Business Advisory and Virtual CFO in Brisbane

Financial oversight and strategic guidance beyond compliance.

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★★★★★5.0on Google

Trusted by small business owners for over 35 years

We've been with Simply Tax since starting our small business and couldn't be happier. Always friendly, patient, and incredibly knowledgeable.

Katiija Legood

Second year we've used Simply Tax Solutions for our partnership return. Prompt, professional and helpful when preparing details for the ATO.

Sarah Roberts

In all avenues of service Simply Tax has been excellent. For a first-time ABN holder like me, the team has been a great help.

Mike

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Cash flow trouble is something most small businesses run into, and it pushes a lot of owners into dipping into their own savings just to keep going. It's also behind a big share of the businesses that end up failing. Advisory work is about seeing that coming and getting ahead of it, not just reacting once it hits.

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.

Nearly 80% of Australian small and medium businesses had their cash flow impacted in the last 12 months (CommBank and UNSW, 2025).
Inadequate cash flow or high cash use was cited in 52% of company insolvency reports (ASIC, 2022-23).

What Our Business Advisory Service Involves

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.

Financial Reporting and Analysis

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 Forecasting and Management

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.

Strategic Financial Planning

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.

Business Performance Reviews

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.

Decision Support and Advisory

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.

Business Advisory Services Across Australia

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.

What Our Business Clients Say

I'm grateful for advice that helped me properly manage a situation that would have been a big problem otherwise. Friendly, competent solutions for your tax needs.
Michael Bates, business owner
David has been an exceptional accountant, consistently reliable and thorough. He takes the time to explain complex concepts in a way that is easy to understand.
Pierce Molzer, business client

Frequently Asked Questions

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.

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Trusted by Small Business Owners for Over 35 Years

A few recent Google reviews from clients who use us for business tax, bookkeeping and ongoing support.

Google Reviews

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.”

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Review excerpts shown for readability. Full reviews available on Google.

Ready to Get Your Business Structure Right?

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.

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