Trust your numbers, unlock clarity. Make your next move with confidence.
Fractional CFO services for founder-led Australian businesses. Reliable reporting and direct access to senior financial expertise, without hiring a full-time CFO.
Financial leadership that understands your business
WHAT WE DO
As your business grows, the financial decisions get bigger. You need to know whether you can afford another hire, which clients, products or services are making money and how your cash flow is keeping pace.
CoEfficiently helps you understand the numbers behind those decisions. We work with you to strengthen your financial processes, improve reporting in a way that works for you and plan ahead, with senior guidance grounded in how your business actually operates.
A stronger foundation for your next decision
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Good decisions start with reliable information. We strengthen the way your financial data is captured, reconciled and reviewed, giving you a clearer picture of how your business is performing.
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Spend less time chasing information and repeating manual tasks. We help you make better use of your existing systems, improve reporting processes and introduce automation and AI tools where it makes practical sense.
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Understand what your numbers mean for the decisions ahead. From cash flow and forecasting to hiring and business spending, we help you weigh your options so you can have confidence in knowing and agree on what to do next.
Embed intelligent financial systems that work for you.
Better systems start with understanding how your business works.
We look at the tools you already use, where information gets disconnected and which tasks take more time than they should. Then we help improve the processes behind them.
Automation and AI support that work, with reliable data, clear processes and senior review as the foundation.
Let’s talk about what you need from your numbers
Book a complimentary 30-minute discovery call to discuss your business, what’s working and where you need more clarity.
We’ll explore the support you’re looking for and whether CoEfficiently is the right fit.
Your Questions, Answered
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A fractional CFO provides senior financial leadership on a part-time basis. They help you to understand your business’s financial performance, plan ahead and make informed decisions, without hiring a full-time Chief Financial Officer.
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Your bookkeeper may pay bills, issue invoices and input data into your financial system (or you may even already have AI doing this), while your external accountant may support financial statements, tax compliance and other advisory needs.
CoEfficiently works in between them, as senior oversight giving you confidence that the data your financial system produces is reliable and helping you manage cash flow, understand profitability and plan your next steps.
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You might be growing but unsure where the profit is going, unsure if you can trust your numbers or finding it difficult to stay on top of the cash flow to plan for hiring and other expenses. Your business might be in an expansion stage where gaps in governance and reporting oversight are starting to become visible, or you might be receiving standard financial reports that don't quite answer the questions you're asking — so you stop looking at the numbers altogether and make decisions based on instinct instead of data.
If you need a clearer financial picture, more customised reporting and experienced guidance to help you understand what your numbers are telling you, a discovery call is a good place to start.
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Yes. Reliable information is the starting point. We review how your financial data is captured, reconciled and reported, then help strengthen the processes behind it. That gives us a sounder foundation for forecasting, planning and ongoing advice.
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Yes. Direct senior involvement with founder Sharyn McNeill is central to how CoEfficiently works. You work with an experienced finance leader who is also a qualified Chartered Accountant, Tax Lawyer and company director. She will get to know your business, review your financial information and help you think through the decisions ahead.
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We start by reviewing the tools and processes you already use. The focus is on making better use of those systems and identifying where improvements are needed. If we recommend a change, we’ll explain the reason and discuss the options with you.
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We offer three levels of support: Clarity, Strategy and Growth.
Our Pricing page outlines the fees and inclusions for each package. During your discovery call, we can help you assess which level suits your business.
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The complimentary 30-minute call is a chance to discuss your business, your current financial setup and where you need support. We’ll talk through what you want to achieve, explain how we work and consider whether CoEfficiently is the right fit.