CFO Advisory
What this service is
CFO Advisory provides senior-level financial oversight and strategic input for businesses that need more than reporting, but do not require a full-time in-house CFO.
This service focuses on interpreting financial information, identifying risks and opportunities, and supporting business owners with informed, timely decisions.
What we work on
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Reviewing financial performance and trends
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Improving visibility over cashflow and working capital
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Building and maintaining forecasts and budgets
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Supporting strategic decisions such as growth, investment or restructuring
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Preparing information for boards, lenders and stakeholders
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Comprehensive system, process and procedure design, execution and evaluation
How clients typically use this service
Most clients engage our award winning CFO Advisors on a regular and ongoing basis, allowing the advice to evolve alongside the business. This creates continuity, context and better decision-making over time.
Business Planning & Structuring
What this service is
This service focuses on how the business is structured and how it plans for future growth, performance and complexity.
It is designed to help business owners step back from day-to-day operations and review whether their current structure and strategy support where they want to go.
What we work on
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Reviewing business and entity structures
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Identifying inefficiencies or risks within current arrangements
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Developing structured business, financial and marketing plans
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Scenario planning for growth, change or transition
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Aligning financial strategy with operational goals
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Advanced Taxation review
When this service is most valuable
This service is often used when a business is growing, changing direction, experiencing complexity or preparing for its next stage.
Wealth Strategy
What this service is
Wealth Strategy connects business performance with personal financial outcomes for business owners.
Rather than treating business and personal wealth separately, this service takes a long-term view of how decisions made within the business impact the owner’s broader financial position.
What we work on
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Structuring profit and distributions effectively
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Investment company design and establishment
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Self Managed Super Fund (SMSF)
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Reviewing owner remuneration and cash extraction strategies
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Long-term financial planning and goal alignment
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Considering succession or exit-related implications (CGT)
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Coordinating strategy across business and personal priorities
How this fits into advisory relationships
Wealth Strategy is typically integrated with CFO Advisory and Business Planning to ensure decisions are aligned across all areas, ensuring your taxation is both effective and efficient
How These Services Work Together
While each service can address specific needs, long-term value is created when advisory support is coordinated and forward-looking.
CBS works with clients to ensure financial insight, planning and strategy are aligned, reducing fragmented advice and supporting more confident decisions over time.
A Structured Engagement Approach
Advisory relationships begin with an initial conversation to understand the business, challenges and objectives. From there, services are tailored to suit the stage, complexity and priorities of each client.
While there is no fixed model, we offer a fixed-fee service that allows engagements to evolve as the business does.