Part time CFO & advisory services

How can we help you?

Contact us at our office on 08-6444 6311 or submit a business inquiry online.

I have now been using Xero for the last 2 months and getting more familiar with it. I should have done the transition ages ago, saving me time and money. It is simpler and way more efficient. Thank you for your advice and Dinesh advice, follow-up and patience.

Michel Blot
Bergamot (Bakery)

Part time CFO & advisory services

Phoenix Accountants and Advisors have a range of Consultancy CFO Service packages available to help small business owners and growing businesses find the support they need to navigate their way to success. Our experienced business advisors in Perth can assist you in the management of financial risks, while working to increase profitability.

What We Offer

When you utilise our CFO services, you will be gaining the experience of a trained professional, without the outlay and commitment of hiring a full time employee. Our packages can be booked per month, or as required. Our team have an extensive catalogue of skills on hand, and we use an innovative and proactive approach to support the evolving needs of our clients.


Our range of CFO packages are extensive, and can vary depending on your individual circumstances. We can offer practical solutions to fix stagnant profits, manage costs and business tracking.

Reporting and Projection

Your virtual CFO can monitor the company KPIs (key performance indicators) and set benchmarks based on external systems. Our staff are experienced with Spotlight Reporting, Fathom, which provides analysis and reporting to determine how effectively your business goals are being met.

We complement this with other external systems such as Calxa and Float to determine income and cash flow projections with scenario modelling. With the use of the company budget we can compile data for performance reporting and operational analysis. Our dedicated staff can review and report on any internal control weaknesses, while contributing strategies for improvement.

Increasing Profit

The goal of every business is improved profitability, and an experienced CFO can lead you in the right direction. We offer advice and recommendations with clear goals and outcomes based on strategic planning methods. As the business grows, a CFO can accurately and expertly control and manage costs. To assist you with the expansion of your company, we can create a realistic plan to support your marketing and growth strategies.

Ongoing Support

At Phoenix Accountants and Advisors, we can take the pressure off existing staff by liaising with stakeholders, banks and creditors allowing you to focus on running the business. We can facilitate monthly management meetings while regularly visiting the site for support and guidance.

We have experience in human resources and can offer advice while mentioning and managing an existing accounting team. If you need assistance with contract reviews and management, your part time CFO will be available as required. From time to time you may just need advice, and our friendly staff will be available to answer your questions with up to date, accurate information.

Get in Touch

Phoenix Accountants and Advisors have a team of dedicated chartered accountants with significant knowledge in small business finance. Our company has over 25 years of management experience and will give you dedicated assistance as you need it, without the commitment of hiring additional employees. If you are feeling overwhelmed or just ready to take the next step, please contact us today for a no obligation quote. Follow us on Facebook for all the latest news from our company.

What Is Included

  • Monthly Guidance
  • Strategic Advice
  • Financial Management
  • Profitability Improvement
  • Resource Optimisation
  • Contract Reviews

Looking for a First-Class Business Advisor, Bookkeeper or Accountant?