CFO Advisory

Commercially focused, forward-looking financial intelligence and support to accelerate performance and scale.

Interested in gaining financial insights and would like to learn more about our expertise?

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The problem we solve

As businesses scale, financial complexity increases more rapidly than their capabilities. Leaders often have access to accounting or bookkeeping but no access to strategic finance. Businesses that rely on their Tax Accountant find they provide inputs, but rarely accept responsibility for forward-looking financial strategy or financial leadership.

Our CFO Advisory practice determines leads financial strategy, scenario modelling, capital planning, financial risk and opportunity management to drive results.

Without CFO-level discipline, companies experience:

  • An inability to translate complex financial data into a narrative that everyone can understand

  • Poor visibility of cash burn, margin movement or working capital

  • An inability to model growth scenarios, hiring plans or pricing strategy

  • Operational decisions that become detached from financial impact

  • Delayed or unclear reporting to boards and investors

  • Capital constraints that restrict growth and reduce valuation

  • Slow response to market shifts, risk signals or opportunity windows

We bridge the capability gap for organisations that need CFO-level thinking but are not yet at the scale or maturity to justify full-time executive overhead. Rather than replacing internal finance functions, we elevate them; enhancing the work of accountants, bookkeepers, tax specialists, and financial controllers with the strategic clarity, forecasting discipline, and commercial judgement required for growth. Our role is to connect operational finance with executive decision-making, ensuring the numbers being reported are understood, interpreted and converted into action. We stand alongside internal teams and external advisors to create a unified, forward-looking financial capability that can scale with the business.

Our approach

Our CFO Advisory delivery approach integrates strategic finance, commercial insight, risk control and execution support without the full-time salary burden. We operate as an extension of the leadership team, ensuring decisions are grounded in evidence, forecasting is forward-looking and grounded in commercial reality, and performance is measured, not assumed.

Our approach and capabilities includes:

  1. Real-world experience
    Our CFO Advisors are seasoned practitioners with decades of experience in CFO roles at sector-leading public and private companies across multiple jurisdictions. This depth of experience provides our clients with real-world experience.

  2. Financial Clarity & Reporting Discipline
    We provide commercially structured management accounts, unit economics, cash flow visibility and performance reporting that boards can trust. Our reporting is structured to meet the needs of our clients, from simple management accountsne to multinational group consolidated performance reports.

  3. Scenario Modelling & Forecasting
    Deep expertise in financial modelling, headcount planning, sensitivity analysis and valuation-linked forecasting to support decision-making. We are also adept at rapidly developing scenario models to support mergers and acquisitions, as well as capital opportunities.

  4. Performance & Margin Improvement
    Our CFO advisory is skilled at developing pricing models, revenue mix analysis, cost structure optimisation, and working capital management solutions.

  5. Capital Strategy & Funding Readiness
    We produce investor-grade financial modelling, data rooms, cap tables, due diligence inputs, and valuation logic for capital raising activities, financing and more.

  6. Finance Systems & Operating Rhythm
    Setting up or designing the finance function, reporting cadence, automation strategy, and controls for scalability and governance maturity.

  7. Advisor-Level Judgment, Not Spreadsheet Output
    Providing insight, challenge and commercial perspective — the difference between finance management and financial leadership.

Who we work with

Our clients come from diverse backgrounds and industries, seeking our support to solve unfamiliar commercial challenges or to augment their experience during critical periods of growth or transformation. Our CFO Advisory works with boards, executive teams, business owners and entrepreneurs as they scale their businesses, navigate major transactions or pursue significant strategic objectives.

We work predominantly with mid-market companies, high-growth scale-ups and founder-led organisations generating between $2 million and $200 million in annual revenue. Our work spans sectors with meaningful regulatory, operational or commercial risk exposures, including technology, defence, government consulting, energy-adjacent markets, digital services, manufacturing, professional services and health.

Support for companies that are experiencing financial difficulties

When businesses face financial strain, visibility, control, and pace of decision-making become critical. Auscorporate CFO Advisory is there to support organisations experiencing cash pressure, declining margins, arrears, or solvency risk by restoring clarity over their runway, reforecasting financial outcomes, stabilising liquidity, and guiding leadership through structured recovery pathways.

We model scenarios, identify cost levers, manage creditor engagement, and help determine whether restructuring, capital injection or commercial repositioning is required. Our role is to convert uncertainty into actionable direction, enabling leaders to navigate financial difficulty with discipline, confidence, and a clear path forward.

What we deliver

Clients who engage Auscorporate for CFO Advisory services benefit from integrated risk and opportunity management as part of our broader advisory work. We also provide risk and opportunity management as a standalone service for clients requiring targeted support for a specific scenario, transaction or strategic decision.

Our deliverables typically include:

  • Considered, timely advice that drives improved financial performance and reduces risk

  • Monthly CFO advisory and commercial reporting packs that include detailed management accounts and analysis

  • Board-level financial reporting and analysis

  • Forecasting, cash flow and scenario analysis models

  • Pricing, margin and unit economics modelling

  • Investor-ready data rooms and capital raise preparation

  • Financial due diligence support (buy-side or sell-side)

  • Budget design, performance targets and KPI frameworks

  • Finance function design and operating rhythm establishment

  • Working capital and cash-flow improvement plans

  • Reporting frameworks that support governance and risk visibility

  • FX management solutions

  • A trusted sounding board

Why engage us?

Auscorporate delivers CFO capability with the commercial judgement of executives who have operated at scale — not accountants working from the outside. Our experience spans listed multinationals, technology scale-ups, regulated sectors, and multi-entity private groups, giving us a practical understanding of cash burn, investor scrutiny, capital structure tension, financial reporting pressure and the speed required to execute under growth conditions.

We don’t just produce models — we interpret them, pressure-test assumptions, and guide leadership through decisions that materially influence valuation, runway, margin performance and growth trajectory. Where traditional firms focus on compliance, we focus on commercial acceleration.

Our clients do not come to Auscorporate for numbers; they come for judgment, challenge, clarity and conviction.

We provide:

  • Executive-level financial leadership — not accounting support or spreadsheet reporting.

  • Interpretation over output — our insight into our clients informs decisions, not static reporting packs.

  • Visibility of risk, runway, liquidity and turning points before they become constraints.

  • Experience inside real growth environments, where speed, capital efficiency and directional choices matter.

  • Forecasting that links to valuation, strategy and scalability, not just budgets and variance reports.

  • Financial leadership for boards, founders and investors, especially when internal capability is stretched or developing.

  • Independent thinking free from compliance-only framing, internal bias or institutional inertia.

Case Studies

  • Case 1 | Financial Structuring, Modelling & Growth for a Technology Startup client

    A technology company developing high-complexity decision logic and digital automation solutions engaged Auscorporate to provide CFO-level financial leadership as it prepared for scale. The business had strong market traction and significant IP value, but its operating structure, financial visibility and commercial model required refinement to support expansion into new export markets, attract external investment and safeguard core assets.

    Auscorporate undertook a strategic review of financial architecture, commercial maturity, entity structuring and IP protection. We developed a corporate group framework designed to separate risk, protect proprietary technology, and improve investment optionality while enabling the business to enter international markets without compromising governance or operational efficiency. This work was underpinned by detailed financial modelling, scenario forecasting and board-level reporting that strengthened decision-making confidence across the leadership team.

    Through structured engagement with existing accountants, legal advisors and key stakeholders, Auscorporate facilitated a transition to a modern, scalable group structure. The result was a clearer investment pathway, improved commercial transparency and a foundation that balanced regulatory risk, capital potential and IP security.

    In the following year, the group was acquired privately, supported by a financial and structural environment that was capable of withstanding investor scrutiny and enabling efficient due diligence. The groundwork laid through our CFO advisory and strategic finance work contributed not only to growth readiness but to the conditions that made a successful acquisition possible.

    “Auscorporate provided practical and considered advice to address structural challenges in our group of companies, delivering a solution that has positioned us for growth in new markets while protecting our valued IP.”  - CEO, Client.

  • Case 2 | Case Study — Cashflow Stabilisation, Forecast Visibility & CFO Intervention - Creative Agency client

    A high-growth digital consultancy engaged Auscorporate to strengthen financial oversight after rapid scale placed pressure on liquidity, forecasting certainty and decision discipline. Despite strong opportunity, the business was experiencing trading losses and uncertainty around runway timing. With a growing headcount, a rising delivery cost base, and uneven sales conversion, the business required CFO-level clarity to prevent cash flow pressure from constraining growth. 

    Auscorporate conducted a detailed review of the company’s financial position, including revenue pipeline reliability, monthly cash burn, employee cost loading and solvency indicators. We recommended enhancements to cash flow forecasting models, improved contract-to-revenue traceability, and the establishment of a more disciplined framework for financial decision-making. By designing scenario-based forecasts and linking revenue assumptions to verified contract data, we enhanced leadership visibility over risk, financial exposure, and operational trade-offs. 

    Working with the founders, we identified options to extend the runway, including structural cost adjustments, shareholder funding strategies and mechanisms to support short-term liquidity while long-range growth matured. Our advice enabled leadership to assess capital needs, prioritise decision pathways, and engage stakeholders proactively from a position of preparedness — not urgency.

    The outcome was a more controlled financial environment with enhanced forecasting reliability, cost-governance and stakeholder confidence. By stepping in at a critical point of scale, Auscorporate enabled our client to navigate risk with structure, understand its financial levers, and establish the conditions required to sustain growth while continuing their mission to deliver award-winning creative outcomes for their own clients.

  • Case 3 | Financial Restructure, Forecasting and Performance Stabilisation for a Cyber Security client

    A rapidly growing cybersecurity provider engaged Auscorporate to regain financial control, improve visibility over the runway and establish a pathway toward sustainable performance. The company had a strong market opportunity and a sizable sales pipeline, but its cost structure, cash position and financial controls required restructuring to support continued operations and protect business value.

    Auscorporate conducted a comprehensive CFO-level financial review, including an analysis of accounts, debt exposure, cost base, revenue timing, and operational spend. We developed multiple cash flow scenarios that modelled committed revenue, pipeline conversion assumptions and cost-reduction pathways, enabling the leadership team to clearly see capital requirements and strategic decision points for recovery and growth. 

    Working alongside the company’s accountants, we identified solvency risks early, allowing the business to proactively engage creditors and negotiate revised payment terms while maintaining operational continuity. Through CFO-grade modelling, we mapped the level of funding required to stabilise operations, restructure indirect labour costs and restore profitability under realistic pipeline conversion assumptions. We also implemented 6-month forecasting to support decision-making and reduce uncertainty around runway and investment needs.

    Our advisory support provided leadership with control, clarity and a roadmap to recovery. With an improved forecasting discipline, defined restructuring levers, and visibility over cash-flow timing, the business was positioned to secure capital, optimise its cost base, and return to profitability. By intervening early and establishing a structured financial response, Auscorporate helped the organisation move from reactive trading to strategic planning, transforming a high-risk position into a guided pathway for stabilisation and future growth.

FAQs

How is Aucorporate different to an accounting firm or tax advisor?

Traditional accounting firms focus on compliance, reporting and historical results. Auscorporate CFO Advisory practice operates in the forward direction; modelling scenarios, shaping commercial decisions, guiding capital strategy and improving financial performance. We translate numbers into decisions, actions and outcomes. That is where valuation, negotiation power and scale come from — not from tax compliance.

What is the difference to a factional CFO or outsourced finance manager?

Fractional CFOs vary widely — many sit in an operational rather than a strategic role. Auscorporate delivers executive-level financial leadership, linked to valuation, growth, capital structure and strategic execution. We do not only maintain reporting rhythm — we pressure-test decisions, challenge assumptions and guide performance transformation.

Can’t my accountant just “do the CFO work”?

Where accountants report on what has happened, we model what will happen — cash runway, profit forecast, funding needs, valuation impact, opportunity risk, pricing strategy, and growth capacity. Businesses that rely on accounting alone often don’t see problems until they’ve arrived.

Do you replace our internal finance team?

We strengthen them.

We augment accountants, controllers, and bookkeepers — giving them structure, decision logic, and commercial interpretation — so the organisation gains control, visibility, and executive-grade reporting without the headcount cost of a full-time CFO.

If you’re looking to outsource your entire financial function, we would be happy to help.

Will your advice withstand investor or board scrutiny?

Yes — that’s our benchmark.

Our reporting, modelling and decision frameworks are built for investor-grade review. Whether preparing for a capital raise, M&A, bank finance or board governance uplift, we ensure the numbers are explainable, defensible and strategically aligned

Do you have experience in supporting a capital raise or gaining finance?

Yes. We have extensive experience preparing the financial inputs and investment logic necessary to secure capital — whether through equity raising, private investment, bank finance, venture funding, structured credit, or Export Finance Australia support. Our work covers detailed forward forecasts, valuation modelling, scenario analysis, unit economics, investor-ready financial statements, and data room preparation.

We assist clients in demonstrating growth potential, mitigating perceived risks, and presenting a clear, defendable funding narrative that meets investor expectations. From shaping the financial story to guiding negotiations and responses during due diligence, we support leadership throughout the entire capital-raising process — not just the reporting behind it.

Do you work with Start-ups?

Yes. We regularly work with founders and early-stage teams to help them gain investor credibility by providing expert CFO Advisory services.

What we bring to a startup is deep experience in investor expectations, capital markets, commercial modelling and financial pragmatism.

We help founders strike the right balance between operating in a high-risk environment and capturing opportunities that are unique to an entrepreneurial context.

Can you help us evaluate opportunities when we’re unsure or worried about making the wrong decision?

Many founders hesitate to pursue new opportunities because the stakes feel high and the risks are difficult to see clearly. It is common to worry about overcommitting resources, diluting focus, entering the wrong market, losing cultural cohesion or taking on more complexity than the business is ready for. These concerns are valid, and addressing them properly is essential to making good decisions.

We help founders work through these fears with structured analysis, scenario modelling and independent guidance.

I believe my company is experiencing financial difficulties. Can you help?

Many founders hesitate to get help until it’s too late. Our CFO advisory service offers urgent support to companies seeking financial clarity.