CFO Advisory & Bookkeeping Services

Gain the insights and support you need to manage your finances effectively.

How We Can Help

We provide a comprehensive range of CFO Advisory and Bookkeeping services to suit your needs, including:

Virtual CFO Services

Access to strategic financial guidance without the cost of a full-time hire.

Budgeting & Forecasting

Gain clarity on your financial future with accurate forecasts and actionable budgets.

Cash Flow Management

Optimise your cash flow to improve business liquidity and operational efficiency.

Management Reporting

Make better decisions with detailed and insightful reporting tailored to your business.

Bookkeeping Services

Accurate and compliant bookkeeping, covering payroll, reconciliations, and BAS lodgements.

Tax-Ready Financials

Ensure your records are prepared for seamless tax compliance and reporting.

Our Expertise

Expertise Across Industries

Our team brings decades of experience across industries, including manufacturing, health services, and technology, ensuring we understand the unique challenges you face.

Tailored
Solutions

We don’t believe in one-size-fits-all; every solution is customised to meet your business goals.

Compliance Focused

Stay compliant with Australian accounting standards and tax regulations, minimising risks.

Proactive Approach

We work as an extension of your team, anticipating challenges and presenting proactive solutions to help your business thrive.

Download Sample Financial Reports

Want to see how our services can help improve your business financials? Download a sample of our financial reports to get a glimpse of the kind of insights we provide.

Access detailed management reports, budgeting sheets, and cash flow projections to understand how we can support your business with professional financial reporting.

Case Study

Integrated financial solution saved Race Oncology $45K annually while reducing financial reporting time by 25% and board reporting time by 50%.

Hear from Cardihab

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– Cardihab CEO, Helen Souris

Your Trusted Partners in Business and Financial Success

Our dedicated accountants and business advisers are ready to assist.

Matthew Smith

Matthew Smith

Partner - Accounting & Business Advisory
Brendan Brown

Brendan Brown

Partner - Accounting & Business Advisory
Jason Daniels

Jason Daniels

Director - Accounting & Business Advisory
Shaneel Prakash

Shaneel Prakash

Director VCFO - Accounting & Business

Frequently Asked Questions

What is the difference between bookkeeping and CFO services?

Bookkeeping focuses on recording and maintaining financial transactions, such as payroll and tax compliance. CFO services, on the other hand, provide high-level strategic financial planning, such as budgeting, forecasting, cash flow management, and decision-making support.

How do you customise your CFO services for my business?

We tailor our CFO services based on your business's specific needs and goals, whether you're managing growth, improving cash flow, or expanding into new markets. Our team will work closely with you to align our services with your objectives.

What is a CFO Advisory service or Virtual CFO?

A CFO Advisory service or Virtual CFO is an outsourced financial leadership solution. Instead of hiring a full-time CFO, businesses can access expert strategic advice, financial planning, forecasting, and management support. Virtual CFO services are ideal for businesses looking to optimise their financial processes and make informed decisions without the overhead of a full-time hire.

Can I engage your CFO services on a part-time basis?

Yes, our virtual CFO service is ideal for businesses that need strategic guidance but don’t require a full-time CFO. We offer flexible solutions tailored to your specific needs.

How often will I receive financial reports?

We provide management reporting on a frequency that suits your business, whether it’s monthly, quarterly, or annually. These reports provide valuable insights to guide your decision-making.

Do you offer tax preparation and filing services?

Yes, we provide tax-ready financials and assist with preparing and filing taxes in compliance with Australian regulations. Our team ensures that your financial records are always up to date for seamless tax filing.

How can I get started with your CFO & Bookkeeping services?

Simply get in touch with us to schedule an initial consultation. We’ll assess your business needs, discuss your goals, and craft a tailored financial strategy.

Do you offer advisory for start-ups?

Yes, we specialise in providing start-up businesses with the financial guidance they need to establish strong financial foundations and navigate early growth challenges.

How can your services help improve my business’s cash flow?

We help optimise cash flow by improving invoicing practices, managing expenses, and identifying areas for cost reduction. We also assist in setting up cash flow forecasts to anticipate future needs and avoid liquidity challenges.

Are your CFO services cost-effective for small businesses?

Absolutely! We offer scalable solutions that can grow with your business, providing strategic financial guidance at a fraction of the cost of hiring a full-time CFO.

Need Expert Financial Guidance?

Partner with Prime Financial Group for tailored CFO and Bookkeeping solutions that align with your business goals. Get in touch with our team today to learn how we can support your financial success.

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