HIRE A VIRTUAL CFO SUPPORT TEAM

Strategic Financial Insights Without Full-Time Cost

Gain access to management reporting, budgeting, forecasting, Power BI dashboards, and CFO-level insights—helping businesses and accounting practices make informed, data-driven decisions.

  • Management
    Reporting & Dashboards
  • Budgeting,
    Forecasting & KPIs
  • CFO-Level Insights
    at Lower Cost
Hire a Virtual CFO Team Now

Outsourced Reporting, Analytics & Virtual CFO Services

Our Reporting & Advisory division provides firms and SMEs with Monthly Management Reports, Power BI Dashboards, Cash Flow Insights, Budget vs Actual reports, KPIs, and Virtual CFO support.

We transform your financial data into clear, decision-ready insights that help you manage performance, improve profitability and scale confidently.

Led by qualified CA/CPA professionals with Australian oversight, we deliver high-quality reports and strategic financial guidance tailored to your business.

Software We Use

We support and work with most Australian accounting and tax platforms:

✔ Microsoft Power BI
✔ Fathom
✔ Spotlight Reporting
✔ Futrli
✔ Float

✔ Financial Modelling

How We Charge

We offer flexible pricing models for Reporting, Analytics and Virtual CFO services, depending on the frequency, complexity and depth of analysis required.

Choose the model that best aligns with your practice or business needs:

Fixed Monthly Reporting Packages
Ideal for firms and SMEs needing monthly or quarterly management reports, Power BI dashboards, and performance insights. Includes:
  • Monthly Management Reporting
  • Power BI Dashboard updates
  • KPI tracking
  • Variance analysis
  • Cash flow summaries
  • Customised management pack
Pricing is based on number of entities, reporting complexity and volume of data.
Project-Based Pricing (Power BI & Advanced Dashboards)
Suitable for one-time Power BI dashboard builds, system migrations, analytics automation, and custom reporting templates. We provide a fixed quote upfront based on:
  • Number of dashboards
  • Data sources
  • Complexity of visuals
  • Required automation
  • Integrations needed
This ensures clarity and transparency before work begins.
Virtual CFO Monthly Retainer
For clients requiring ongoing advisory, strategic insight or financial leadership, we offer Virtual CFO services on a monthly retainer. Typical inclusions:
  • Strategic financial advisory
  • Board/management reporting
  • Budgeting & forecasting
  • Cash flow planning
  • Profitability review
  • Ongoing financial oversight
Retainer pricing depends on hours, depth of involvement and business size.
Dedicated Reporting Analyst / CFO Support (Full-Time or Part-Time)
A dedicated offshore analyst/Jr. CFO works exclusively for your firm or business, providing:
  • Daily/weekly insights
  • Reporting support
  • Management packs
  • Dashboard updates
  • Forecasting assistance
This model provides maximum continuity and cost efficiency.
Add-On Options (Optional)
  • Custom dashboards (Power BI, Excel, Google Data Studio)
  • Forecasting models
  • Budgeting frameworks
  • Consolidation reporting
  • CFO presentation packs
Contact Us

OUR FOCUSED INDUSTRIES

Industries We Serve

Hotels & Restaurant

Trades & Construction

Retail

Health & Fitness / Medical Practices

Automotive

NDIS / Childcare / Education

Vet / Pet Services

Real Estate

Tourism & Travel

E-Commerce

Franchises / Starting a Business

Healthcare

FREQUENTLY ASKED QUESTIONS

FAQs Before Starting off With Us

Unlock Insights and Find Solutions in our FAQ Page for Hassle-Free Knowledge! We have designed the questionnaire to address all your concerns.

Our services include management reporting, cash flow analysis, budgeting, forecasting, KPIs, Power BI dashboards, and advisory insights.

No. This service supports both SMEs and accounting practices offering CFO-level insights to their clients.

Yes. All reports and dashboards are customised based on business goals and decision-making needs.

We provide clear, actionable financial insights that help improve performance, profitability, and strategic planning.

STARTING IS EASY AND IMMEDIATE

YOUR ONBOARDING PROCESS

We make onboarding seamless so your outsourcing can begin in less than 24 hours.No setup fees. No long onboarding. No complexity.

Complete a short contact form

We schedule a call to understand your workflow, files and expectations

Sign a simple Services Agreement
(no minimums)

Receive secure portal access for data transfer

Arrange access credentials for your offshore team

Work begins immediately with full visibility & communication