Partner access (4 hours per month)
Popular

Command

$ 15,990
00
Monthly
  • Bookkeeping
  • Fractional CFO
  • Fractional Tax Partner
  • All-in-one Finance
I'm Interested
All inclusive package as below plus:
🧠 CFO access (2 days per week)
🧠Tax Partner access (8 hours per month)

All inclusive package includes;

Bookkeeping

✅ Weekly bank reconciliations

✅ Payroll

✅ Accounts Payable & Receivables

✅ Prepayments & Accruals

Finance Management

✅ Month end close

✅ Accrual based accounting

✅ AASB/IFRS/other accounting compliance 

✅ Balance Sheet reconciliations

✅ 3 way budget and forecasting

Fractional CFO

✅ Regular, strategic finance leadership
✅ Remote or in-office (by arrangement)
✅ Attendance at leadership & board meetings
✅ Oversight of financial strategy, business model design & expansion
✅ Pricing strategy, unit economics, and cost analysis
✅ Annual 3-way budget and monthly forecasting

Dedicated Tax Partner

✅ Strategic structuring to proactively plan for future major CGT events

✅ Capital gains tax (CGT) planning and implementation; group restructures, small business concessions and roll-overs

✅ Group tax strategy reviews and restructures advice

✅ Fringe benefit tax (FBT) review and advice

✅ Goods and services tax (GST) review and advice

✅ EOFY reporting and compliance for alignment with tax regulations.

Tax Compliance & Advisory

✅ Annual Income Tax Return
✅ BAS & IAS preparation and lodgement
✅ STP filings and Payroll Tax review
✅ FBT Return (if applicable)
✅ ESS filings

Why Work With Us?

Experience. Expertise. Entrepreneurs.

We have the qualifications

We are registered as a public practice with Chartered Accountants ANZ and are a registered tax agent with the ATO.

We’re not just finance people - we’re entrepreneurs too

Every CFO and Tax partner on your team has built or run a business. We understand what it feels like to lose sleep over cash flow, make decisions in the dark, or chase numbers that don’t add up. We’re here to change that.

Strategic, not reactive

We go beyond data entry and tax deadlines. Our goal is to make sure your finance function helps you move faster, spend smarter, and grow with confidence — backed by real insight, not guesswork.
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End-to-end visibility

From bookkeeping to board-level forecasting, we give you a single source of truth across your entire financial system. No more chasing reports or reconciling conflicting advice.

Built for scale —
powered by automation

We don’t just do the work — we design your finance engine. That means building workflows, automation, and reporting dashboards that reduce human error and scale with you.

One team.
All the key roles

No more juggling freelancers or agencies. You get a senior bookkeeper, tax partner, and fractional CFO — all coordinated, all focused on your business.

Proof from People, Not Pages

📞 Want proof? Contact us and we’ll happily connect you with our clients for a real 1-on-1 chat about our work, our team, and the results we’ve delivered. We believe in heart to heart referrals.

Talk to Us
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Our Customers

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Ready for Clarity?
Let’s Talk

Your next big financial decision deserves expert support — without the full-time CFO cost.

Book a Free Strategy Call Now

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