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?

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.

Man giving helpful business advice to clients

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.

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.

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.

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.

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
    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.
    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 business in the bookkeeping space. 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.
    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. 
    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!
    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.
    Roger Hawley | Carbon Group
    Roger Hawley
    CA
    PARTNER
    Bookkeeping & CFO Services
    Roger Hawley
    PARTNER
    Roger joined Carbon in 2021 when his firm, Hawley Accounting, partnered with our Brisbane office. With his extensive advisory experience and skill set, Roger can help you lift your business to the next level. A fun fact about Roger is that he’s fluent in Japanese, so if you’re planning a trip and looking for a unique experience, Roger would be a great person to talk to.
    Ryan Finkelstein - Carbon Group
    Ryan Finkelstein
    CA
    DIRECTOR
    Bookkeeping & CFO Services
    Ryan Finkelstein
    DIRECTOR
    Before joining Carbon, Ryan worked in auditing for 10 years, where he divided his time between Perth and Singapore. He also has four years of commercial experience having worked in both London and Bali. He values the role of being a trusted business advisor and enjoys delivering practical, fit-for-purpose, quality solutions that is fundamental in growing a client’s business. Outside of work, Ryan enjoys spending time with his family and friends.
    Terrence Chong - Carbon Group
    Terrence Chong
    CA
    ENTERPRISE MANAGER
    Bookkeeping & CFO Services
    Terrence Chong
    ENTERPRISE MANAGER
    Terrence is a Chartered Accountant with a Bachelor’s degree in Commerce (Accounting and Marketing) and over 15 years of experience in taxation, business services advisory, business process optimisation and insolvency and restructuring. Terrence loves that through his role, he’s able to not only work with clients from a variety of industries but that he can use data and insights to help them grow their business. After work, you can find Terrence playing badminton, watching movies or spending time with his friends.
    Pru Cameron - Carbon Group
    Pru Cameron
    -
    PRACTICE MANAGER
    Bookkeeping & CFO Services
    Pru Cameron
    PRACTICE MANAGER
    Pru joined us in 2022 after a successful partnership with her bookkeeping firm, Benchmark Business Works. Pru has been working in the bookkeeping industry for over 30 years and is a personal member of the professional bookkeepers’ association, the Institute of Certified Bookkeepers. Pru is also a registered BAS agent. A wife and mother of two, she enjoys scrapbooking and family tree research.
    Jessica Bell | Carbon Group
    Jessica Bell
    CA
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Jessica Bell
    CLIENT MANAGER
    Before joining the Carbon team, Jessica worked in business advisory tax for 5 years. She has a Bachelor of Business and Commerce (major in accounting), and is a Chartered Accountant. Jessica is passionate about helping business owners take control of their business by implementing efficient accounting and bookkeeping technology. In her spare time, Jessica sings in a folk band, and likes to get to the gym.
    Lisa Cash - Carbon Group
    Lisa Cash
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Lisa Cash
    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
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Madelein Combrink
    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 her home. Madelein had a complete career change, and studied in Australia to gain her Cert IV Financial Services, later achieving her MYOB and Xero certification. Her hobbies include a glass (or two) of wine with friends, and speeding on her jet ski.
    Jackie Crook | Carbon Group
    Jackie Crook
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Jackie Crook
    CLIENT MANAGER
    Having worked in the bookkeeping industry for 20 years, Jackie brings a heap of knowledge and experience to our Brisbane team. Being able to pull data together to present real business concerns is something that Jackie finds really rewarding about working in bookkeeping. When she’s not at work, you can find her exploring hidden gems in Brisbane with a book and glass of wine in hand.
    Keziah Fitzgerald - Carbon Group
    Keziah Fitzgerald
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Keziah Fitzgerald
    CLIENT MANAGER
    Keziah has a Diploma of Accounting and is working towards her BAS agent registration. She is always ready to help others and is passionate about her work. Outside of work she loves to travel and is most likely to stop to pet dogs on a walk.
    Chantel Gouges | Carbon Group
    Chantel Gouges
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Chantel Gouges
    CLIENT MANAGER
    Chantel joins our Bookkeeping & CFO Services team in Osborne Park as our newest Client Manager. With her she brings years of experience working in a variety of administration and bookkeeping roles. Chantel completed a Bachelor of Commerce majoring in accounting and plans to further her studies through the CA/CPA program. When she’s not ubering her kids around, Chantel is always up for a new adventure, whether that be camping, going to concerts or exploring new trails.
    Maree Hornsby - Carbon Group
    Maree Hornsby
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Maree Hornsby
    CLIENT MANAGER
    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.
    James Lukin - Carbon Group
    James Lukin
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    James Lukin
    CLIENT MANAGER
    After working in a small family practice for four years, James discovered that adding value to his clients’ businesses was what he was most passionate about and decided to continue on this career path. After four years, he graduated from Curtin University with a Bachelor of Commerce (Accounting). After taking a small break to work in agriculture, James returns to the industry and joins our Bookkeeping & CFO Services team in Osborne Park. A lover of the outdoors, outside of work you can find James either camping, fishing, sailing or hiking a hidden trail somewhere in the bush.
    Malcolm Ng - Carbon Group
    Malcolm Ng
    CPA
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Malcolm Ng
    CLIENT MANAGER
    Malcolm joins our Osborne Park bookkeeping team with more than 15 years of experience in accounting for mining, medical and agricultural businesses. On top of being a CPA, Malcolm also has a Bachelor of Commerce. His favourite thing about the industry is being able to provide a high level of service to his clients and making sure their financial needs are met. Outside of work, you can find Malcolm either spending time with his Border Terrier, Buster, gardening or going for a swim at City Beach.
    Sonia Perez Gomez
    Sonia Perez Gomez
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Sonia Perez Gomez
    CLIENT MANAGER
    Sonia, originally from Colombia, 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 customer service and business 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.
    Matthew Reynolds - Carbon Group
    Matthew Reynolds
    CPA
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Matthew Reynolds
    CLIENT MANAGER
    With 20 years of experience in the finance industry and a string of qualifications, Matthew is a great asset to our Brisbane team. Extremely analytical and a whiz with numbers, Matthew loves helping his clients understand their business data and achieve their financial goals. One of his work highlights involves working with a client throughout their business journey and helping them settle comfortably into retirement. Matthew’s perfect weekend is golf in the morning, followed by a few beers with friends while watching the footy and a nice Sunday brunch with his partner overlooking the water.
    Natalie Serrao - Carbon Group
    Natalie Serrao
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Natalie Serrao
    CLIENT MANAGER
    Natalie has been with the company since 2012. Originally from South Africa, Natalie worked for 10 years doing the bookkeeping 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.
    Ainslie Simpson - Carbon Group
    Ainslie Simpson
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Ainslie Simpson
    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!
    Paul Singh - Carbon Group
    Paul Singh
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Paul Singh
    CLIENT MANAGER
    A man with many passions, Paul joins our Brisbane team with a Master of Accounting and a Post Graduate Diploma in Financial Management from CQUniversity Sydney. Having run his own business, Paul understands first-hand the struggles small business owners face. His hobbies outside of work include watching movies, listening to podcasts, reading, fishing and spending time with his family.
    Laura Windus - Carbon Group
    Laura Windus
    CA
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Laura Windus
    CLIENT MANAGER
    By all reports, Laura is a lifesaver and a valued member of the team. She somehow juggles work and family and is a pro at both. She leads a very active lifestyle and enjoys outdoor activities with her 2 young children. A big sports fan, Eagles supporter specifically which causes a bit of tension in the bookkeeping department. Laura Graduated from Curtin in 2010, with Bachelor of Commerce (with Distinction).
    Belinda Cantwell | Carbon Group
    Belinda Cantwell
    -
    CLIENT SERVICES
    Bookkeeping & CFO Services
    Belinda Cantwell
    CLIENT SERVICES
    Seeking a better work/life balance, Belinda completed her Cert IV in Accounting and Bookkeeping, in July 2020, after having been in the Public Service Industry for 17 years. On the weekends, she can be found baking or camping with her family. Belinda’s favourite place she’s travelled to is Egypt. She finds the history, architecture, and culture fascinating and if it weren’t for her photo evidence, she could easily believe that it was a dream.
    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.
    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.
    Penni Ditchmen - Carbon Group
    Penni Ditchmen
    -
    BOOKKEEPER
    Bookkeeping & CFO Services
    Penni Ditchmen
    BOOKKEEPER
    Penni has been involved in the accounting industry since 1994. From these years of experience, she brings to Carbon her 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 ordered all over Australia and overseas.
    Beth Goode - Carbon Group
    Beth Goode
    -
    BOOKKEEPER
    Bookkeeping & CFO Services
    Beth Goode
    BOOKKEEPER
    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.
    Deimer Meija Duran | Carbon Group
    Deimer Mejia Duran
    -
    BOOKKEEPER
    Bookkeeping & CFO Services
    Deimer Mejia Duran
    BOOKKEEPER
    Having previously worked for major corporations in a variety of different industries, Deimer brings a wealth of knowledge to our Mount Waverley team. Being able to see the impact he can have on a business is what Deimer loves most about working in the bookkeeping industry. He also loves being a key player in helping them achieve their business goals. Originally from Colombia, Deimer spends his weekends exploring Melbourne and trying new restaurants with his friends and family.
    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 faced by those in a sole trader/partnership and small business operation. She is a mum of two and when time permits in her spare time, she loves to sew or read.
    Anju Shukla - Carbon Group
    Anju Shukla
    -
    BOOKKEEPER
    Bookkeeping & CFO Services
    Anju Shukla
    BOOKKEEPER
    Having joined us in 2021, Anju brings with her a Master’s Degree in Commerce (Banking & Finance) and 6 years’ worth of experience in accounts. Fun fact about Anju was that she was a part time teacher in India. Outside of work, you can find Anju cooking, practising yoga or spending time with her two children.
    Sara Taylor - Carbon Group
    Sara Taylor
    -
    BOOKKEEPER
    Bookkeeping & CFO Services
    Sara Taylor
    BOOKKEEPER
    After three years of experience in the bookkeeping industry, Sara joins our Forrestdale team with a wealth of knowledge. A lover of the outdoors, Sara loves to spend time with her family and go hiking, horse riding and biking. She recently visited Rottnest Island and fell in love with the crystal-clear waters.
    Heather Wilson | Carbon Group
    Heather Wilson
    -
    BOOKKEEPER
    Bookkeeping & CFO Services
    Heather Wilson
    BOOKKEEPER
    Heather joins our Swan Valley team with over ten years of administration and payroll experience and is currently completing a Bachelor of Commerce, majoring in Accounting and Taxation. 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 bookkeeping requirements. Getting to know her clients and the industry they work in is also a big bonus in Heather’s eyes. When she’s not at work, Heather enjoys spending time at the beach or watching movies with her family.
    Josh Wiriadisastra - Carbon Group
    Josh Wiriadisastra
    -
    JUNIOR BOOKKEEPER
    Bookkeeping & CFO Services
    Josh Wiriadisastra
    JUNIOR BOOKKEEPER
    Currently in his first year at UWA studying a Bachelor of Commerce (Accounting and Finance), Josh joins our Bookkeeping & CFO Services team in Osborne Park as a junior bookkeeper. Being relatively new to the industry, Josh enjoys being able to gain practical experience working with clients and being able to help them with their books. Josh’s hobbies outside of work include sports (basketball, AFL, MMA just to name a few!) and catching up with friends.
    Larne Ryland - Carbon Group
    Larné Ryland
    -
    PAYROLL SPECIALIST
    Bookkeeping & CFO Services
    Larné Ryland
    PAYROLL SPECIALIST
    Before moving into payroll/finance four years ago, Larné worked in the oil and gas industry for 10 years, initially starting out in health and safety as an administration specialist. Larné loves that no day is ever the same and that there’s always new opportunities to find positive and effective solutions for clients. Outside of work, Larné enjoys boxing, hot yoga, going for long walks, picnics by the beach and hosting dinner parties for friends.
    Simone Colreavy | Carbon Group
    Simone Colreavy
    -
    PAYROLL SPECIALIST
    Bookkeeping & CFO Services
    Simone Colreavy
    PAYROLL SPECIALIST
    Originally from Ireland, Simone moved to Perth in 2012 and hasn’t looked back since. She started her career back in Ireland after completing a Bachelor of Business Studies majoring in Accounting and Finance. Simone’s favourite thing about working in bookkeeping is that through her role 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.

    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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