Outsourced CFO services in Sydney
An outsourced CFO gives your organisation senior financial leadership without a full-time salary. Our team looks after budgeting, forecasting, cash flow and board reporting, so you can decide with confidence.
What an outsourced CFO does
An outsourced CFO (also called a part-time or virtual CFO) is an experienced finance lead who works with you on a regular basis instead of full time. They look past the bookkeeping to the bigger picture: where your money is going, what is coming, and what to do about it.
Who we help
- Charities, not-for-profits and community organisations
- Small and growing businesses across Sydney
- Startups that need a plan before they need a full-time hire
- Boards, founders and managers who want clearer numbers
Three things you get from a CFO relationship
We tailor the mix to your size and stage. Some organisations prefer a quarterly check-in, others want closer day-to-day support.
Plan
- Annual budgets and rolling forecasts
- Cash flow planning and what-if scenarios
- Pricing, margin and funding questions
Report
- Regular management reports in plain English
- Board and committee packs
- The few measures that matter for your organisation
Advise
- Finance policies and internal controls
- Support for funder, lender and investor conversations
- Someone to talk the numbers through with your leadership team
Is an outsourced CFO right for you?
You may be ready if any of these sound familiar:
- You have a bookkeeper, but nobody turns the numbers into decisions
- Your Board or committee wants clearer, earlier financial reporting
- You are profitable on paper but cash feels tight
- You depend on grants or a few large customers and need to forecast
- You are planning to grow, hire, borrow or raise funds
Not sure whether you need a bookkeeper, a CFO or both? Our guide Bookkeeper, accounting services provider or CFO explains the difference. If your main need is day-to-day record keeping and BAS, start with our bookkeeping and BAS agent services instead.
AI efficiency, human expertise, accessible pricing
Smart tools do the repetitive data work. Our people check the numbers and explain what they mean.
AI efficiency
Smart tools handle the repetitive data work, so reporting is faster and your costs stay down.
Human expertise
Our team reviews the numbers, explains them in plain English and answers your questions.
Accessible pricing
You know what is included before we start, with clear scope and no hidden extras.
Talk it through
We start with a conversation about your goals and a look at your current numbers and systems.
Agree a clear scope
We recommend what you need, how often we will meet and what you will receive, with the price confirmed up front.
Regular support
We deliver the reporting and advice on your agreed rhythm, and adjust as your organisation changes.
Clear scope, accessible pricing
We quote a fixed scope before we start, sized to your organisation, so there are no surprises. Outsourced CFO support starts from A$1,500 per month plus GST. What you pay depends on your size, complexity and how often you want us involved.
Go deeper
Outsourced CFO questions, answered
What is an outsourced CFO?
An outsourced CFO is an experienced finance lead who supports your organisation part time or on a retainer. They help with budgeting, forecasting, cash flow, reporting and financial decisions, without the cost of a full-time executive.
How is an outsourced CFO different from a bookkeeper?
A bookkeeper records and reconciles your transactions so your books are accurate. A CFO uses those numbers to plan, forecast and advise. Many organisations need both, and we can provide either or both.
Do you only work with charities?
No. We support charities and not-for-profits, small businesses and startups across Sydney. The way we work is the same: clear reporting, practical advice and pricing you can understand.
How much does an outsourced CFO cost?
It depends on your size, complexity and how often you want support. Our guide explains the main cost drivers, and we confirm a fixed scope and price before we start.
Can you work with our existing bookkeeper or software?
Usually, yes. We can work alongside your current bookkeeper and your cloud accounting software, or we can take over the bookkeeping too if that suits you better.
Do you give investment or financial product advice?
No. Our CFO support is about managing your organisation’s finances: planning, reporting and decisions. We do not provide financial product or investment advice.
Get senior financial support without the full-time cost
Talk to our team about what an outsourced CFO could do for your organisation.