Financial oversight and strategic guidance beyond compliance.
Talk to Our Accounting Team
If your business is growing, there usually comes a point where compliance on its own is no longer enough. You want a clearer view of where the business is heading and what the numbers are really telling you. We offer practical business advisory support through our accounting relationship, grounded in your actual numbers and what is happening in your business right now.
Our advisory service goes beyond the standard reporting relationship. Here is what we provide as part of an ongoing Virtual CFO and business advisory engagement.
We provide regular management reporting that goes beyond the standard profit and loss statement. This includes margin analysis, expense reviews, and performance tracking against your business objectives. The goal is reporting that gives you a clear, current picture of how your business is performing, not a historical snapshot produced once a year.
Cashflow problems are one of the most common reasons businesses struggle, even when they are profitable. We build cashflow forecasts that show you where your business is headed and help you identify pressure points before they become crises. We work with you to develop cashflow management strategies that give you greater control over your working capital.
Growth decisions, capital investment, and structural changes all have financial implications that need to be worked through carefully. We provide financial modelling and scenario analysis to support the decisions you are facing, so you can weigh up options with a clear view of the numbers behind them.
We conduct regular performance reviews that assess your business against the benchmarks and targets we have established together. These reviews create a structured opportunity to step back from day-to-day operations and evaluate where the business stands and what needs to change.
Beyond structured reporting and reviews, our advisory relationship means you have access to financial input when you need it. Whether you are evaluating a new contract, considering a hire, or working through a pricing decision, we can provide the financial perspective that helps you move forward with clarity.
We provide Virtual CFO and business advisory services to clients across Australia through a structured remote model. Regular reporting, strategic reviews, and financial planning sessions are all conducted remotely, making this service accessible to businesses regardless of location.
In-person meetings are available for specific engagements or when working through more complex decisions.
The Virtual CFO service has completely changed how we make decisions in the business. We now have monthly reporting we actually understand, cashflow forecasts that help us plan ahead, and an accountant we can call when something comes up. It is a different level of support.Business Owner, Queensland
We were growing quickly but could not get a clear picture of whether we were actually making money. Simply Tax Solutions put proper reporting in place, identified where our margins were being eroded, and helped us restructure our pricing. The difference to our profitability has been significant.Small Business Owner, New South Wales
What is the difference between a Virtual CFO and a regular accountant?
A traditional accounting relationship focuses primarily on compliance, covering tax returns, BAS, and year-end accounts. A Virtual CFO relationship adds financial oversight, strategic input, and regular reporting to that foundation. It is a more involved, ongoing relationship focused on helping your business perform better, not just meet its obligations.
Do I need to already be a client to access the advisory service?
Our advisory service works best as part of an existing accounting relationship because it relies on us having a thorough understanding of your business and your numbers. We typically bring advisory services into the relationship once your core compliance and bookkeeping are in place.
How often do we meet or review?
The cadence depends on your needs and the complexity of your business. Most advisory clients have monthly or quarterly reviews. We agree on a structure at the start of the engagement and adjust it as the relationship develops.
What size business is Virtual CFO support suited to?
Virtual CFO services are most relevant for businesses that have moved past the early startup stage and are managing meaningful revenue, a team, and increasing financial complexity. There is no fixed revenue threshold. The right time is when you feel compliance alone is no longer giving you what you need.
Can the advisory service help with a specific decision or transaction?
Yes. We work with businesses on specific projects, including business acquisitions, restructures, exit planning, and capital raises, as well as on an ongoing advisory basis. If you have a specific decision in front of you, get in touch and we can discuss what support would be useful.
Do you work with clients outside Queensland?
Yes. We work with business clients across Australia through a structured remote model. Advisory sessions and reporting reviews are conducted remotely, with in-person meetings available when they make sense.
A few recent Google reviews from clients who use us for business tax, bookkeeping and ongoing support.
Katiija Legood
“We’ve been with Simply Tax since starting our small business and couldn’t be happier. Always friendly, patient, and incredibly knowledgeable.”
Mike
“In all avenues of service Simply Tax has been excellent. For a first time ABN holder like me, the team has really been of great help.”
Rob Lynch
“Prompt and communication is excellent. Very happy with many years of service from Simply Tax Solutions.”
Sarah Roberts
“This is the second year we’ve used Simply Tax Solutions for our partnership return. Prompt, professional and helpful when preparing details for the ATO.”
Alistair Ogden
“A great choice as our tax agent. Gideon and the team are super friendly, always available to answer questions, and make organising tax so simple.”
Review excerpts shown for readability. Full reviews available on Google.
Whether you are starting a new business, implementing a growth strategy, or reviewing a structure that no longer serves you, we will help you make a clear, informed decision and set everything up properly from the beginning.
Talk to Our Accounting Team