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Services

Five ways to engage. One standard of work.

Start with a diagnostic, retain me as your CFO, or bring me in for a specific mandate.

01 Finance DiagnosticFixed fee · 3 weeks A review of your reporting, forecasting, cash, controls, systems and board information. You receive a board ready findings pack and a 90 day roadmap, at a fixed fee.
02 Fractional CFOMonthly retainer Ongoing CFO leadership: board packs, rolling forecasts, 13 week cashflow, KPI dashboards, lender and investor relationships, and a seat at the board and leadership table.
03 Capital and TransactionsProject mandate Capital raise readiness, buy or sell side M&A support, IPO readiness, strategic financial models and pricing reviews. Fixed fees with milestone billing.
04 ASX Listed Company SupportSeason or retainer Half year and full year results, ASX announcements, investor presentations, underlying earnings reconciliations and Audit and Risk Committee papers.
05 AI Finance Function BuildProject and managed Design and build of a modern finance engine: automated management reporting, KPI dashboards and an AI assistant your executives can question in plain English.

What I do

Lead the finance function. Strategy, forecasting, board and investor reporting, capital, transactions and systems. I set the standard for your numbers, direct the output and quality assure it.

Fractional CFO retainers

Defined by outcome, not by the hour.

Three levels of commitment, each with defined deliverables. Scale up for a raise or a deal, scale down when things settle.

Board Partner

Oversight

About 2 days a month
Fixed monthly fee
  • Monthly board pack and commentary
  • Quarterly forecast
  • Board meeting attendance
  • CEO sounding board
Discuss Board Partner
Growth CFO · Most chosen

Leadership

About 1 day a week
Fixed monthly fee
  • Everything in Board Partner
  • Rolling forecast and annual budget
  • 13 week cashflow
  • KPI dashboard
  • Leadership team meetings
  • Lender and investor relationships
Discuss Growth CFO
Embedded CFO

Ownership

About 2 days a week
Fixed monthly fee
  • Everything in Growth CFO
  • Lead your finance team and external accountants
  • Strategy, pricing and capital planning
  • Transaction and board committee support
Discuss Embedded CFO
Fixed monthly fee, scoped to your needs 3 month minimum, then 60 days notice Interim CFO cover available by arrangement
Capital and transaction mandates

For the moments that define the company.

Each mandate is scoped and quoted individually, with a fixed fee and milestone billing.

MandateScope
Capital Raise ReadinessInvestor model, data room, equity story, investor deck and Q&A preparation.
M&A SupportValuation model, financial due diligence, negotiation support and integration planning. Buy or sell side.
IPO ReadinessReadiness assessment, reporting uplift, segment and underlying earnings framework, prospectus financial support.
Board Pack and KPI RedesignA board pack that links operating KPIs to financial outcomes, with narrative and templates.
Pricing and Revenue ReviewPricing architecture, packaging and yield analysis, with an implementation plan.
Strategic Financial ModelFive year, three statement model with scenarios, built for boards and lenders.
Questions

What boards and founders ask first.

Your bookkeeper records transactions and your accountant handles tax and compliance. A CFO looks forward: forecasting, capital, pricing, board and investor reporting, and the decisions that change the value of the business. I work alongside your existing advisers and hold the numbers to a higher standard.

Yes. Small and micro cap listed companies are a core focus. I can support results seasons, ASX announcements, investor presentations, segment and underlying earnings disclosures, and Audit and Risk Committee papers, either for a reporting season or on an ongoing retainer.

I prepare the business for a raise: the investor model, data room, equity story, investor materials and Q&A preparation, and I support you through investor and lender conversations. I don't act as a broker or arrange securities; I work alongside your corporate adviser where you have one.

Fractional means an ongoing part time CFO, typically two to eight days a month. Interim means full time cover for a defined period, such as parental leave, a resignation or a transaction. I offer both.

Every engagement has a fixed fee agreed up front: a fixed monthly retainer for ongoing CFO work, and a fixed project fee for diagnostics and transaction mandates. No hourly billing and no surprises. After our first conversation I send a short proposal with scope and fees, usually within two business days.

Melbourne. I work with clients across Australia, on site for board meetings and key milestones and remotely in between. I have also worked across the US, Brazil and South Korea, so cross border groups are familiar territory.

Get started

Let's talk about what is coming next.

A confidential, no obligation conversation. I reply within one business day.