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.
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.
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.
Oversight
About 2 days a month- Monthly board pack and commentary
- Quarterly forecast
- Board meeting attendance
- CEO sounding board
Leadership
About 1 day a week- Everything in Board Partner
- Rolling forecast and annual budget
- 13 week cashflow
- KPI dashboard
- Leadership team meetings
- Lender and investor relationships
Ownership
About 2 days a week- Everything in Growth CFO
- Lead your finance team and external accountants
- Strategy, pricing and capital planning
- Transaction and board committee support
For the moments that define the company.
Each mandate is scoped and quoted individually, with a fixed fee and milestone billing.
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.
Let's talk about what is coming next.
A confidential, no obligation conversation. I reply within one business day.