Cost Effective Business CFO Package
The Essentials CFO Package
Perfect CFO Service for start-ups and small businesses
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Struggling to keep your business finances under control?
Take charge of your finances with our essentials CFO Package.
Designed for start-ups and Australian small businesses, this package provides reliable financial reporting, cash flow forecasting, and expert guidance to help you make informed decisions and improve financial visibility.
What does Essentials CFO
Package include?
Your foundation for financial control
From $1,600 per month
Monthly Management Accounts Preparation & Review
Clear, easy-to-read reports each month showing how your business is performing – including profit & loss, balance sheet, and key metrics.
Monthly Financial Health Check (Virtual Meeting)
A 30-minute catch-up to review financials and address any questions or concerns you may have.
Basic Cash Flow Forecasting (3-Month Outlook)
A short-term projection to help manage daily and weekly cash flow, ensuring you stay ahead of any cash shortages.
Expense Tracking & Cost Categorisation Review
Ensuring all your expenses are accurately recorded and sorted, making tax time and planning easier.
Annual Budget Preparation
Creation of a realistic, tailored budget based on your business goals, past performance, and expected costs.
KPI Tracking (Up to 3 Metrics)
Monitoring your most critical financial indicators (e.g., gross margin, net profit, debtor days) with regular updates.
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 for Small Businesses
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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 Small Business 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.
