Our Services
Strategic Financial Leadership, Delivered with Genuine Partnership
Growing a business is easier when you have a trusted CFO mate by your side — someone who brings clarity to your numbers, confidence to your decisions, and calm to the pressure that comes with running a business.
My CFO Mate gives SMEs flexible, high-impact financial support — with the expertise of a CFO and the genuine partnership of someone in your corner.
Fractional CFO Services
High-level financial leadership tailored to your business.
When you don’t have clear financial visibility, it’s harder to plan, decide, and stay in control. I help you understand your numbers, look ahead, and make decisions with more confidence.
What’s included:
- Cashflow forecasting & management
- KPI dashboards & performance reporting
- Scenario modelling & strategic planning
- Budgeting & financial roadmaps
- Board & owner reporting
- Profitability analysis
- Commercial insights for better decision-making
Perfect for SMEs who:
- Are growing quickly
- Need clarity and control
- Want strategic financial leadership
- Don’t need (or can’t justify) a full-time CFO
Engagement options: Monthly, fortnightly or weekly CFO support, tailored to your needs.
Business Partnering
Your sounding board, mentor, and strategic ally.
You don’t just need numbers — you need someone who understands your business, listens well, and helps you think through the decisions that matter.
This is where the “mate” in My CFO Mate really comes to life.
What’s included:
- Owner mentoring & support
- Accountability and clarity
- Decision support for key moments
- Regular check-ins (weekly, fortnightly, or monthly)
- Strategic planning sessions
- Guidance through challenges and opportunities
Perfect for SMEs who:
- Want a trusted advisor
- Need help thinking through decisions
- Value a relationship-driven approach
Systems & Process Improvement
Build a finance function that supports your growth.
Strong systems make it easier to run a stronger business. I help you improve the way your finance function works so it supports growth instead of slowing you down.
What’s included:
- Regular reporting design
- Financial controls & governance
- Workflow optimisation
- Month-end process improvement
- System and software recommendations
- Implementation support
Perfect for SMEs who:
- Are growing beyond basic bookkeeping
- Need better reporting
- Want smoother, more reliable financial operations
Banking & Funding Support
Get bank-ready and secure the right funding with confidence.
With deep experience working alongside banks and lenders, I help you prepare, package, and present your business in a way that builds trust and improves your chances of securing the right funding.
What’s included:
- Funding readiness assessments
- Support preparing lending applications and 3-way cashflow forecasting
- Cashflow improvement strategies
- Bank relationship management
- Financial modelling for funding proposals
Perfect for SMEs who:
- Need working capital
- Are expanding or investing
- Want a smoother, more successful funding process
Pricing Guide
Every business is different, so every engagement is tailored. But transparency matters, so here’s what you can expect:
- Fractional CFO retainers: tailored monthly support for growing businesses
- Day or Hourly rate: available for short-term or intensive support
You’ll always receive a clear scope, agreed deliverables, and no surprises.
How We Work Together
A simple, supportive partnership with a clear path forward.
- Free Chat We talk through your business, goals, challenges, and opportunities.
- Finance Health Check I review your numbers, systems, and key opportunities for improvement.
- 90-Day Plan We build a practical roadmap to create more clarity, control, and momentum.
- Ongoing Partnership You get monthly, fortnightly, or weekly CFO support tailored to your business and stage of growth.