Strategic finance Cash flow & forecasting Sydney based

Virtual CFO Services — Boardroom Finance Without the Full-Time Salary

Get the strategic financial leadership your business needs — cash flow forecasting, budgeting, KPI reporting and profit planning — from an experienced Virtual CFO at Numerix Accounting, for a fraction of the cost of a full-time hire.

Sydney based, serving businesses across Australia · Call 1300 595 155

Virtual CFO reviewing financial reports and cash flow forecasts for a growing business — Numerix Accounting
CFO-levelStrategy & insight
MonthlyReporting & reviews
13-weekCash flow forecasts
FlexibleScale up or down anytime
Our partners & the apps we work with
Numerix accounting software partner logos Numerix professional accreditation and app partner logos Numerix cloud accounting and finance app logos
What we do

Financial leadership, on demand

A Virtual CFO gives you the strategic thinking of a Chief Financial Officer without adding a six-figure salary to your payroll. We work alongside you to turn your numbers into decisions — planning cash, protecting margins and funding growth.

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Cash Flow Forecasting

Rolling 13-week and long-range cash flow models so you always know what's coming, can cover commitments and never get caught short.

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Budgeting & Planning

Annual budgets and scenario plans that set clear targets, then track actuals against them so you can course-correct early.

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KPI & Board Reporting

Plain-English monthly dashboards on the numbers that matter — margins, revenue drivers and profitability by product or job.

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Profit Improvement

We pinpoint where margin leaks, pricing gaps and cost creep are hurting profit, then build a plan to fix them.

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Funding & Lending

Get finance-ready. We prepare the numbers lenders want and support your raise — see our finance & lending services.

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Growth & Strategy

From pricing to expansion and exit planning, we sit in your corner as a true advisory partner through our business advisory services.

Is it time?

Signs your business needs a Virtual CFO

Most owners reach for a Virtual CFO when the business has outgrown "just bookkeeping" but isn't ready for a full-time CFO. If any of these sound familiar, it's time for a conversation.

You're profitable but cash is tight

Sales are up yet the bank balance doesn't reflect it. A CFO fixes the gap between profit and cash.

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You're flying blind on numbers

Decisions are made on gut feel because reporting is late, unclear or non-existent.

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Growth has stalled or scaled chaotically

You're busy but not more profitable, and you're unsure which levers to pull next.

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You're raising finance or planning an exit

Lenders, investors or buyers want numbers you don't currently have ready.

How it works

Getting started is simple

Discovery call

We learn your business, goals and pain points in a free, no-obligation session.

Financial health check

We review your accounts, cash position and reporting to find quick wins and risks.

Your CFO plan

You get a tailored scope — forecasting, reporting and strategy at the cadence you need.

Ongoing partnership

Regular reviews, live dashboards and a CFO on call as your business grows.

Why Numerix

A finance partner, not just a report

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Commercial, not just compliant

We go beyond tax and books to help you actually make more money and sleep better at night.

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Cloud-native & real-time

Built on Xero and connected apps, so your numbers are live — not three months old.

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One team, end to end

Accounting, bookkeeping, tax and CFO advisory under one roof — no hand-offs.

Questions

Virtual CFO FAQs

What is a Virtual CFO?

A Virtual CFO is an outsourced Chief Financial Officer who provides strategic financial leadership — forecasting, budgeting, reporting and advisory — on a part-time or as-needed basis, so growing businesses get CFO expertise without a full-time salary.

How is a Virtual CFO different from an accountant or bookkeeper?

Your bookkeeper records what happened and your accountant keeps you compliant. A Virtual CFO is forward-looking — using those numbers to plan cash, improve profit and guide decisions. They work best together; see our accounting services for the compliance side.

How much does a Virtual CFO cost?

Far less than a full-time CFO, who can cost $200k+ a year in Australia. Virtual CFO engagements are a fixed monthly fee scoped to your needs, so you get senior financial input at a predictable, affordable price.

What size business needs a Virtual CFO?

Typically businesses turning over roughly $1m to $50m that have outgrown basic bookkeeping but aren't ready to hire a full-time CFO. If cash, profit or growth decisions keep you up at night, it's worth a conversation.

Do you work with my existing accountant?

Yes. We can complement your current accountant or handle everything in-house — accounting, tax planning and CFO advisory together for a seamless picture.

Explore more

Related Numerix services

Ready for CFO-level clarity on your numbers?

Book a free, no-obligation strategy call with a Virtual CFO at Numerix Accounting. We'll review where you are and show you exactly how we can help you plan cash, lift profit and grow with confidence.

Book your free strategy call Or call us on 1300 595 155