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.
AI transformation and strategy first, custom agents delivered fast.
We define your AI strategy, operating model, and governance, lead the transformation across teams, then deploy tailored finance agents that plug into your systems for real-time insight, automated reporting, and faster decisions through a secure conversational interface.
AI Finance Agent Features:
✅ Strategy to production, including roadmap, guardrails, change enablement, and Center of Excellence
✅ Works with Xero, QuickBooks, Stripe, Microsoft Azure, HubSpot, ERP, CRM, and data warehouses
✅ LLM flexible, compatible with GPT-4o, Claude, Gemini, and Microsoft Copilot
✅ Scales from startups to multi-entity enterprises
✅ Rapid integration with time savings up to 80 percent on standard processes
Accounting & Bookkeeping Services for Growing Businesses
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.
Key Services Include:
✅ 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.
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