Your Very Own CFO At A
Fraction Of The Cost

Take control of your company’s finances with a suite of easy-to-use tools that give you all the information you need at a glance. From personal consultations to integrated financial dashboards, William Advisory Group was built to take your business from where it is to where you know it can be.

Book A FREE 30-Minute Consultation

Why an Outsourced CFO?

When business owners think of their company’s financial tasks, a few things usually come to mind: tax returns, bookkeeping and BAS statements to name a few.

While important, these are all reactive aspects of your business that are squarely in the domain of accountants.

If you want someone who can forecast and futureproof the financial health of your business, find ways to add free cash flow and dig into the specifics of your business model to improve your bottom line, you want an Outsourced CFO.

Forecast your growth

Futureproof your financial health

Add free

Improve your bottom line


Dijo Constructions

Working with Josh Hardy, Director & Founder of Dijo, we prepared a tailored, actionable plan with a 12-month forecast aimed at improving profitability and driving revenue growth.

The process, plan and execution allowed us to unlock monthly free cash flow by 25%, grow revenue by 100%, reduced statutory costs by $100,000 per year and improve profit by 200% year on year.

We’ll help you prepare, plan & execute your 6-12 month goals.

Benchmarking Reports & Industry Insights

We provide benchmarking reports with industry insights, which are key elements of a successful business in your industry.

Top-to-bottom Business Review

After becoming familiar with your desires and goals, we perform a top-to-bottom business review, improve margin, reduce costs and look for that “low hanging fruit” that will offer immediate, measurable results.

Fresh set of eyes

We offer a fresh set of eyes that helps eliminate the “boiling frog” analogy. We provide a comprehensive reimagining of your business and business model. We don’t just cut costs, we drive revenue growth, increase margins, maximise efficiencies and improve processes.

Tailored advice for business growth

We are your independent financial experts who focus on providing you with tailored advice that will drive your business’ growth.

Next-level strategic financial resources

Our experienced professionals have the qualifications and experience to offer you strategic financial advice. This allows your business to access high level financial and strategic thinking without the excessive cost of hiring a full-time salaried CFO or financial advisor.

Overcome your business’ weakness

Your business will benefit from the expertise, guidance and mentorship that an outsourced CFO provides, maximising your business’ strengths and creating strategies to overcome its weaknesses.

Let’s chat over a coffee

Get in touch

The Most Important Question: Who Are You?

You’re a successful business person. You’ve taken an idea and a dream and you’ve turned it into a reality. Maybe you brought your company up from when it was a one-man operation. Maybe you took over a thriving enterprise with a responsibility to keep it running smoothly and expand its influence.

Now you’re here, you’re bringing in a significant amount of cash and from the outside in everything looks fine. Sales are steady, employees are happy, and yet for some reason, you’re stagnating. You’re not growing as quickly as you want. You know you’re leaving money on the table.

But having a nagging sense that your business could be doing more doesn’t help if you don’t do anything about it.

That’s where we come in. With our years of experience and a fresh set of eyes, we can identify the issues you can’t because you’re too close to the problem.

So, who are you? You’re an entrepreneur who is ready to stop treading water and start having your company live up to its full potential.

Trusted by Multi-Million Dollar Companies

From local businesses to enterprise companies, our clients consistently rate us 5 stars for helping make them more lean & profitable.

Bora KenderFounder, Salespond

William Advisory Group has provided SalesPond with both Financial & Strategic advice that has been invaluable to our success

Sam EbeidDirector, EA & Associates

I refer all my clients, friends and family to William Advisory Group. I never realised how much I needed their services until I hired them. I am extremely thankful to William Advisory, I doubt we could have achieved as much as we did without them.

Joshua HardyDijo Constructions

Teamwork divides the tasks and multiplies the success! Our best investment to date, Outsourced CFO by William Advisory

Paul DardaganBounce Rehab

The team at William Advisory Group have been very helpful in improving our business strategy and processes. Jake and his team have helped my company (bounceREHAB) to develop a strong strategic model and I have no doubt they will continue to add value to us in the future. I highly recommend Jake to anyone.

David FenessyBilt Beta Constructions

William Advisory has provided our business with exceptional service, delivering outstanding results on any task for which engaged. WA genuinely care about their client, and go above and beyond to provide guidance and spearhead strategies where required. I will absolutely use again in the future.

Dina SaadSix Degrees

William Advisory Group have been great to work with, they’ve helped us reorganise and streamline our finance structure and processes. I would definitely recommend that other businesses utilise their outsource CFO services. They were honest and added real value to our bottom line.

Who Is William Advisory Group & Why Are We Worthy Of Your Trust?

William Advisory Group is an Outsourced CFO firm located in Pyrmont, NSW. But that’s not who we are.

We are a group of highly qualified professional business consultants with over 50 years experience in a wide array of industries.

Through our experiences, we’ve seen what works and what doesn’t.  We’ve gained brand new insights and have overcome an unbelievable number of obstacles in over a dozen different industries. We’re problem solvers. We’re fixers. We get things done. We’re your team of experts.

Frequently Asked Questions

To help you make the most-informed decision, here are common questions customers ask us. Have more questions? Simple scroll down & fill out the form.

How much does an outsourced CFO cost?

We tailor our services to your business and your needs.

We will work towards your budget to custom design bespoke outsourced CFO packages. These range from a fixed price project, ongoing monthly retainer or hourly rate, whatever best suits your business needs.

An outsourced CFO can provide small-to-medium businesses with expert financial advice, beyond what your accountants and bookkeepers are able to offer. This expertise is provided at a fraction of the cost of a full-time employee.

How long until I begin to see benefits from engaging William Advisory as my outsourced CFO?

Our goal is to provide your business with immediate benefits, our experience coupled with a fresh set of eyes looking at your business, allows us to identify some “quick wins” so that we are paying for ourselves in Month 1.

Once we’ve shown you how to pay for our service, everything from there is cream!

What does your satisfaction guarantee involve?

Far too often we meet business owners who pay for services that provide little to no benefit, which is why we came up with our satisfaction guarantee.

Our goal is to provide significant value to your business, rather than add an extra cost.

If our strategies for your business don’t work, you don’t pay.

If our strategies work but the ROI doesn’t cover our fees, you don’t pay.

If you don’t come out of this with a cashflow positive outcome, you don’t pay.

We can make these promises because we are supremely confident in our abilities and have the track record to back it up. We know we are that good

What is the difference between what you provide and what my accountant provides?

Accountants are experts at providing tax returns, financial statements and tax planning advice. They focus on what has happened in the prior year to get you to today and how to most effectively manage your tax affairs.

CFO’s are experts at strategic financial forecasting, cash flow improvement and strategic planning. They focus on where you currently are and where you want to be in 12-24 months. A CFO will help you devise strategies, both operational financial and give you a roadmap to reach your goals.

We won’t try to convince you to let us do your accountants job, so why would you use your accountant to do our job?

When is the right time to engage an outsourced CFO?

Now! If you are thinking about it, you have identified a need within your business for an expert solution.

Regardless of the size of your business, you can benefit from the services of an Outsourced CFO. We tailor packages to your business needs, whether it is just a one-off planning session and the development of a business plan and financial forecast, or a more in depth, ongoing arrangement, we guarantee that you will receive a benefit from our services.

My business is only starting out, is it worth hiring an outsourced CFO now?

It’s an old and well known saying for a reason, “businesses that fail to plan, plan to fail!”

We will happily provide you with industry insights and some keys to creating a successful business in your chosen industry to help you get started.

We take care of the business planning, processes and help your roadmap your success so that you can focus on driving growth and your strengths.

We have taken many businesses from start-up through to capital raise and have intimate knowledge of the requirements of and the options available to you to access investment in your business.

Free Report Reveals 5 Questions You Need To Ask Before Hiring an Outsourced CFO

Making the right choice when it comes to an Outsourced CFO is vital for the prosperity of your business. But with many options out there and accountants claiming to offer “strategic” advice, it can be hard to make the right decision.

And that’s exactly why we created this guide – to help you find the very best Outsourced CFO that will help take your business to the next level. Click below to download instantly!

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Cardinal Group – Recycling & Waste Management Industry

We were engaged by directors Sam Ebeid and Andrew Travers upon the resignation of Cardinal group’s long-term CFO. William Advisory Group was able to bring a fresh set of eyes to the business to assess performance against business benchmarks and identify excessive recurring expenditure items.

We successfully negotiated more favourable pricing and trading terms with the company’s major supplier, resulting in a bottom line improvement of over $1.3m pa.

Through this and other measures, William Advisory Group was able to deliver operating cost efficiencies and uplift profitability by approximately 300%.

You Win. Guaranteed.

You have to be smart about what you spend your money on. Which is why we make working with us a zero-risk proposition.

If our strategies for your business don’t work, you don’t pay.

If our strategies work but the ROI doesn’t cover our fees, you don’t pay.

If you don’t come out of this with a cashflow positive outcome, you don’t pay.

We can make these promises because we are supremely confident in our abilities and have the track record to back it up. We know we are that good.

If you’re not making money, you’re losing it!

Book Your 30-Minute Consultation

We don’t charge for a consultation with one of our experts. In just a short, 30-minute conversation we begin to identify areas of need and opportunity in your business. From there, the decision to continue to work with us is completely up to you.

The sooner you get in touch with us, the sooner you start seeing results! Or you don’t pay!

Let’s work together.

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