Strategic Fractional CFO & Advisory Services

We support Australian businesses by providing access to experienced fractional CFO’s and advisory services, without the cost or commitment of a full-time hire. Our team can integrate into your systems, providing expert guidance on forecasting, budgeting, cash flow analysis, capital raising, and structured reporting.

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Key benefits of fractional CFO & advisory services

1. Flexible access to senior-level support

Fractional CFO services offer access to experienced financial professionals on a part time or ontract basis. This service allows you to tailor your fractional CFO support to your requirements while reducing overhead and gaining the strategic insights of a highly qualified CFO.

2. Support with financial strategy and planning

CFO advisory services help to refine and develop your financial strategy. Experienced professionals can assist with financial modeling, budgeting, capital raising, planning &analysis while working within your systems and under your direction.

3. Scalable support as business needs evolve

As your business grows or priorities shift, CFO fractional services can be adjusted to meet your needs. This offers consistent support without necessarily needing to restructure yourinternal finance team or hire a dedicated CFO.

4. Improved cash flow visibility

Fractional CFO’s help your team maintain clear oversight of cash flow, enabling better planning and fewer surprises. This is particularly essential during periods of change or growth to ensure you have sufficient cashflow to accommodate this change.

5. Financial compliance oversight

Our professionals are trained in Australian standards and can assist with reviewing reports, identifying risks, and supporting compliance across your finance function contributing to more reliable oversight and ensuring accurate lodgements and calculations.

6. Structured reporting to support decision making

Our Fractional CFO’s work within your systems to deliver accurate, timely financial reporting, providing you with the insights needed for confident decision-making.

Our CFO advisory services

 

1. Financial strategy and roadmap creation
We gain a deep understanding of your business which allows us to provide support with long-term financial planning, including budgeting, forecasting and scenario modeling. Our professionals work alongside your team, integrating with your systems to help shape forward-looking strategies aligned with business goals.

2. Business valuation, mergers & acquisitions advisory
Our team can support key transactional activities by preparing financial models, reports, and supporting documents for valuations. This helps your in-house team manage the financial elements of complex business events.

3. Tax strategy and optimisation support
Fractional CFO’s trained in Australian tax legislation and accounting standards assist your team with reviewing financial transactions for accuracy and completeness. They help streamline workflows and can review your structure to ensure tax efficiencies.

4. Succession planning and exit strategy support
Our team can help with financial documentation and planning to support ownership changes or exits. This allows your business to approach transitions with data that supports informed internal decisions and supports exit discussions and negotiations.

5. Debt and capital structure advisory
Your internal finance team can draw on our support to assess funding requirements, review capital arrangements, and prepare relevant summaries. This helps maintain clear financial oversight during refinancing or capital restructuring.

6. Board reporting and financial presentations
Our team members can assist with preparing board reports and presentation materials. This includes organising financial data into clear, tailored formats that support your internal team and stakeholder discussions.

The role of a fractional CFO in your business growth

At different stages of growth, many businesses need structured financial insight without hiring a full-time CFO. S&B Private provides flexible support, tailored to your internal processes and business requirements.

As your business scales, access to accurate reports, insights and advice becomes critical. Our team works within your systems to help your finance function stay aligned with shifting priorities and demands as they change.

Why choose S&B Private for fractional CFO & CFO advisory services?

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We tailor support to suit your business structure, whether you’re an established SME or a growing start-up, we can structure a solution for your needs. With a focus on long-term partnerships, our scalable approach allows you to access fractional CFO support that pivots as your business evolves.

FAQs

  • What are fractional CFO services?

  • How can CFO fractional services benefit my business?

  • What are CFO advisory services?

  • What are outsourced CFO business advisory services?

  • What is the difference between CFO fractional services and CFO advisory services?