CFO & Finance Function
All your tax, accounting & reporting led by your CFO.
Designed for SMEs seeking a team working together as one function with specialised CFO, business tax team and accountants all working coherently for your business.
Discuss Finance SupportOne Coordinated Finance Function
Strong financial decisions rely on strong finance operations.
For many growing SMEs, they require a specialised accounting team, including CFO support.
At The CFO Agency, we combine a team of business tax and accounting specialists with your fractional CFO support.
This is not the same as an accountant doing all roles - we have specialised skillsets and the team will do what they do best for your business. This is the same service the large corporate CEOs pay for, and we have now made this affordable and accessible to all SMEs.
Your CFO is your point of contact
Regular finance discussions about your business
Reliable reporting that supports commercial decisions
The same level of expertise, usually reserved for large corporates
Our Finance Operations Capabilities
End-to-end CFO led operational finance support.
Finance operation support designed to give Australian SMEs reliable financial data, clearer reporting and stronger visibility across bookkeeping, compliance, tax coordination and business performance.
Financial Reporting
Accurate monthly reporting and financial statements that give business owners clearer visibility over performance, cash flow and decision-making.
Bookkeeping & Processing
High-quality bookkeeping, transaction processing and finance administration to help keep business records accurate, current and reliable.
Payroll & Compliance
Payroll, superannuation, BAS and operational compliance support managed as part of a coordinated finance function.
Finance Systems
Xero, workflow and finance system support to improve data quality, reporting processes and operational efficiency.
Business Performance Reporting & Insights
Commercial reporting, KPI visibility and business performance insights that support forecasting, budgeting and strategic financial decisions.
CFO Integration
Finance operations integrated with virtual CFO services, fractional CFO support and outsourced CFO advisory for a connected finance function.
CFO-Led Finance Operations
Specialist finance support.
Led by your Virtual CFO.
Strong finance functions often require different areas of expertise working together. Tax compliance, bookkeeping and operational accounting are specialist disciplines. Strategic reporting, forecasting, commercial analysis and executive financial leadership are specialist skill sets as well.
The CFO Agency model combines both. Businesses receive the support of a specialist SME tax and accounting team together with CFO advisory oversight — coordinated under the leadership of a senior virtual CFO.
Your virtual CFO oversees the broader finance function to help ensure compliance, reporting, financial visibility and business performance insights work together in a commercially meaningful way.
Importantly, businesses do not need to move their existing accountant to access CFO advisory support. We regularly work alongside internal finance teams and external accountants where appropriate, adding strategic financial leadership, executive-style reporting and commercial decision support.
Finance Function Oversight
Senior Virtual CFO Oversight
Your CFO oversees reporting, financial visibility, budgeting, forecasting, business performance insights and strategic financial direction across the broader finance function.
Specialist SME Tax & Accounting Team
- Bookkeeping and transaction processing
- BAS, payroll and compliance support
- Tax coordination and operational accounting
- Reliable financial data and reconciliations
- Finance administration and reporting support
CFO Advisory & Business Performance Insights
- Executive-style financial reporting
- Forecasting, budgeting and cash flow visibility
- Business performance reporting and insights
- Commercial decision-making support
- Strategic financial leadership and oversight
CFO-Led Process
From accurate records to decision-ready insight.
A structured finance operations process designed to connect specialist accounting, tax and compliance support with virtual CFO oversight, executive-style reporting and commercial decision-making.
Define what you need to know
Your virtual CFO works with you to clarify the reporting, visibility and financial insights your business actually needs.
Complete accounting, tax and compliance
The specialist SME tax and accounting team manages bookkeeping, BAS, payroll, tax coordination and compliance support.
Interpret the numbers
Your CFO reviews the financial information, adds interpretation and analysis, and prepares executive-style reporting aligned to business priorities.
Discuss risks and opportunities
Your CFO reviews the insights with you, identifies key risks and opportunities, and helps clarify what matters before decisions are made.
Discuss Finance Support
Ready to build a stronger finance function?
Speak with The CFO Agency about CFO-led finance operations, virtual CFO services, reporting, tax coordination and commercial decision support for your business.
Business Performance Reporting & Insights
Reporting that shows what you actually need to see.
Strong finance operations should not only keep records accurate. They should help business owners understand performance, cash flow, profitability and the operational drivers behind the numbers.
Our CFO-led model is designed to turn reliable accounting data into business performance reporting and insights that support forecasting, budgeting, commercial decisions and strategic financial planning.
Cash Flow Visibility
Clearer visibility over cash inflows, outflows, working capital pressure and short-term cash requirements.
Profitability Insights
Reporting that helps identify margin pressure, service-line profitability and where commercial performance can improve.
Forecasting Support
Finance operations structured to support rolling forecasts, budgeting, scenario planning and future decision-making.
Executive-Style Reporting
Clear, commercial reporting designed for founders, directors and SME leaders who need decision-ready financial information.
A Connected Finance Function
More than bookkeeping.
A CFO-led finance process.
The CFO Agency brings together specialist SME accounting and tax support with virtual CFO oversight, so your finance function is not limited to compliance alone.
Your CFO leads the process — connecting bookkeeping, tax coordination, reporting, cash flow visibility, business performance insights and strategic financial direction into one coordinated finance function.
Define what you need to know. Your virtual CFO works with you to clarify the reporting, visibility and financial insights your business actually needs.
Complete the accounting, tax and compliance work. The specialist accounting and tax team manages bookkeeping, BAS, payroll, tax coordination and compliance support.
Translate accurate numbers into executive-style reporting. Your CFO reviews the financial information, adds interpretation and analysis, and prepares reporting aligned to your business priorities.
Discuss risks, opportunities and decisions. Your CFO reviews the insights with you, identifies key risks and opportunities, and helps clarify what you need to know before making decisions.