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CFO Services
Achieving business growth is no easy task, especially when financial complexities stand in the way. Many businesses struggle with cash flow uncertainty, compliance challenges and a lack of financial visibility, leading to missed opportunities for scaling.
A Virtual CFO (Chief Financial Officer) provides expert financial planning and strategic insights without the overhead cost of hiring a full-time CFO. Whether you’re a mid-sized business, ASX-listed company, Not-for-Profit or corporation, our Virtual CFO services ensure financial stability, compliance and data-driven decision-making to help you scale sustainably.
It’s all in the data, and our expert team helps you dive deeper than ever before to uncover new growth opportunities. We don’t just present financial reports—we provide actionable insights to improve profits, manage risks and drive business success.
By teaming up with our bookkeepers and accountants, we develop a custom financial strategy that works for your business now and in the future.
Financial Strategy & Planning
Helping businesses become listing-ready with structured financial strategies for sustainable growth.
Compliance & Financial Reporting
Creating compliant general-purpose financial statements to meet industry and regulatory standards.
KPI Tracking & Performance Analysis
Establishing key financial performance metrics, including creditor and debtor days, for business stability.
Business Growth & Profit Strategies
Identifying new revenue streams and profitability strategies to help businesses scale effectively.
Regulatory Compliance & Tax Support
Ensuring full compliance with tax regulations, auditors and industry financial policies.
Risk & Investment Analysis
Assessing new ventures and investment opportunities to reduce financial risks and maximise returns.
Why Choose aVirtual CFO?
Many businesses find themselves stuck in a financial rut, making decisions without truly understanding their financial trajectory. Without expert guidance, cash flow problems, inefficient budgeting and regulatory risks can limit business potential.
A Virtual CFO provides the financial clarity you need, offering:
- Scalable financial leadership: A cost-effective alternative to hiring a full-time CFO.
- Real-time insights: Ensure your financial data drives business growth.
- Tech-powered solutions: Leveraging cutting-edge financial software for efficiency and accuracy.
How Carbon's CFO Services Can Make a Difference
What sets Carbon CFO Services apart:
- Industry Expertise: Specialised financial strategies for a range of businesses (including ASX-listed companies, not-for-profits and corporations).
- Customised Support: A tailored approach that evolves with your business.
- Proactive Advisory: We don’t just report; we offer strategic solutions for profitability and compliance.
- Seamless Integration: We work alongside your finance team to enhance efficiency.
Take Control of Your Business Finances!
Have your very own CFO with our virtual CFO services.
VeinTech Case Study
VeinTech, a Perth-based medical technology start-up, is revolutionising vein visualisation with VeinWave, a handheld device for improving cannulation procedures. As a growing start-up, they faced challenges in financial structuring, compliance, and securing investment, lacking in-house financial expertise.
Carbon stepped in as their virtual CFO. We supported them with capital raising, cash flow forecasting, tax compliance, payroll, and investor reporting, helping them secure Seed Funding and streamline operations. With Carbon’s guidance, VeinTech can now focus on scaling and innovation, knowing their finances are in expert hands.
Frequently Asked Questions
Virtual CFOs have become more popular in recent years as it’s a way for small and medium businesses to experience the benefits of expert financial advice without having to fork out a full-time salary.
We work with mid-to-large businesses, ASX-listed companies, not-for-profits and Aboriginal corporations, ensuring compliance and strategic financial planning tailored to each industry.
A virtual CFO provides the experience and expertise which normally costs in excess of over $100K for only a faction of the cost. It allows small to medium businesses to enjoy the benefits of having a Chief Financial Officer without having to employ someone internally. Other benefits include helping improve profitability and providing guidance on making informed decisions about your company’s financial future.
Yes, Virtual CFO services can be tailored to meet the specific needs and goals of your business.
Our services are ideal for medium to large businesses, including companies that are scaling rapidly, preparing for listing or managing complex finances.
Companies that stand to benefit most from virtual CFO services are rapidly growing businesses with complex financial needs. If your business falls into this category and you don’t have the in-house expertise to manage your finances adequately, then a virtual CFO could be just what you need to take your business to the next level.
A virtual CFO can also help if you are:
- Struggling to make informed financial decisions.
- Wasting money on unnecessary expenses.
- Needing help to develop long-term financial goals.
Have a virtual CFO for a lower cost than having a person in the role, with the investment starting at $1000 per month. Contact us to let us know what you’re looking for and we’ll tailor our service for you.
- Determine what services your business needs by analysing its current financial state and long-term goals.
- Research different CFO service providers and compare their qualifications, experience, and areas of expertise.
- Contact each potential CFO service provider to understand better their approach to financial management and how they will help your business succeed.
You should engage with your virtual CFO at least quarterly to discuss your business and plan a pathway forward. That way, you can identify any possible issues before they cause problems for your business and ensure you’re on track to reach your business goals.
CFO services complement your existing team, providing high-level strategic oversight while your team handles day-to-day financial tasks.
Yes, a CFO can assist in securing funding, managing investor relations and providing insights to attract potential investors.
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