Fractional CFO Services
Senior finance leadership, sized to your business. Choose the level of support that fits where you are today.
Clarity
Reliable Numbers for Good Decisions
Best for established businesses that simply want reliable numbers.
Fixed monthly retainer
/month + GST
$2,900
($3,190 incl. GST)
What’s included
Modernise existing internal processes to bring order and calm with improved financial capability
Recommended automation and AI improvements in your accounting function to reclaim productivity and efficiency
Double-checked books each month with an “expert-in-the-loop” for reliable accounts and confidence in your numbers
Monthly system-driven reports to monitor your business
Finalised year-end package ready for your auditor or tax agent
Regular email and online support for one contact (1–2 hours/month)
Annual review meeting
★ MOST POPULAR
Strategy
Senior Finance Leader on the Team
Best for growing businesses needing regular strategic input to make tactical decisions.
Fixed monthly retainer
$4,900
/month + GST
($5,390 incl. GST)
Everything in Clarity, plus…
Live data feed – independent access to your numbers as and when you need them
Development of annual budget
Monthly dashboard and growth reports with basic customisation to monitor KPIs, with summary analysis
Monthly monitoring of a 13-week rolling cash flow forecast – know how much you need and when
Monthly senior finance leadership meeting for ongoing strategic guidance
Regular weekly liaison with your bookkeeper to maintain accounts and handle ad hoc queries (3–4 hours/month, 1 business day response)
Liaison with external advisors to complete annual accounts and tax returns
Annual report with overview and recommended actions for next year, discussed at your annual review meeting
Growth
Embedded CFO
Best for evolving, scaling businesses needing customised and embedded strategic support.
Fixed monthly retainer
$7,900
/month + GST
($8,690 incl. GST)
Everything in Strategy, plus…
Fully customised KPI dashboard and monthly growth reports tracking profitability by team and/or client, with analysis and action steps to support data-driven decisions
Priority support with same-day response, plus ongoing liaison with your bookkeeper and external advisors
Weekly check-ins (in person, phone or virtual)
Monitoring your finance inbox as dedicated your CFO
Quarterly strategic growth meeting
Cash reserves policy – improved financial sustainability
Finance Compliance Handbook – improved compliance, know what’s coming next
Our monthly retainer fees assume that your financial records are reasonably complete and up to date. Any significant historical catch-up, reconciliation or remediation work required to establish an appropriate financial foundation falls outside the standard monthly retainer and will be separately scoped and charged at our standard hourly rate. We will always discuss any such requirements and associated costs with you before proceeding.