More than just numbers
Growth and wealth creation focused accounting and business consultancy firm.
What we believe in
Combining your passion and purpose to build and grow your business profitably.
About

Who we are

We're a team of friendly financial experts with the skills to help guide your business on a path to a more sustainable financial future. We aim to take the complexity out of accounting and financial decisions and work alongside our clients as a true partner.

Learn More
Clients

Who we work with

We work closely with clients of all shapes and sizes, helping to optimise operations and guide financial decisions. We help businesses at every stage of their business cycle, Seed, Start-Up, Growth, Established, Expansion, Mature and Exit.

Learn More

Outsourced Finance Function

We offer all three outsourced roles to assist with your finance function requirements and budget.
- Virtual CFO
- Virtual Financial Controller
- Virtual Bookkeeper

Innovation and training

- Xero Setup & Training
- System Implementation & Training
- Finance Function Review and Tech Implementation Advice
- App Stack Advice and Implementation


Annual Workshops

- Annual Business Review & Strategy Workshop
- Pricing Workshop
- Team Budgeting Workshop
- DIY Finance for Founders Workshop

Tax Compliance Services

- Annual Tax Returns 
- BAS/IAS
- Tax Planning
- Tax Advisory
- FBT



Business Advisory Services

- Financial Modelling
- Capital Raising Process Support
- Business Structure Set-up
- Review and/or Restructuring
- Business Valuations
- Succession Planning
- Transactions & Exit

Bespoke Solutions

If you don’t see what you’re looking for, please call us to have a chat about what you need. Here at CFOWorx, we believe that if it’s a numbers related problem, we’ll be able to help!


Tax Compliance Services

- Annual Tax Returns 
- BAS/IAS
- Tax Planning
- Tax Advisory
- FBT



Business Advisory Services

- Financial Modelling
- Capital Raising Process Support
- Business Structure Set-up
- Review and/or Restructuring
- Business Valuations
- Succession Planning
- Transactions & Exit

Services

What we do

Outsourced Finance Function

We offer all three outsourced roles to assist with your finance function requirements and budget.

Tax Compliance Services

Bespoke Solutions

Here at CFOWorx, we are equipped to solve any numbers problem. We can tailor our services to meet the demands of your business. If you don’t see what you’re looking for, please get in touch.

We understand that every business is unique.
Through a personalised and practical approach, we tailor our services to suit your business needs.

business packages

Your virtual finance team

Our fixed fee plans are perfect for your business.

Small
Up to 10 employees & paperless  payables up to 75 transactions per month
Contract reviewed annually
Ongoing oversight from experienced  Financial Controllers
Quarterly strategic business review meeting
Customised monthly management reports inc. budget tracking
Xero or MYOB live setup for new & existing businesses*
Payroll for up to 10 employees
Up to 75 paperless transactions per month
Sales invoices reconciliations monthly as prepared by client 
Business bank account  reconciliations (with bank feeds)
BAS/IAS lodged electronically
Annual ATO payroll compliance &  payment summaries
All balance sheet reconciliations  (monthly)
-
Enquire
medium
Up to 25 employees & paperless  payables up to 150 transactions per month
Contract reviewed annually
Ongoing oversight from experienced  Financial Controllers
1hr monthly strategic business review meeting
Customised monthly management reports inc. budget tracking
Xero or MYOB live setup for new & existing businesses*
Payroll for up to 25 employees
Up to 150 paperless transactions per month
Sales invoices reconciliations monthly as prepared by client 
Business bank account  reconciliations (with bank feeds)
BAS/IAS lodged electronically
Annual ATO payroll compliance &  payment summaries
All balance sheet reconciliations  (monthly)
-
enquire
large
Up to 50 employees & paperless  payables up to 500 transactions per month
Contract reviewed annually
Ongoing oversight from experienced  Financial Controllers
1hr monthly strategic business review meeting
Customised monthly management reports inc. budget tracking
Xero or MYOB live setup for new & existing businesses*
Payroll for up to 50 employees
Up to 500 paperless transactions per month
Sales invoices reconciliations monthly as prepared by client 
Business bank account  reconciliations (with bank feeds)
BAS/IAS lodged electronically
Annual ATO payroll compliance &  payment summaries
All balance sheet reconciliations  (monthly)
-
enquire

Our other services charged for separately include:

Preparation of annual forecast and upload into accounting software (from $1,500** per entity)
Year-end tax planning by our in-house tax specialists (from $900** per group)
Annual statutory account and income tax return  preparation ($1,500-$5,000** per entity)

* Subscriptions are charged at cost, and our fixed fee services via monthly direct debit
**We will prepare tailored fee estimates prior to commencing any work

TESTIMONIALS

What our clients say

Juhani Onkalo
Head of eBanking, Tieto

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Roman Haraja
Tooling Engineer, Edgewell Personal Care

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Jack Bartlett
CEO KnowGood Digital

CFOWORX are amazing! Not only are they incredibly helpful and supportive, but it's fantastic to have an accounting partner who takes a genuine interest in our company. I feel like Shelin and the team have my back and provide me with considered, no nonsense financial advice that I haven't found from other accountants.

John Andersson
Founder & CEO, Peek-A-Boo

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Bob Penland
CTO, TruMethods

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
blog

Latest posts

Let's work together.

Don’t see what you’re looking for? Let's have a chat. Here at CFOWorx, we believe that if it’s a numbers related problem, we’ll be able to help!

Keep up to date with CFOWorx

Your name
Your email
Thank you! You've been added to our mailing list.
Oops! Something went wrong while submitting the form.