How we work together.
Our process is designed to be straightforward for busy founders, principals and owners. Here’s how we go from first conversation to a fully running finance department.
Clarity Call
You meet with Brett for 15–30 minutes to walk through your current setup, challenges and goals. We’ll ask a few focused questions and share initial observations on where we can help.
Finance Health Check
We review your accounting system, reports, payroll, cash-flow and any existing finance staff or suppliers. You receive a plain-English summary of what’s working, what’s missing, and the risks we see.
Good Ledger Plan
We design an outsourced finance department tailored to your business: scope, level of vCFO involvement, operating rhythm and pricing. You’ll see exactly what we’ll take on and what you can stop worrying about.
Run & Refine
We take over the day-to-day, implement the operating system, and start delivering clean numbers and clear insights each month. As your business evolves, we adjust scope and focus so finance keeps up with reality.
Choose the level of finance department you need.
Every business is different, but most of our clients fit comfortably into one of these tiers. We’ll confirm the right plan after your Finance Health Check.
Legal & dental practices: compliance-ready finance ops.
- Transactions processed & classified (within agreed volumes).
- Bank + balance sheet reconciliations; general ledger kept accurate.
- Payroll + BAS support (super + PAYG; excludes tax-agent lodgement).
- Month-end close incl. accruals, adjustments, and trust/clearing accounts (where applicable).
- Monthly management reporting (P&L, balance sheet, cash flow + practice/partner views).
- Audit & regulatory readiness support (Australian Taxation Office, payroll tax, super, trust, Medicare) within scope.
Built for practices with trust/clearing complexity and higher compliance expectations.
For simpler setups or early-stage teams.
- Bookkeeping and payroll handled to an agreed schedule.
- Basic monthly reporting and cash snapshot.
- Compliance-ready data for your tax agent.
- Email access for ad-hoc finance questions.
Early-stage startups, smaller practices, or businesses just moving off DIY spreadsheets.
Basic bookkeeping: tidy, reliable, month after month.
- Supplier invoices and receipts captured via Hubdoc or Dext.
- Routine transactions processed and classified (within agreed monthly volumes).
- Monthly bank reconciliations, plus key balance sheet reconciliations.
- Payroll and BAS support (super and PAYG; excludes tax-agent lodgement).
- Month-end close with standard accruals and balance sheet review.
- Basic monthly reporting (P&L and balance sheet).
- Optional add-on: regular vCFO sessions (additional cost; consult required).
For established small businesses that want clean books and a consistent monthly rhythm.
Your full finance department, outsourced.
- Everything in Basic Bookkeeping
- Higher-touch vCFO involvement (e.g. board/partner meeting attendance).
- Support for lender, investor or regulator relationships.
- Transition and handover from your existing team or providers.
- Custom reporting packs for partners, boards or investors.
Growing practices and businesses that want a complete finance function without internal hires.
Custom scopes available for multi-entity and group structures.
Results for founders, principals and owners.
From startups to specialist practices, our clients stay with us because finance stops being a headache and starts being an advantage.
businesses supported across Australia.
of revenue and capital overseen.
years of combined finance and vCFO experience.
