Strategic Virtual CFO services for growing businesses
Your books of accounts tell a story about where your business is headed; we help make sure it is the right one. At CleanSlate Accounting, we provide Virtual CFO services that support businesses across Australia and New Zealand.
With years of experience and a team of more than 100 qualified accountants, we support businesses with budgeting, forecasting, and financial reporting. We work with cloud-based platforms such as Xero, QuickBooks Online, and MYOB to give you timely insights you can actually use.
Our CFO advisory services are for businesses that want visibility, direction, and accountability without hiring a full-time CFO. We help you understand your numbers, plan ahead, and avoid costly surprises. If you are ready to improve how you manage your finances and make decisions, book a call with us today.
Let's discussWhat do you get with our
Virtual CFO support?
Reports that support better decisions
We review your bank activity each month, match every transaction to your records, and resolve differences so your accounts remain accurate and reliable.
Fewer surprises and lower risk
We review your bank activity each month, match every transaction to your records, and resolve differences so your accounts remain accurate and reliable.
Focus on the numbers that matter
We review your bank activity each month, match every transaction to your records, and resolve differences so your accounts remain accurate and reliable.
Predictable planning and forecasting
We review your bank activity each month, match every transaction to your records, and resolve differences so your accounts remain accurate and reliable.
Improved profitability
We review your bank activity each month, match every transaction to your records, and resolve differences so your accounts remain accurate and reliable.
Long-term business stability
We review your bank activity each month, match every transaction to your records, and resolve differences so your accounts remain accurate and reliable.
Is a Virtual CFO right for your business?
This service is designed for businesses that have moved beyond day-to-day bookkeeping but still lack the insight and guidance needed to make confident decisions.
It is a good fit if you:
Are growing but lack visibility over cash flow
You are generating revenue, but it is not always clear where the money is going or
whether upcoming obligations will be covered comfortably.
Feel unsure about budgeting, forecasting, or
profitability
You know these numbers matter, but you are not confident that the figures you are
working with are reliable or forward-looking.
Receive reports but struggle to turn them into actions
You have access to financial reports, yet they do not clearly show what needs attention
or what decisions to make next.
Want CFO-level guidance without adding a full-time salary
You need senior financial input, but hiring a full-time CFO is not practical or
cost-effective at this stage.
If any of these sound familiar, a Virtual CFO can give you the structure, insight, and ongoing support needed to manage growth with confidence.
How does our Virtual CFO support
work in practice?
Our process provides smooth integration and expert financial guidance
to help drive your
business forward. Here’s how it works:
Assess financial position
We begin by reviewing your current financials and understanding your business goals. This allows us to identify challenges and opportunities, aligning our strategy with your growth objectives.
Tailored financial strategy
Your Virtual CFO develops a personalised plan that includes budgeting, forecasting, and clear KPIs. This approach ensures that each financial decision supports your long-term success.
Ongoing support & guidance
We offer regular, actionable insights through reports and strategy sessions to help you make informed decisions and keep your business on track for growth.
Why do businesses choose CleanSlate for Virtual CFO support?
Here are just a few key reasons why businesses trust us to drive their financial success:
Make strategic business decisions: Our Virtual CFOs create reports, forecasts, and metrics that help drive business strategy, improve decision-making, and deliver value beyond standard compliance reporting.
Reduce manual work and errors: Our team integrates automation into everyday financial workflows. This reduces manual effort and improves consistency across reporting processes.
Benefit from experienced financial leadership: Our Virtual CFOs bring years of experience across industries and business models. We apply proven approaches while meeting local compliance expectations.
Get a dedicated Virtual CFO: We assign a dedicated Virtual CFO to work closely with each business. Our Virtual CFO operates as an extension of your internal finance team.
Receive timely financial support: Our Virtual CFO specialists support businesses in New Zealand time zones. Financial queries are addressed without unnecessary delays.
Reduce operating costs: Hire our Virtual CFOs and reduce your operational cost by up to 70% without compromising on accuracy or quality.
Contact us
Frequently
asked questions
A Virtual CFO is a finance professional who provides the same high-level expertise and strategic guidance as a traditional, in-house CFO, but without the full-time salary and overhead. At CleanSlate Accounting, our Virtual CFOs work remotely, meaning they are not physically based in your office but operate as part of your team through digital tools and regular virtual meetings.
By leveraging secure, cloud-based systems, they deliver financial reporting, forecasting, and planning in real time, offering a cost-effective and flexible solution for small and medium-sized businesses that need expert financial leadership without the commitment of hiring an on-site executive.
A bookkeeper manages the day-to-day operations, such as invoicing, payroll, bank reconciliation, and GST lodgments. An accountant focuses on compliance, ensuring your tax obligations are met and your records are accurate and up to date.
A Virtual CFO, on the other hand, is a strategic advisor who brings deep financial insight to your business. They concentrate on forecasting, budgeting, scenario modelling, financial planning, pricing strategy, and improving overall business performance. This high-level support helps business owners scale with greater confidence and clarity.
If a bookkeeper keeps your car running and the accountant ensures it is road-legal, the Virtual CFO is the navigator who helps you choose the best route and avoid costly detours.
Our Virtual CFOs work closely with you and your internal team to drive your business forward. Services typically include:
- Monthly and quarterly management reporting
- Cash flow forecasting and scenario analysis
- Budgeting and variance analysis
- Strategic advice on growth, investment, and pricing
- Financial health checks and risk management
- KPI development and performance monitoring
- Planning for capital expenditure, funding, or exit
We don't just deliver numbers, we deliver clarity. We help you understand what’s happening in your business and what needs to change.
You will receive monthly and quarterly financial reports that provide practical insight into how your business is performing. These include:
- Profit and loss performance analysis
- Balance sheet commentary
- Cash flow forecast and analysis
- Variance reports compared to the budget
- KPIs tailored to your business, such as margin, revenue per employee, and cost per acquisition
- Actionable insights, not just spreadsheets
The reporting helps you understand what’s working, what needs attention, and where to focus in order to improve financial outcomes and support better decision-making.
Our pricing depends on the level of support you need, the complexity of your operations, and the frequency of reporting and strategic sessions. That said, our clients typically spend 70% less than they would on a full-time CFO, while still getting access to senior financial leadership.
We offer monthly packages to ensure predictable costs. During your free consultation, we’ll learn more about your business and provide a custom proposal with no surprises or hidden fees.
While ROI varies by business, clients typically report improved profitability, stronger cash flow, fewer financial surprises, and more informed decision-making. For example, we have helped businesses:
- Reduce unnecessary costs by 15–20%
- Improve cash flow forecasting accuracy by 80%
- Enhance budgeting and forecasting for better resource allocation
- Strengthen financial controls and reduce risk
You are not just paying for a service, you are investing in tangible financial improvements that drive business performance.
Book a call with our Business Development Team
Secure your business's financial future with our outsourced virtual CFO service. Book a call for expert guidance, strategic planning, and personalised solutions to achieve stability and growth.