Hands-on support to drive business growth and success.
Strategic CFO Package
Best outsourced CFO services for established businesses
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Executive-level insight and full-scale financial leadership.
Established businesses or organizations looking for a hands-on strategic partner to drive financial growth, improve performance, and plan for the future.
Our outsourced CFO services provide the executive-level financial leadership needed to take your business to the next level.
What does Strategic CFO Package include?
Executive-level insight and full-scale financial leadership
From $6,000 per month
Weekly Cash Flow Oversight with Rolling Forecasts
Active monitoring of cash flow with rolling weekly updates and alerts to help you respond quickly to changes.
Monthly Board-Level Financial Pack
Detailed reports and insights designed for board or investor meetings, including commentary and strategic recommendations.
Business Intelligence Dashboard
A customised, monthly financial dashboard giving you insight to key data in a visual, easy-to-understand format.
Optional Add-Ons
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Bookkeeping & bank reconciliations
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Payroll processing & superannuation compliance
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HR & people management advisory
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Financial literacy training for business owners
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Support for audits, tenders, or due diligence
Full Financial Oversight & Leadership
We act as your virtual CFO, managing all high-level financial functions and becoming part of your leadership team.
Support for Strategic Financial Decisions
Expert input on decisions such as capital investment, business expansion, pricing strategy, or exit planning
Finance Team Coaching & Oversight
Mentoring and oversight for your internal finance team to ensure high performance and alignment with your goals.
Departmental Budgeting & Consolidated Reports
Track individual department performance and consolidate data into a clear, cohesive financial picture.
Funding Application & Investor Reporting Support
Assistance with applying for finance or pitching to investors, including projections and professional presentations.
Unlimited Virtual Meetings & 2 In-Person Sessions per Quarter (Perth Only)
We’re available when you need us – with flexibility for in-depth strategic sessions virtually or in person (if you're Perth-based).
Why The Small Business Book
Flexible CFO Support – Virtual and In-Person
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Whether you prefer virtual assistance or occasional in-person support in Perth, we offer tailored financial guidance, cash flow management, and strategic insights to keep your business on track. Get expert help, wherever and whenever you need it.
Software Specialists and Excel Experts
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We specialise in small business bookkeeping and accounting software, including Xero, QuickBooks, and Odoo, and can easily adapt to other platforms you use. With advanced Excel expertise, we create custom solutions, reporting templates, and data analysis tailored to your business needs. Whatever software you use, we’ll streamline your financial management for efficiency and growth.
Streamlined and Transparent Onboarding
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We offer small business CFO services with a streamlined and transparent onboarding process. Our clear, easy-to-understand proposals outline exactly what's included in your tailored CFO package, designed to meet the unique needs of your business. The onboarding process is quick, fully online, and designed for your convenience, so you can focus on what matters most running and growing your business.
No Lock-In Contracts for Outsourced CFO Services
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We believe in flexibility and trust, offering fixed-fee CFO packages tailored to your small business needs. If you love working with us, that's great! If not, you're free to move on at any time—no strings attached. We also offer flexible hourly rates, perfect for businesses with fluctuating needs or short-term projects, ensuring you get the right fit for your financial goals.
