Outsourced CFO & Accounting Services

Get the team your business deserves

A Chief Financial Officer is not just a financial gatekeeper or senior accountant. A world-class CFO assists, advises, and drives company strategy from the basics of budgeting and accounting all the way through to business forecasting and raising capital at the right time and on the right terms.

We believe that this kind of expertise should be available to all business owners and not just large corporations.

Our Partners and Directors can fill the role of Chief Financial Officer for you — what we call a Virtual CFO — so you have the guidance you need when navigating financial administration and planning.

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Improve your business performance

As your Virtual CFO, we work with your in-house finance team to improve their skills and provide them with advice and mentorship as needed. We’ll help them review and optimise their in-house financial procedures and we’ll help your entire organisation implement your financial strategy.

Our Business Owner and Board Reporting service will provide you with a detailed CFO analysis of how your company is performing , including monthly management financial reports, a presentation of overall performance, company secretarial services, as well as networks and connections.

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Outsourced CFO and accounting services

By engaging us as your Virtual CFO you benefit from:

  • Bookkeeping and accounting support
  • Management accounts and financial reporting
  • Budgeting, cash flow preparation, and monthly reporting
  • Key Performance Indicator (KPI) reporting
  • CEO and Board financial reporting summaries and presentations
  • CFO advisory services to CEO and Board of Directors
  • Company secretarial services

Get expert business support across accounting, compliance, and reporting from a single and dedicated advisory team.

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Tailored to your business size and stage

Prime provides you with the strategic minds and skills used by high-performing organisations and leadership teams, to help you make confident decisions about the future of your business.

We’ll help you ensure that your financial reports are always comprehensive and up-to-date in preparation for any due diligence process.

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What our clients say

“Prime provides us a highly personalised service covering our financial needs. Our strategic advice has been proactively provided whilst ensuring our investments are professionally managed without requiring our daily input. We feel comfortable knowing Prime is looking after our investments.”

Ian, VIC

“In working with Prime, I have been connected with a trusted ‘go to’ source of knowledge, mentorship, tools, services, contacts and – most importantly – a friend on the ground for anything related to financial decisions when feeling a little overwhelmed.”

Amy, QLD

“I am very pleased with Prime. I have called my adviser when I have questions and have always received prompt replies and all of the support I needed.”

Bob & Denise, NSW

“We are busy running our business, which takes up most of our time! To have someone we know and trust in charge of our money is so comforting. I enjoy the quick and clear communications I have with my adviser and I trust his suggestions for our investments.”

Jack and Pauline, VIC

“We have worked with Prime for fifteen years as our financial adviser. Prime has always guided us through with professional advice on our financial decisions, whether it be in the local office or over the phone. We have found our adviser, Garry, has gone above and beyond the call of duty with regards to our retirement and financial matters in a friendly and caring way.”

Karen & Russell, QLD

“I find Michelle service to me is of high value. She is knowledgeable and transfers the information to me clearly. Thank you Prime.”

Kathryn, WA

“We have always felt that our advisor listened carefully to what we expected and responded appropriately. Livio is always interested in us as a couple and our lifestyle- we have never felt like we were bulk handled.”

Ian & Cherie, VIC

“I have been a client of Prime for just over 3 years and I am confident that the advice and service I have received during that time has been in my best interests.”

Lannette, QLD

“I have been using Prime for many years and one of the things I appreciate most is that their advice is only a phone call away and I always feel as a customer that Prime have my best interest at heart. It is a very personal service executed by very personable and helpful individuals. My advisor feels like family I am very satisfied.”

Christopher, ACT

A unique and personal service approach to support all your business advisory and personal wealth management needs.

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