CFO Services

How can a virtual CFO assist your small business?

Achieving business growth is no easy task. But what if we were to say that the key to achieving it is in your hands?

As a business owner, you may have heard of the term “virtual CFO” or “outsourced CFO services” but aren’t quite sure what it is or if your business needs one.

In short, a CFO (Chief Financial Officer) service provides highly skilled outsourced financial planning and analysis to companies virtually, on contract or in-house.

It’s all in the data, and our expert team can help you dive deeper than ever before into those numbers to identify opportunities for growth. We’re able to help with this because we’re doing it for ourselves.

We work with you, not just to present financial reports, but to identify new ways to grow your profits and your business through your business’ data and reports. Our CFO Services can assist with budget vs variance analysis, growth and profit strategies, virtual CFO and advisory boards.

Teaming up with our bookkeepers and accountants, we develop a strategy that works for your business now and for the future.

By working with an experienced CFO Services professional, you’ll benefit from their experience and knowledge to grow your business. How we can help you:

Strategy
Assisting you to ensure your business is listing-ready.
Report
Creating compliant general purpose financial statements.
KPI
Creating business KPIs such as creditor and debtor days.
Chess
Discovering new methods and avenues for business growth and profits.
Report and calculator
Ongoing compliance with auditors, tax professionals and policies.
Venture
Analysing the risk of new ventures you’re considering.

Advice tailored toyour business

A virtual CFO will add value to your business through their expert financial advice, while saving you on employing someone full-time in the role. Sometimes in business you end up in a cycle where you are just doing the same thing every day, without ever knowing if you’re making any progress.

Hiring a virtual CFO breaks this cycle by bringing in the right type of expert to not only help you track your progress but give you helpful tips on how to reach your business goals. Other benefits include:

  • Greater flexibility and availability since virtual CFOs can work with your business remotely
  • Reduced risk of hiring a full-time CFO who may not be the right fit for your company and,
  • Access to a wide range of business tools and expertise, including bookkeeping and budgeting services.
Man giving helpful business advice to clients

Frequently Asked Questions

Our CFO services include financial strategy, budgeting, forecasting, cash flow management, financial reporting and advising on financial decisions to help businesses achieve their goals.

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.

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.

Businesses of all sizes can benefit, from startups needing strategic financial planning to established companies looking to optimize financial performance.

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.

  1. Determine what services your business needs by analysing its current financial state and long-term goals.
  2. Research different CFO service providers and compare their qualifications, experience, and areas of expertise.
  3. 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.

Have your very own CFO with our virtual CFO services.

Contact us today Book a free consultation

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    Our Latest

    A local team dedicated to your business.

    Allison Gardiner - Carbon Group
    Allison Gardiner
    -
    PARTNER
    Bookkeeping & CFO Services
    Allison Gardiner
    PARTNER
    With over two decades working with small business owners in Melbourne, Allison understands what causes stress and how bookkeepers can implement systems and strategies to minimise it. Allison’s practice focuses on systems and automation, helping to make life easier for everyone.
    Gail Rogerson - Carbon Group
    Gail Rogerson
    -
    PARTNER
    Bookkeeping & CFO Services
    Gail Rogerson
    PARTNER
    Having experience in being a broad minded logistical thinker, Gail has the skillset to assess, plan and implement a project utilising the people and resources available to provide mutually beneficial results
    Wellington Takakura - Carbon Group
    Wellington Takakura
    -
    PARTNER
    Bookkeeping & CFO Services
    Wellington Takakura
    PARTNER
    Wellington joined us in 2019 when The Accounts Studio merged with us to launch Carbon Sydney. As a partner, Wellington takes pride in helping his clients work efficiently through automation, so they can focus on growing their business. Wellington is originally from Brazil, and moved to Australia in 2010 for a 6-month trip but never returned!
    Trudi Yip - Carbon Group
    Trudi Yip
    -
    PARTNER
    Bookkeeping & CFO Services
    Trudi Yip
    PARTNER
    Trudi joined us as a Partner in Sydney, following the partnership between her firm Numeric Eight and Carbon. Outside the office, Trudi enjoys spending time with her husband and their two Cavoodles, and can often be found still helping out the family business at the Sydney Markets.
    Marc Wiriadisastra - Carbon Group
    Marc Wiriadisastra
    CA
    PARTNER
    Bookkeeping & CFO Services
    Marc Wiriadisastra
    PARTNER
    Marc joined Carbon in 2017 as the establishing partner of our business advisory division, bringing along with him an excess of 7 years’ experience servicing a portfolio of international, listed, government and private clients. He enjoys providing financial support to his clients which results in their business growing.
    Dale Ettridge - Carbon Group
    Dale Ettridge
    CA
    PARTNER
    Bookkeeping & CFO Services
    Dale Ettridge
    PARTNER
    A Chartered Accountant with a background in Audit, Dale joined us as Manager - Enterprise Advisory looking for a new challenge. In less than a year, Dale became a Partner in our Bookkeeping & CFO Services division. One of Dale’s favourite parts about his work is the opportunity to get to know people, and he loves a good chat. 
    Kate Kapovic - Carbon Group
    Kate Kapovic
    -
    PARTNER
    Bookkeeping & CFO Services
    Kate Kapovic
    PARTNER
    Working in the financial services industry for the past seven years, Kate discovered her love of working with small businesses, being their back-end support and seeing them grow. In 2020, Kate became a Bookkeeping & CFO Services partner and works from our Mornington Peninsula office.
    Deb Vawdrey
    Deb Vawdrey
    -
    PARTNER
    Bookkeeping & CFO Services
    Deb Vawdrey
    PARTNER
    Deb has been in the financial services industry for over 20 years, most of which has been spent running her own bookkeeping business. Not only is Deb a registered BAS Agent, Xero and MYOB partner but she also spent a couple of years teaching Cert IV Financial Services (Bookkeeping). She also teaches yoga, loves local food and wine with friends and family and enjoying the outdoors.
    Jason Parish - Carbon Group
    Jason Parish
    -
    PARTNER
    Bookkeeping & CFO Services
    Jason Parish
    PARTNER
    Jason joined Carbon in 2020 as a partner within our advisory division. After successfully owning and managing Parish Business Services for many years, he made the decision to join our network to experience the benefits of a forward-thinking accounting firm with a passion for technology.
    Maree Hornsby - Carbon Group
    Maree Hornsby
    -
    PARTNER
    Bookkeeping & CFO Services
    Maree Hornsby
    PARTNER
    Maree has a Certificate IV in Accounting from Chisholm, and is a BAS Agent. Maree’s background includes working with Bunnings, Subway and the ABS. Maree is a problem solver, and when not working, spends time with her happily blended family with husband Matt, and four kids.
    Adrian Armstrong - Carbon Group
    Adrian Armstrong
    CA
    DIRECTOR
    Bookkeeping & CFO Services
    Adrian Armstrong
    DIRECTOR
    Adrian joins our Bookkeeping & CFO Services team with over 25 years of experience including senior roles at Ernst & Young and KPMG. He excels in strategic finance, M&As and risk management across diverse industries. With a strong focus on governance, project management and system implementations, Adrian's leadership spans finance, IT, HR and more. His strategic foresight and expertise in statutory reporting and compliance have been pivotal in guiding businesses towards growth and adaptation.
    Jack Schoppe - Carbon Group
    Jack Schoppe
    CA
    FINANCE MANAGER & CORPORATE ADVISOR
    Bookkeeping & CFO Services
    Jack Schoppe
    FINANCE MANAGER & CORPORATE ADVISOR
    With a background in auditing, Jack, a Chartered Accountant and an Associate of the Governance Institute of Australia, has 11.5 years of experience providing various audit/assurance services for listed, private and not-for-profit entities. Specialising in mining, technology and industrial sectors, he's worked in Perth, London, the Philippines and several other Australian cities. Outside of work, Jack enjoys golf, fitness, learning Portuguese, scuba diving, travelling and being a sports fanatic.
    Gavin Raimondi - Carbon Group
    Gavin Raimondi
    -
    SENIOR MANAGER
    Bookkeeping & CFO Services
    Gavin Raimondi
    SENIOR MANAGER
    As a Senior Manager, Gavin joins our Bookkeeping & CFO Services team in Osborne Park. After graduating from Curtin University with a Bachelor in Commerce (Accounting and Finance), Gavin has extensive experience in tax and commerce, particularly as a Financial Controller in manufacturing and logistics. He's passionate about football (both AFL and NFL) and enjoys picnics, family dinners and quality time with his wife, son and dogs.
    Ainslie Simpson - Carbon Group
    Ainslie Simpson
    -
    SENIOR CLIENT MANAGER
    Bookkeeping & CFO Services
    Ainslie Simpson
    SENIOR CLIENT MANAGER
    Ainslie joined the bookkeeping team at Carbon after completing her Cert IV in Financial Services at WiseClick Training. She’s responsible for the setup, training and troubleshooting within the bookkeeping department. Ainslie ran the financial side of her husband’s business whilst bringing up their two sons. Outside of work, Ainslie enjoys cooking, the beach and running. She’s even run a marathon!
    Lisa Cash - Carbon Group
    Lisa Cash
    -
    SENIOR CLIENT MANAGER
    Bookkeeping & CFO Services
    Lisa Cash
    SENIOR CLIENT MANAGER
    Lisa has a wealth of experience in accounts roles, entering the industry straight from school. Her clients thought it was hilarious when she got married and her surname became Cash; very appropriate for a bookkeeper! Lisa enjoys travelling, and spent three years touring round London and Europe in her 20s. Lisa has her Cert IV in Bookkeeping and is Xero certified.
    Madelein Combrink - Carbon Group
    Madelein Combrink
    -
    SENIOR CLIENT MANAGER
    Bookkeeping & CFO Services
    Madelein Combrink
    SENIOR CLIENT MANAGER
    Originally from South Africa, Madelein has a BA law degree and 10 years of work experience as a state prosecutor. She uprooted and moved to Australia in 2008 and now calls Perth home. Madelein had a complete career change, and gained her Cert IV in Financial Services, later achieving her MYOB and Xero certification. Her hobbies include a glass (or two) of wine and speeding on her jet ski.
    Jacqueline Cardeaux - Carbon Group
    Jacqueline Cardeaux
    -
    SENIOR CLIENT & QUALITY MANAGER
    Bookkeeping & CFO Services
    Jacqueline Cardeaux
    SENIOR CLIENT & QUALITY MANAGER
    An accountant with over two decades of experience, what Jacqueline enjoys most about the accounting industry is the opportunity to support clients in a variety of different industries. She also spent 12 years in Asia for a resort developer in the hospitality industry. Outside of work, Jacqueline loves travelling, gardening and watching her son play sport.
    Analita de Santana - Carbon Group
    Analita de Santana
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Analita de Santana
    CLIENT MANAGER
    Originally from South Africa, Analita began her career as an Assistant Accountant before moving to Brisbane and completing a Diploma of Accounting. Her family's entrepreneurial background influenced her passion for working with talented business owners and helping them with their books. Analita enjoys painting, reading, a good glass of wine and spends her free time learning to play the guitar.
    Deimer Meija Duran | Carbon Group
    Deimer Mejia Duran
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Deimer Mejia Duran
    CLIENT MANAGER
    Having previously worked for major corporations in a variety of different industries, Deimer brings a wealth of knowledge to Carbon. Being able to see the impact he can have on a business is what Deimer loves most about his role. Originally from Colombia, Deimer spends his weekends exploring Melbourne and trying new restaurants with his friends and family.
    Lani Walker - Carbon Group
    Lani Walker
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Lani Walker
    CLIENT MANAGER
    After moving from hotel management to vendor advocacy, Lani realised she didn’t know enough about bookkeeping and decided to complete a Cert IV in Bookkeeping. She quickly realised this was the career for her and has since completed a Diploma in Accounting. Lani loves the challenge of having a problem to work out and cannot stress the importance of having your books in order.
    Lisa Bergin - Carbon Group
    Lisa Bergin
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Lisa Bergin
    CLIENT MANAGER
    In between raising her four kids, Lisa has extensive experience in accounts, payroll and admin. Before Carbon, she worked in construction for 18 years and dabbled in running her own business. Now as a Client Manager, she loves problem solving and being in an inclusive environment. Passionate about the outdoors, Lisa loves to swim (eyes shut due to sharks), bike, run and spend time with her family camping.
    Liz Peacock - Carbon Group
    Liz Peacock
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Liz Peacock
    CLIENT MANAGER
    Liz became a Carbonite after her business Keeping Numbers partnered with us, bringing over 35 years of industry experience. She's a Registered BAS Agent and has run two successful bookkeeping firms. Liz loves crunching numbers and teaching others how to stay on top of theirs. When not working, she enjoys e-bike riding, traveling and spending time with family and friends.
    Lynn Winks - Carbon Group
    Lynn Winks
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Lynn Winks
    CLIENT MANAGER
    With 43 years in the workforce and 20 dedicated to bookkeeping, Lynn is an asset to our team. She's also a Registered BAS Agent and has a Cert IV in Accounting & Bookkeeping. Outside of work, Lynn enjoys a good cup of coffee, walking her dog, spending time with her family or catching up on sleep.
    Marianne Kontossis - Carbon Group
    Marianne Kontossis
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Marianne Kontossis
    CLIENT MANAGER
    Marianne’s passion for bookkeeping first started when she became the bookkeeper for her family business while raising her two children. This led her to complete a Cert IV in Accounting and Bookkeeping. Marianne quickly realised how beneficial it was to a business’ success to have your books in order. Marianne’s hobbies outside of work include reading, cooking and exploring Melbourne city with her family.
    Natalie Serrao - Carbon Group
    Natalie Serrao
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Natalie Serrao
    CLIENT MANAGER
    Having worked with us since 2012, Natalie started off as the bookkeeper for her husband's business. Since moving to Australia, she continued with her bookkeeping and joined the WiseClick team. She has her Cert IV in Bookkeeping and is currently studying for her Cert IV in Accounting. Natalie has a passion for photography and spends her spare time snapping away.
    Pujan Tamrakar - Carbon Group
    Pujan Tamrakar
    CPA
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Pujan Tamrakar
    CLIENT MANAGER
    Pujan is a Client Manager in our Bookkeeping & CFO Services team. A qualified CPA with over 8 years of audit experience, he transitioned to virtual CFO services two years ago. He holds an MBA in Finance from ECU. Pujan enjoys understanding business systems and implementing improvement strategies. Outside of work, he loves cooking, baking, camping, gardening and DIY projects with his family.
    Sam Leslie - Carbon Group
    Samantha Leslie
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Samantha Leslie
    CLIENT MANAGER
    With a Bachelor of Commerce and 2.5 years of experience as a Tax Accountant and Senior Bookkeeper, Samantha joins our Bookkeeping & CFO Services team as a Client Manager. Studying to be a Chartered Accountant, Samantha enjoys the diversity of clients and industries, coupled with opportunities to travel. Outside of work, Samantha enjoys reading, music, motorsport and time with family and friends.
    Sonia Perez Gomez - Carbon Group
    Sonia Perez Gomez
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Sonia Perez Gomez
    CLIENT MANAGER
    Originally from Colombia, Sonia has a Cert IV in Bookkeeping, Diploma in Business and a Degree in Business Management. Being a BAS Agent and having over 10 years of experience, Sonia loves to learn and make life simpler for her clients. Sonia has a passion for helping people and when not working, leads a full life with her young family and assisting Columbian students to get ahead.
    Cheryl Della Marta - Carbon Group
    Cheryl Della Marta
    -
    ONBOARDING & ACCOUNT MANAGER
    Bookkeeping & CFO Services
    Cheryl Della Marta
    ONBOARDING & ACCOUNT MANAGER
    With over 20 years of experience and a passion for business growth, Cheryl has managed finances in various sectors before joining Carbon as an Account Manager. She enjoys simplifying complex processes to help businesses prepare for the future. Cheryl is a Registered BAS Agent and holds a Certificate IV in Accounting and Bookkeeping and an Associate Degree in Business. Outside of work, she loves reading, playing the piano, skiing, and family BBQs.
    Vanessa Wong - Carbon Group
    Vanessa Wong
    -
    ONBOARDING & ACCOUNT MANAGER
    Bookkeeping & CFO Services
    Vanessa Wong
    ONBOARDING & ACCOUNT MANAGER
    With a double major from UNSW in Accounting & Business and Economic Strategies, Vanessa is a Certified Public Accountant and has over 15 years of experience. She works across a range of industries serving both small businesses and commercial entities. Passionate about treating clients' accounts as her own, she thrives on delivering optimal outcomes. Outside of work, Vanessa loves traveling, outdoor activities and making memories with her partner, puppy and loved ones.
    Annie Chan - Carbon Group
    Annie Chan
    CPA
    ACCOUNT MANAGER
    Bookkeeping & CFO Services
    Annie Chan
    ACCOUNT MANAGER
    With a Bachelor of Commerce, Annie (a Certified Practicing Accountant) has been in the accounting/bookkeeping industry for 25 years. Prior to joining us, she worked in retail for over 15 years and was rewarded with free shoes! When she's not balancing the books, Annie can be found cycling, hiking indulging in retail therapy or simply unwinding.
    Tapish Arora - Carbon Group
    Tapish Arora
    -
    ACCOUNT MANAGER
    Bookkeeping & CFO Services
    Tapish Arora
    ACCOUNT MANAGER
    With over seven years in accounting, including time at top global firms, Tapish holds a Masters of Professional Accounting. His expertise spans Xero software, client training and third-party integrations. Before accounting, Tapish spent time in HR and sales. A keen discussionist on stocks and the economy, outside work, Tapish is either at the gym, hiking or enjoying family weekends.
    Anish Shakya - Carbon Group
    Anish Shakya
    -
    DELIVERY TEAM LEADER
    Bookkeeping & CFO Services
    Anish Shakya
    DELIVERY TEAM LEADER
    Looking to develop his career, Anish moved to Australia in 2016 and completed his Masters in Accounting. Since 2019, he has been thriving, working with a diverse range of clients. Anish also deeply values the varied dynamics of his team. Outside of work, Anish enjoys hiking, graphic design and video games.
    Camille Enriquez - Carbon Group
    Camille Enriquez
    -
    DELIVERY TEAM LEADER
    Bookkeeping & CFO Services
    Camille Enriquez
    DELIVERY TEAM LEADER
    Holding a Master of Professional Accounting from UTS, Camille is now on her way to becoming a CPA. With over five years of bookkeeping experience spanning education, migration and recycling, she enjoys the diverse challenges and opportunities each day presents. A competitive swimmer for over two decades, Camille loves to spend her weekends diving into a good book and brunch with friends.
    Cynthia Wu - Carbon Group
    Cynthia Wu
    -
    DELIVERY TEAM LEADER
    Bookkeeping & CFO Services
    Cynthia Wu
    DELIVERY TEAM LEADER
    Cynthia has been helping SMEs across various industries since 2008, backed by a Diploma in Accounting and a Bachelor of Business Administration. She enjoys in diversifying her industry knowledge and streamlining accounting processes for clients, offering tech support when needed. Outside of work, Cynthia can be found at a spa or exploring different parts of Australia and enjoying fun family activities with her kids.
    Danushika Janahiram - Carbon Group
    Danushika Janahiram
    -
    DELIVERY TEAM LEADER
    Bookkeeping & CFO Services
    Danushika Janahiram
    DELIVERY TEAM LEADER
    Starting as a bookkeeper in Sri Lanka, Danu moved to Australia in 2019 and has 7 years of diverse accounting experience. Her qualifications include Chartered Institute of Management Accounting (CIMA UK), Bachelor in Human Resource Management and Masters of Accounting. Outside of work, Danu loves to cook and try new cuisines with her friends.
    Catherine Meagher - Carbon Group
    Catherine Meagher
    -
    SENIOR BOOKKEEPER
    Bookkeeping & CFO Services
    Catherine Meagher
    SENIOR BOOKKEEPER
    Catherine brings over a decade of bookkeeping expertise, with most of that time spent running her own bookkeeping business. Joining Carbon in 2023, she holds a Cert IV in Bookkeeping, a Diploma in Business Studies and a Bachelor in Accounting. Her interests outside of work include share and crypto trading, travelling and going to new restaurants, art expositions or movies.
    Jasmina Nesic - Carbon Group
    Jasmina Nesic
    -
    SENIOR BOOKKEEPER
    Bookkeeping & CFO Services
    Jasmina Nesic
    SENIOR BOOKKEEPER
    Jasmina's two-decade journey in bookkeeping spans numerous sectors including manufacturing, hospitality and real estate. Her expertise blossomed from working in law and accounting firms to running her own practice for 10 years. She finds joy in streamlining processes and enabling clients to focus on business growth. Off-duty, Jasmina loves to paint, explore art exhibitions, tend to her garden and relax by the beach with a good book.
    Kerri Jennings - Carbon Group
    Kerri Jennings
    -
    SENIOR BOOKKEEPER
    Bookkeeping & CFO Services
    Kerri Jennings
    SENIOR BOOKKEEPER
    With more than 15 years’ experience in the hospitality and building industries, Kerri is a true asset to our bookkeeping team. She previously lived in New Zealand for 23 years, before moving back to Australia in 2004. A mother of three, she enjoys spending the weekends with her family doing yoga or going for a nice long walk.
    Trish Whiting - Carbon Group
    Trish Whiting
    -
    SENIOR BOOKKEEPER
    Bookkeeping & CFO Services
    Trish Whiting
    SENIOR BOOKKEEPER
    With over 40 years’ experience in many industries, Trish has spent the last few years working her way up the accounting ladder. She is also currently completing a Cert IV in Accounting and Bookkeeping. What she enjoys most is helping clients make sense of their accounting systems. Outside of work, you’ll find Trish gardening, horse riding, staying active or socialising with her friends and family.
    Arbelle Llano - Carbon Group
    Arbelle Llano
    -
    BOOKKEEPER
    Bookkeeping & CFO Services
    Arbelle Llano
    BOOKKEEPER
    Arbelle joins our Swan Valley team with six years of experience in the bookkeeping industry and a Bachelor of Accountancy. What she loves most about the industry is that there is never a dull moment or lack of challenges. Arbelle’s knack for organisation extends beyond work, often leading to home makeovers. She also enjoys camping, travelling and being with her family.
    Belinda Worrad - Carbon Group
    Belinda Worrad
    -
    BOOKKEEPER
    Bookkeeping & CFO Services
    Belinda Worrad
    BOOKKEEPER
    Belinda, our newest bookkeeper from Bundaberg, pivoted from a rewarding career in education to finance, backed by a Cert IV in Accounting and Bookkeeping. Her interests outside of work include gardening, cooking and restoring cars and furniture. Belinda also loves to spend her weekends driving up the coast or inland to explore and find new hidden gems.
    Christina Stephens - Carbon Group
    Christina Stephens
    -
    BOOKKEEPER
    Bookkeeping & CFO Services
    Christina Stephens
    BOOKKEEPER
    Christina, with her Advanced Diploma in Accounting, transitioned from travel to finance, working originally as an accounts payable officer and now as a bookkeeper. Beyond work, Christina's passionate about reading, fitness and spending time with loved ones.
    Colleen Kemble - Carbon Group
    Colleen Kemble
    -
    BOOKKEEPER
    Bookkeeping & CFO Services
    Colleen Kemble
    BOOKKEEPER
    Colleen joins us with a Diploma in Accounting and 20 years of experience working with commercial construction, hospitality, health and retail businesses. On her way to becoming a Registered BAS Agent, Colleen enjoys liberating clients from the burden of paperwork, allowing them to pursue their passions. Outside of work, she balances her time between family sports activities and camping trips.
    Georgia Godden - Carbon Group
    Georgia Godden
    -
    BOOKKEEPER
    Bookkeeping & CFO Services
    Georgia Godden
    BOOKKEEPER
    Georgia joins our Gympie team as our newest Administration Assistant and in 2023 she stepped into the role of Bookkeeper. Her favourite part of her role is that she gets to meet and build lasting relationships with clients. Outside of work, Georgia enjoys gardening, cooking, reading and exploring new places outside of town.
    Heather Wilson | Carbon Group
    Heather Wilson
    -
    BOOKKEEPER
    Bookkeeping & CFO Services
    Heather Wilson
    BOOKKEEPER
    Heather joins us with over ten years of administration and payroll experience and is currently completing a Bachelor of Commerce. Heather’s favourite part of her job is getting to share that special moment with a client when they’re no longer stressed by their books. When she’s not at work, Heather enjoys spending time at the beach or watching movies with her family.
    Ingrid Garcia - Carbon Group
    Ingrid Garcia
    -
    BOOKKEEPER
    Bookkeeping & CFO Services
    Ingrid Garcia
    BOOKKEEPER
    With a string of qualifications and more than seven years of experience in the industry, Ingrid brings a wealth of expertise to the table. She got her start in the industry by helping her family establish a building company in Colombia and after five years of working in accounts receivable, she moved to Australia to start her own hospitality business. Outside of work, Ingrid loves to spend time with her family and dance to Latin music.
    Jaqueline Hobbs - Carbon Group
    Jacqueline Hobbs
    -
    BOOKKEEPER
    Bookkeeping & CFO Services
    Jacqueline Hobbs
    BOOKKEEPER
    Jacqueline fell into bookkeeping eight years ago and discovered a passion for order and efficiency. With a Cert IV in Bookkeeping & Accounting, she enjoys transforming financial chaos into streamlined success for small businesses. She also has a Post-Graduate Diploma in Human Resource Management and spent 13 years working in that field. Outside of work, Jacqueline enjoys a quiet weekend with her family.
    Josh Wiriadisastra - Carbon Group
    Josh Wiriadisastra
    -
    BOOKKEEPER
    Bookkeeping & CFO Services
    Josh Wiriadisastra
    BOOKKEEPER
    Currently in his first year of university, Josh joins us as a junior bookkeeper. Being relatively new to the industry, Josh enjoys being able to gain practical experience by working with his colleagues and clients. Josh’s hobbies outside of work include sports (basketball, AFL, MMA just to name a few!) and catching up with friends.
    Kris Murray - Carbon Group
    Kristy Murray
    -
    BOOKKEEPER
    Bookkeeping & CFO Services
    Kristy Murray
    BOOKKEEPER
    Kris joined us in late 2020 with a wealth of industry knowledge from customer service, retail, administration, accounts, and bookkeeping. She is an Affiliate member of the institute of Certified Bookkeepers (ICB). Having previously worked in small family business partnership she understands first-hand the challenges these groups face. She is a mum of two and when time permits, she loves to sew or read.
    Penni Ditchmen - Carbon Group
    Penni Ditchmen
    -
    BOOKKEEPER
    Bookkeeping & CFO Services
    Penni Ditchmen
    BOOKKEEPER
    Penni has been involved in the accounting industry since 1994 and brings to Carbon extensive knowledge in MYOB, GST and BAS. She prides herself in her ability to work closely with both her clients and alongside our accountants, making her an invaluable member of the team. Outside of work Penni runs a small online business specialising in custom made children’s clothing.
    Sandi Donehue - Carbon Group
    Sandi Donehue
    -
    BOOKKEEPER
    Bookkeeping & CFO Services
    Sandi Donehue
    BOOKKEEPER
    Prior to moving to Australia, Sandi completed a Bachelor in Business Administration at USC and worked in sales. She transitioned to finance after raising her kids, completing a Cert IV in Bookkeeping. Now with over four years at Carbon, she manages diverse accounts with precision and enjoys building trusted relationships. Passionate about sports, she plays competitive tennis and values outdoor moments with friends.
    Santi Yasay - Carbon Group
    Santi Yasay
    -
    BOOKKEEPER
    Bookkeeping & CFO Services
    Santi Yasay
    BOOKKEEPER
    After 13 years with Sydney Water Corporation as an accounts/customer service officer, Santi moved to Perth. While raising her two kids, she completed a Certificate IV in Bookkeeping and Accounting. She has 8 years of bookkeeping experience and has spent those years as a bookkeeper at 4 different accounting firms. Outside work, Santi likes travelling, going to the gym and spending time with family and her dogs.
    Tanya Dellaca - Carbon Group
    Tanya Dellaca
    -
    BOOKKEEPER
    Bookkeeping & CFO Services
    Tanya Dellaca
    BOOKKEEPER
    Having previously worked in retail payroll and payroll/industrial relations in the health sector, Tanya brings a wealth of knowledge to our bookkeeping team. Outside of work, Tanya enjoys watching her children play sport and catching up with friends.
    Alec Orlino - Carbon Group
    Alec Orlino
    -
    DELIVERY TEAM
    Bookkeeping & CFO Services
    Alec Orlino
    DELIVERY TEAM
    Starting his career in audit, Alec has previously worked for well-known international auditing firms. He holds a Bachelor of Accountancy and is currently completing a Master's in Accounting. He enjoys the continuous learning and networking opportunities. Outside of work, Alec is passionate about art, photography and sharing a drink (or two) with his friends.
    Anil Shrestha - Carbon Group
    Anil Shrestha
    -
    DELIVERY TEAM
    Bookkeeping & CFO Services
    Anil Shrestha
    DELIVERY TEAM
    Anil brings extensive experience from his roles as a Senior Account Officer in construction and Senior Executive in a multinational company in Nepal. Specialising in construction, he enjoys engaging with diverse professionals and ensuring robust financial frameworks for projects. A lover of table tennis and movies, Anil enjoys going to the beach with his family and friends.
    Arisa Shakya - Carbon Group
    Arisa Shakya
    -
    DELIVERY TEAM
    Bookkeeping & CFO Services
    Arisa Shakya
    DELIVERY TEAM
    Joining us with a Bachelor of Accounting and a Masters in Business Administration, Arisa has been making her mark in the industry for a year now. An adventurous foodie, Arisa loves discovering new recipes and restaurants. Outside of work, she loves quality time with her family.
    Mary Ann Cao - Carbon Group
    Mary Ann Cao
    -
    DELIVERY TEAM
    Bookkeeping & CFO Services
    Mary Ann Cao
    DELIVERY TEAM
    Mary Ann earned her Bachelor of Science (Accountancy) from the Philippines in 2013. With a decade of experience in bookkeeping and accounting across the US, Ireland and Australia, she's passionate about helping clients achieve financial freedom. Outside of work, she dreams of beach days, mountain climbing, films and diving into a great book with an iced coffee.
    Paula Morel - Carbon Group
    Paula Morel
    CPA
    DELIVERY TEAM
    Bookkeeping & CFO Services
    Paula Morel
    DELIVERY TEAM
    Paula, a CPA with over two decades of experience, started her career in audit before moving into management accounting and IT. Specialising in streamlining processes and enhancing financial literacy, she’s passionate about technology and cloud integration. Outside work, she enjoys the scenic beauty of Sydney's Northern Beaches, and loves to cook, ski, cycle and sing.
    Rashmi Manandhar - Carbon Group
    Rashmi Manandhar
    -
    DELIVERY TEAM
    Bookkeeping & CFO Services
    Rashmi Manandhar
    DELIVERY TEAM
    With over 11 years in retail, Rashmi excels in enhancing monetary controls through her strong analytical and organisational skills. Specialising in managing company accounts, tax payments and payroll, she values a culture that fosters personal growth. Outside work, she enjoys trail walks and making memories with her daughter and family.
    Shifa Mansuri - Carbon Group
    Shifa Mansuri
    -
    DELIVERY TEAM
    Bookkeeping & CFO Services
    Shifa Mansuri
    DELIVERY TEAM
    With a Masters in Commerce, Shifa is actively pursuing her CPA qualification. She also has an SAP FICO certification and an accounting technician certificate from ICAI. With six years of accounting experience under her belt, Shifa thrives on the challenges the industry brings, using her analytical skills to find solutions. Outside the office, she loves hiking, watching movies and listening to music.
    Sunsanee Chotsungnoen - Carbon Group
    Sunsanee Chotsungnoen
    -
    DELIVERY TEAM
    Bookkeeping & CFO Services
    Sunsanee Chotsungnoen
    DELIVERY TEAM
    Sunsanee brings over five years of bookkeeping experience a Master's Degree in Accounting from Central Queensland University to our Sydney team. Her passion lies in collaborating with diverse businesses and embracing the continual learning that the industry offers. When not navigating financial landscapes, Sunsanee enjoys cooking and exploring the world through travel vloggers on YouTube. Her ideal weekend is spending time with family, friends and her two beloved cats.
    Simone Colreavy | Carbon Group
    Simone Colreavy
    -
    PAYROLL MANAGER
    Bookkeeping & CFO Services
    Simone Colreavy
    PAYROLL MANAGER
    Originally from Ireland, Simone moved to Perth in 2012 and works in our bookkeeping team. Simone’s favourite thing about her role is that she can help her clients not only understand their numbers but help them improve their processes. With two young children, Simone’s weekends are pretty full with sports, dance classes and parties but she does love catching up with her friends for dinner.
    Simran Thind - Carbon Group
    Simran Thind
    -
    PAYROLL SPECIALIST
    Bookkeeping & CFO Services
    Simran Thind
    PAYROLL SPECIALIST
    Simran is a payroll pro who loves crunching numbers and working within a team. With two years of experience and a Bachelor of Accounting from La Trobe University, Simran helps clients navigate the accounting and tax side of their business. In her free time, Simran loves hanging out with family and friends, streaming Netflix, working out and trying new restaurants on weekends.
    Nashin Omar - Carbon Group
    Nashin Omar
    CA
    CLIENT SUCCESS SPECIALIST
    Bookkeeping & CFO Services
    Nashin Omar
    CLIENT SUCCESS SPECIALIST
    Nashin brings a rich blend of technical expertise and interpersonal skills from her background in external audit and financial reporting. As a Chartered Accountant with a double degree, she excels in engaging clients and teams alike. Nashin has lived in multiple countries (Bangladesh, Singapore, Scotland and South Korea to name a few!) and enjoys audiobooks, interior design and family time.
    Beth Goode - Carbon Group
    Beth Goode
    -
    OFFICE MANAGER
    Bookkeeping & CFO Services
    Beth Goode
    OFFICE MANAGER
    Beth joins our Bookkeeping team with 11 years’ experience working in the building and construction industry with a strong foundation in business administration. On the weekends, you can find Beth spending time with her family and friends.
    Samantha McAneney - Carbon Group
    Samantha McAneney
    -
    OFFICE ADMINISTRATOR
    Bookkeeping & CFO Services
    Samantha McAneney
    OFFICE ADMINISTRATOR
    Sam joined us in 2022 with over 20 years as an Early Childhood Educator. She thrives on supporting the team with various admin queries, embracing the daily challenges and continuous learning opportunities. She's passionate about swimming, yoga and coastal walks. On weekends, Sam enjoys spending the day at the beach with her family and their cavoodle, Maddie, after breakfast at their favourite local spot.
    Laura Lawson - Carbon Group
    Laura Lawson
    -
    OFFICE ADMINISTRATOR
    Bookkeeping & CFO Services
    Laura Lawson
    OFFICE ADMINISTRATOR
    Laura brings over 15 years of diverse administrative experience across multiple industries, including telecommunications, appliance repair centres, and gaming companies, to our esteemed Forrestdale team. When she’s not at work, you can find Laura drinking coffee, buried in a good book or enjoying a cosy weekend at home with her family.
    Carlene Lamperd - Carbon Group
    Carlene Lamperd
    -
    ADMINISTRATION ASSISTANT
    Bookkeeping & CFO Services
    Carlene Lamperd
    ADMINISTRATION ASSISTANT
    Carlene is one of our OG’s, having started with us back in 2018. She took some time off when she had her son and returned in 2022 to assist our Melbourne bookkeeping team. Even with a brief career break, Carlene has perfectly slid back into her role and it’s as if no time has passed. Outside of work, you’ll find Carlene enjoying a sleep in, going for walks and trying a new pub each weekend.
    Stefanie Balt - Carbon Group
    Stef Balt
    -
    PERSONAL ASSISTANT
    Bookkeeping & CFO Services
    Stef Balt
    PERSONAL ASSISTANT
    With a client-focused background in retail, recruitment and health and fitness, Stef joined our Bookkeeping & CFO Services team as a Personal Assistant, embracing (and excelling in) an industry she was unfamiliar with. Outside of work, Stef enjoys being the “cool” aunt, playing piano with a glass of red, and socialising with friends. Stef is also a fully qualified graphic designer and still likes to dabble when she has the time.

    Featured in

    Quotes

    Carbon Group have been an awesome investment to our business. Their staff are super friendly and extremely helpful and their knowledge in cost savings first class.

    Waterwise Landscaping

    Carbon have assisted us to become more in touch with our business' progress as it has grown and developed.

    The House of Honey

    Our experience with Carbon has been fantastic. Our bookkeeping costs are the same each week which is great as we were hourly before and the fluctuation was hard to track.

    Cherratta Lodge

    I have confidence in Carbon to complete our work to a high standard and deliver work on time.

    Capital Brewing Co

    Since starting with Carbon Group, not only do I have a much better overall understanding of my business, but more free time to actually carry out the work required.

    Edwards Electrical and Solar

    We have been impressed with Carbon ever since we changed over. We love how there is a seamless integration of the accounting department and the bookkeeping departments.

    Compose Photography

    Carbon is an integral part of our support network for achieving our organisation’s mission. We continually receive knowledgeable, timely and generous assistance from the bookkeeping team.

    Erin, Perth City Farm

    Fantastic serves, staff and very friendly. I would 100% recommend to anyone wanting a great accountant.

    Sam Madden

    Carbon Group are an amazing company and they certainly know what they're doing. Great staff, friendly and prompt service. I will recommend them to anyone!

    Nick Jones

    Carbon Group has helped reduced our bookkeeping and accounting costs by 50%.

    Waterwise Landscaping
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