virtual cfo services

FINANCIAL PLANNING AND ANALYSIS

  • Expertly crafted budgets, dynamic forecasts, and financial models to guide your decisions.

  • Regular variance analysis between actuals and budgets, ensuring informed adjustments and sharper finance strategies.

Take Control of Your Financial Future with Executive-Level Strategy

Feeling held back by day-to-day financial tasks? Unlock your strategic potential with Virtual CFO services from a Chartered Accountant and Registered Tax Agent: fully remote, tailored to Australian businesses like yours.

Risk Management

  • Mitigate financial threats with robust internal controls, and scalable risk frameworks to safeguard your business’s stability.

CASH FLOW MANAGEMENT

  • Proactive monitoring to maintain liquidity and fund growth opportunities.

  • Working capital optimisation, receivables/payables management, and accurate cash flow forecasting.

Business Advisory

  • From investment evaluations and strategic initiative modelling to insightful "rent vs buy" financial decision-making support.

Why Partner with Our Virtual CFO?

  • Affordable, On-Demand Expertise. Gain CFO-level insights without the overhead of in-house hires.

  • Tech-Driven, Fully Remote. Leverage cloud-based tools for seamless, secure collaboration across Australia.

  • Tailored Growth Paths. Whether you're scaling from $500K or optimising $250M in turnover, our expertise adapts to your business.

  • Holistic Support Approach. We're not just number-crunchers; we simplify complex financial concepts so you can confidently lead.

Pricing

Note: Pricing is indicative; final rates tailored to your business size, transaction complexity, and engagement scope.

Strategic starter

Monthly P&L trends, quarterly cash flow forecasts, basic risk oversight

from $1,200/mth*

Add-On Services to Enhance Your Experience

  • Budgeting & Forecasting Workshops – Custom workshops to empower your team.

  • KPI Design & Tracking – Define & monitor key metrics that drive performance.

  • Business Structuring & Restructure Support – Tax optimisation, asset protection and strategic restructuring assistance.

  • Full-Service Package Integration – Combine Virtual CFO with bookkeeping, accounting, and tax under one streamlined monthly fee.

Learn more

Growth Navigator

Strategic planning, monthly forecasts & trend analyses, risk controls review

from $2,500/mth*

Executive Partner

Full CFO-level collaboration: budgets, forecasting, cash & risk, plus quarterly strategy sessions

from $4,000/mth*

*Subject to transaction volume and complexity.

How It Works

  1. Book a Free Consultation – We assess your current situation and objectives.

  2. Select Your Package– Based on complexity, needs, and growth trajectory.

  3. Onboard Seamlessly – We align with your software and set up communication channels.

  4. Gain Clarity & Control – Regular insights, reports, and strategy check-ins to propel your business forward.

What you’ll Gain

  • Efficient Growth Pathways – Real-time data and analysis to drive scalable decisions.

  • Greater Financial Confidence – Delegated CFO support with zero office overhead.

  • Empowered Leadership – Actually understand your numbers so you can lead with clarity and focus.

Ready to Elevate Your Financial Strategy?

Contact us for a free Virtual CFO discovery call to find your perfect fit: we can explore tailored pricing and services with you, or drop an email to hello@refreshadvisory.com.au directly.