Increase your company’s cashflow with the income it’s already generating. Guaranteed.

An Outsourced CFO does what an accountant can’t. We guarantee you will see a cashflow positive outcome from our services or you don’t pay. It’s that simple.

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.

Dijo Constructions – Construction Industry

Working with Josh Hardy 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 cashflow by 25%, grow revenue by 100%, reduced statutory costs by $100,000 per year and improve profit by 200% year on year. 

“Teamwork divides the tasks and multiplies the success! Our best investment to date, Outsourced CFO by William Advisory”
– Joshua Hardy, Dijo Constructions 

Prepare. Plan. Execute.

We have several services and tools at our disposal to help your business grow in both the short and long-term.

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

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.

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.

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

We provide your business with next level strategic financial resources, which allow your business to access a wealth of financial experience without the excessive cost of hiring a full-time salaried CFO or financial advisor.

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.

While the specific focus on the role will differ by industry, size and lifecycle, in all cases, our goal is to driving growth and maximise profitability.

Hire your weakness and turn it into your strength, with William Advisory Group!

Who Is William Advisory Group & Why We’re 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. 

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 200%. 

“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”
– Sam Ebeid, Director

The Most Important Question: Who Are You?

You’re a successful businessperson. 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.

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.

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.  


> How much does an outsourced CFO cost?

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.

We tailor our services to your business and your needs.

> 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 planning, cashflow and strategic management. 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?

> 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!

> 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.

> What does your satisfaction guarantee involve?

Far too often we meet business owners who pay for services that provides 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.

We stand by a satisfaction guarantee to give you comfort and the knowledge that If we are not able to make our engagement cashflow positive, (ie: we will help you increase your profit by substantially more than you will pay us), just give us 14 days’ notice and we can cease the agreement at any time!

> 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 can provide you with templates for business plans and forecasts. 

SalesPond – Marketing Services Industry

We began working with Bora Kender, the founder of SalesPond roughly 3 years ago.

He was facing increasing cashflow pressure brought on by his businesses’ rapid growth and success. While this is a good problem to have, increased revenue and increasing profits weren’t being reflected by the company’s bank account. SalesPond brought us in specifically to fix this problem.

We quickly identified some process improvements to unlock the cash that was being held up in SalesPond’s balance sheet. 

We implemented an accounts receivable policy and a process for extending credit to customers. This “Quick Win” procedure was able to reduce debtor days from 65 to 53 within months.

Next, we worked on ways to make it easier for customers to make payments and created a new billing policy. We gave them the option of making direct debit payments and installed more upfront components to sales contracts. Essentially, we incentivized  customers to provide the business with shorter, more beneficial trading terms.

Ultimately, the improved cashflow has allowed the business to grow both domestically and internationally. SalesPond is now APAC’s leading sales acceleration company, working with the world’s largest companies.

“William Advisory Group has provided SalesPond with both Financial & Strategic advice that has been invaluable to our success”
Bora Kender, Founder

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.

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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