Executive-level financial strategy without the full-time cost — cash flow forecasting, KPI dashboards and growth planning for medical practices, law firms and SMEs ready to scale.
A growing practice or SME needs more than compliance — it needs someone reading the numbers and telling you what to do next. A Virtual CFO gives you that, on a fraction of a full-time salary.
CFO-level insight without a $150k+ salary and on-costs.
Cash flow forecasts and scenario planning, not just historical reports.
Dashboards that track what actually drives your practice or business.
A few hours a month, or a deeper engagement — sized to your stage of growth.
Rolling forecasts so you can see cash pressure points months in advance.
Real-time dashboards tracking the metrics that actually matter to your practice or business.
Modelling for new hires, new locations, or new service lines before you commit.
Compare your margins and overheads against sector benchmarks for medical and legal practices.
Clear, decision-ready reporting for partners, directors or investors.
A regular call to walk through the numbers and decide what happens next.
We help multi-partner practices track profitability per doctor, plan for associate hires, and forecast cash flow around seasonal billing cycles.
From partner profit-sharing models to matter-based profitability, we bring financial clarity to how your firm actually makes money.
Whether you're scaling a team or preparing for funding, we build the reporting rigour investors and lenders expect.
We understand your business and current reporting.
We set up KPI dashboards and forecasting models.
We walk through results and plan the next month.
We stay engaged as your business evolves.
A regular accountant typically looks backwards — preparing tax returns and financial statements after the fact. A Virtual CFO works forward with you month to month, forecasting cash flow, tracking KPIs, and helping you make decisions before they need to be made, not after.
A full-time CFO in Australia typically costs well over $150,000 a year in salary alone. A Virtual CFO engagement gives you the same strategic input on a fraction of that cost, scaled to how much time your business actually needs.
Yes — practices with multiple partners, associates or a growing patient/client base often reach a point where gut-feel financial management isn't enough. A Virtual CFO brings the same rigour larger practices use, scaled to your size.
Most engagements include monthly reporting and a strategy call, with more frequent contact during EOFY, funding rounds, or major decisions. The cadence is set around what your business needs.
Yes — many clients combine Virtual CFO with our bookkeeping and tax planning services, so the numbers feeding your strategy are the same ones we manage day to day.
Book a free 30-minute consultation with a senior Chartered Accountant to talk through what a Virtual CFO could do for you.
Whether you have questions, want a quote, or are ready to get started — we're here for you.
Australia — Serving clients nationwide & internationally
Mon–Fri: 9:00am – 5:30pm AEST
