Our CFO services provide the strategic financial leadership your business needs, whether you’re a high-growth company scaling operations or a mid-cap organization requiring interim expertise. We build and optimize your finance infrastructure using the latest technology and automation, ensuring your financial systems are ready to support growth, investment, and transformation initiatives.Key Services Include:
✅ Finance Infrastructure & Automation – Implementing scalable, tech-driven financial systems for efficiency and growth.
✅ Interim & Project-Based CFO Services – Senior finance leadership for contract roles, strategic projects, and transformation initiatives.
✅ Growth & Investment Strategies – Positioning your business for fundraising, capital allocation, and strategic expansion.
✅ Exit & M&A Preparation – Structuring financials for acquisitions, buyouts, or IPO readiness.
✅ Cash Flow & Forecasting – Advanced cash flow management, working capital optimization, and scenario planning.
✅ Financial Planning & Analysis (FP&A) – Delivering data-driven insights, automation solutions, and AI-powered financial modeling.
We provide partial or fully dedicated finance resources to handle your accounting and bookkeeping needs, ensuring accurate, up-to-date financials that support scalability, investor readiness, and operational efficiency. Clean books aren’t just a necessity, they’re the foundation for growth.
✅ Full-Cycle Bookkeeping & Month-End Close – Timely, accurate recording of transactions, reconciliations, and reporting.
✅ Accounts Payable & Receivable Management – Streamlined billing, collections, and vendor payment processes for healthy cash flow.
✅ Financial Clean-Up & Catch-Up Services – Resolving historical issues, fixing misclassifications, and structuring financials for growth, funding, or due diligence.
✅ Payroll Processing & Compliance – Ensuring payroll accuracy, tax compliance, and adherence to local regulations for smooth operations.
✅ Tax Preparation & BAS/GST Compliance – Supporting tax filings, sales tax calculations, and compliance with regulatory requirements.
Our tailored AI finance agents help you unlock real-time insights, automate financial reporting, and simplify decision-making, without needing a full finance team. With seamless integrations to financial software and your full tech stack, our solution brings CFO-level intelligence to your fingertips through a secure, conversational interface.
AI Finance Agent Features:
✅ Conversational insights powered by any LLM (GPT-4o, Claude, Gemini, Co-pilot)
✅ Integrates with Xero, QuickBooks, Stripe, Microsoft Azure, and more
✅ Scalable for both startups and multi-entity enterprises
✅ Fast integration with time savings up to 80% on standard processes
Not sure exactly what you need? Let’s chat and craft the right financial solution for your business. Whether it’s a one-time implementation or an ongoing team of experts, we’ll develop a plan that aligns with your growth strategy and budget.
Additional Services Include:
✅ AI-driven Custom Financial Analytics Dashboards
✅ Subscription Billing & Revenue Recognition Optimization
✅ Tax Planning & Strategy Consulting
✅ Scenario-Based Financial Modeling
✅ Fundraising Support & Capital Structuring
✅ Financial Systems Migration & Consolidation