The CFO Agency

Big Business Expertise, Small Business Focus

Big Business Expertise, Small Business Focus

OUR TEAM MEMBERS HAVE WORKED FOR:

Our Story

Our team has worked alongside some of Australia’s most respected CEOs, providing strategic financial advice that helped shape the success of large, complex corporations. From driving profitability to optimising business structures and unlocking growth, we’ve delivered results at the highest level.

Now, we’re bringing that same calibre of insight and expertise to small and medium-sized businesses — without the corporate price tag.

Whether you’re a growing startup or an established SME, you’ll receive the same strategic guidance and financial intelligence that’s typically reserved for big business — tailored to your scale, your goals, and your budget.

Gain confidence.

We integrate into your business as your own CFO. We are qualified finance professionals that would usually only be hired by large corporations due to the budget constraints of SMEs. Be confident that you are getting the same level of expertise that the large corporate CEOs get.

Get clarity.

Without clear financial insights, business decision making can be overwhelming. We’ll get to know your business and work with you and your teams to guide profitable decision making.

Reach your goals.

Knowledge is power. We are your long-term strategic partner, providing you with a clear path to achieve your financial goals. We will work with you to achieve these goals every step of the way.

Gain business intelligence.

Many business owners need more insight, understand how they perform compared to their competition and what they need to do now to be ahead of their competition tomorrow. We find insights and magnify what you need to know in order to support informed decision making. 

Advice you trust.

Business owners expect their accountants to provide them strategic management recommendations that can enhance business success and profitability. To do this effectively, we are always across your business operations and here to support you, no appointment necessary.

Stay ahead with competitor insights.

Understanding your competition and market is key to success. We utilise the latest trends in AI, research agencies and other technologies to provide you deep market and competitor insights.

Customer service like no other.

We pride ourselves on delivering unparalleled personal customer service. Our clients are our top priority, and we are dedicated to providing exceptional value and high-quality service to meet their needs.

Gain confidence.

We integrate into your business as your own CFO. We are qualified finance professionals that would usually only be hired by large corporations due to the budget constraints of SMEs. Be confident that you are getting the same level of expertise that the large corporate CEOs get.

Get clarity.

Without clear financial insights, business decision making can be overwhelming. We’ll get to know your business and work with you and your teams to guide profitable decision making.

Reach your goals.

Knowledge is power. We are your long-term strategic partner, providing you with a clear path to achieve your financial goals. We will work with you to achieve these goals every step of the way.

Gain business intelligence.

Many business owners need more insight, understand how they perform compared to their competition and what they need to do now to be ahead of their competition tomorrow. We find insights and magnify what you need to know in order to support informed decision making.

Advice you trust.

Business owners expect their accountants to provide them strategic management recommendations that can enhance business success and profitability. To do this effectively, we are always across your business operations and here to support you, no appointment necessary.

Stay ahead with competitor insights.

Understanding your competition and market is key to success. We utilise the latest trends in AI, research agencies and other technologies to provide you deep market and competitor insights.

Customer service like no other.

We pride ourselves on delivering unparalleled personal customer service. Our clients are our top priority, and we are dedicated to providing exceptional value and high-quality service to meet their needs.

About Our Founder

Laura has worked in Senior Financial Management and Management Advisory positions for some of Australia’s most prestigious brands. She has advised founders of small businesses from the start-up phase through to well-known ASX listed CEOs and Board of Directors. Laura is educated with a Bachelor of Accounting Degree, is a voting member of CPA Australia and a Certified Practicing Accountant (CPA). 


Laura is dedicated to providing business partnering services to high-growth businesses that are not yet ready to commit to a full-time finance business partnering team. She also supports SMEs aiming for growth by offering the essential business partnering needed to achieve their goals.

"Gain an advantage over your competitors with the CFO agency"

OUR SERVICES

Strategic Finance Partners. Expert Tax Agents.

One Powerful Team working for Your Business.

Business Partnering & Coaching

Your dedicated CFO will oversee all financial operations on your behalf, providing strategic oversight and regular reporting directly to you—ensuring you have clarity, control, and confidence in every financial decision.

Expert Tax Services

Tax return preparation, BAS and GST lodgements, payroll and STP compliance. Our team also offers ATO representation, tax planning, business structuring advice, and support with superannuation and fringe benefits.

Long-Term Strategic Relationships

We dive into your business and get a deep understanding and once we do, we are here to stay and ready to start working for you straight away.

Strategic Advice

In large corporations, CEOs rely on their CFOs for strategic financial guidance. Now, you can access that same level of expertise—embedded directly within your business—through our CFO service.

Scenario Analysis

Scenario analysis helps small and medium businesses plan for uncertainty by modeling different financial outcomes. It reveals risks and opportunities, enabling smarter, more confident decisions. With clear insights into best- and worst-case scenarios, you can stay agile and prepared.

Business Intelligence

Understand your market and competitors better so you can gain a strategic advantage.

Finance & Performance Reporting

We go beyond standard profit and loss reports to deliver clear, actionable insights into your business performance—helping you make smarter, data-driven decisions.

Budgeting & Forecasting

Understand where your business is heading—and where you want it to go. Our budgeting and forecasting services help you map the path forward, explore different scenarios, and make confident decisions today that shape a stronger financial future.

Cash Flow Forecasting

Cash flow forecasting helps businesses stay ahead by predicting future cash needs and avoiding shortfalls. It supports smarter decisions around spending, saving, and investing. With better visibility, you can plan with confidence and stay in control.

Pricing Analysis

Pricing analysis helps you find the sweet spot—where your price maximises profit without losing customers. We help position your pricing to be competitive, strategic, and aligned with your business goals.

Tax agent

26305553

FAQs

What are the minimum qualifications of your team?

Our team includes tax agents and CPA/CA qualified accountants. When you are assigned a CFO, they will be CA or CPA qualified accountants. The benefit of choosing The CFO Agency is that your CFO will manage all of your financial operations and utilise our team of tax agents to ensure you are benefiting from legal ways to reduce taxable income while remaining compliant with ATO rules.

Depending on your subscriptions, and your business requirements, we will meet with you and your teams regularly. You can treat us like we are a CFO working for your business, so you can call or email your CFO directly at any time. You don’t need to make appointments ahead of time, we are accessible and available daily. We get calls from staff, business owners, and executives or larger businesses.  

We work for all business sizes. Micro and small business, SMEs and consult to ASX listed companies. We match you with the most suitable CFO for your business size, and industry. We make sure you get a CFO that is well suited to your business, industry, goals and personalities. They are then your CFO, and you have full access to them for anything you need – any time.

Yes. You will always have the same CFO working in your business. They will become knowledgeable in your industry, competitors, employees, business structure, operations and goals & KPIs. There might be a second analyst that joins your CFO, and we do this to make sure we never lose your company knowledge. There is no ‘flight risk’ with us, like there would be a full time employee.

Most businesses don’t need a full-time CFO. The average full-time salary cost of FinSights staff in business is $300k+ a year. This is generally why , our calibre of CFOs are only found in top-tier organisations that have high staff budgets. Our packages are structured so you get the most benefit of having a CFO working in your business, without any of the ‘noise’ or wastage. Some of our subscribers pay no more than $18k a year, others can spend upward of $100k a year. It depends on your business and your requirements. Either way, it will be a fraction of the cost of a full-time CFO.

We are wildly different to a typical accountant. We do your tax and compliance, business structuring and act on your behalf with the ATO. Your CFO will manage this process for you, utilising specialist skillsets of a wide team of experts. Your CFO will manage your tax obligations while analysing your business performance, your competitors and your industry to identify growth opportunities for the future. Your CFO works in your business, with you as though they are your own CFO. We are part of your team.
We offer fixed pricing. You can select a package based on your business needs. There are three packages available. If these don’t match your business requirements, please schedule a call with us to discuss.

No. You are free to cancel anytime just by sending us an email. The cancellation will be effective for the next billing cycle. If you aren’t getting value from our service, you should not continue the service.

The CFO Agency brings the future of finance to SMEs

We are your competitive advantage. Experience what the big corporate CEOs get at a fraction of the cost.

Scroll to Top