Outsourced CFO

Your Very Own Team Of Highly-Skilled CFO’s And Business Consultants

We work hand-in-hand with you to identify areas of opportunity and formulate strategies to take your business from where it is now, to where you know it can be, at a fraction of the cost of a full-time CFO.

If you want someone who can forecast and future-proof 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.

Book your FREE ConsultationLearn more
Menu

We Help You Prepare, Plan and Execute Your 6-12 Month Goals For A Fraction Of The Cost Of A Traditional CFO

Having the right CFO on your team is an invaluable part of any business, especially ones with ambitious goals. A CFO is necessary for all stages of business, from start up, growth and all the way through to maturity and exit.

Our highly-skilled and experienced business consultants meet with you to create a detailed snapshot of the current state of your business along with areas of opportunity.

In some cases, these opportunities are ways you can generate more revenue, in others, they highlight where you can cut unnecessary costs. In either case, we are here to help take your business to new heights, driving more revenue and profitability.

Fully Managed, Cutting-Edge, Tailor-Made Financial Strategies to Maximise Your Business Strengths

With each engagement, we provide bespoke strategies, depending on industry, size and stage of the business lifecycle. The only thing that remains consistent, is our goal to drive growth and maximise profitability.

Most importantly, we are not a “set it and forget it” consultant that meets with you once a month and then goes dark the rest of the time. We make ourselves available to you and work side-by-side with you to follow through on the plans we’ve made together to grow your business.

Business Health Checks

We provide a fixed fee Business Health Check to help you evaluate the current position of your business and provide a plan to tackle the critical elements affecting your businesses performance.

Learn more

Business Performance Consulting

Through a broad range of different services, specific to your business and the challenges it faces, our goal is to evolve your business model, by focusing on the fundamentals required to establish, grow and improve revenue, profitability and cashflow.

Learn more

Turnaround Management

Turnaround management is a process that uses analysis and planning to identify and rectify declining market performance. Our highly trained and experienced business advisors, examine your problems objectively, isolates the key areas of concern and implement a solution to return your business to its former glory.

Learn more

Pricing Strategy

Determining the right price for products and services is one of the most difficult tasks a business can undertake. We consider factors like competition, key market demographics and profit margins to determine the perfect pricing to maximise profits.

Pricing Strategy

Why Choose 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 future-proof 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.

Not every business can have an on-staff, salaried CFO to fuel financial growth and make key decisions, and that’s ok. However, for those businesses that don’t, an outsourced CFO can make a world of difference.

Book your FREE Consultation

Fraction of the cost of a traditional CFO

Be held accountable to your financial goals

Improve your bottom line and drive revenue

Increase operational efficiency

CASE STUDY

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 free monthly cashflow by 25%;
  • Grow revenue by 100%;
  • Reduce statutory costs by $100,000 per year; and
  • Improve profit by 200% year on year.

Frequently Asked Questions

More questions? Just ask! Complete this form, we’d be more than happy to help!

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.

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.”

View all Google Reviews >

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.

Book your FREE Consultation

Ready To Unlock Hidden Profits & Supercharge Your Business’ Performance?

Reserve Your Free 30-Minute Business Financial Health Check To Discover How You Can Put More Cash In Your Back Pocket, Reduce Overheads That Are Weighing You Down & Future Proof Your Business.

  • This field is for validation purposes and should be left unchanged.

Once you submit this form, you’ll be taken to a page where you can schedule your consultation. We keep your information 100% secure.