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Services > Established Businesses - Up to $100m Turnover

CFO Strategic understands the key needs of Medium Size companies. We have broad experience and are experts at ensuring best practice financial leadership for businesses; working as part of the business seamlessly integrating into the management team. Our expertise and proven track records allow us to immediately and successfully take over any strategic or operational finance role whether created by growth, unexpected executive departures or interim requirements. This enables the company to continue, improve, expand or restructure.

Chief Financial Officer


  • Strategic plans
  • Growth alternatives evaluation
  • Structure and resourcing

Planning and Reporting

  • Budgets and plans as required (annually or quarterly)
  • Manage financial reporting framework and implement financial reporting models to ensure timely and accurate monthly financial reporting
  • Board reports and presentations
  • Annual statutory reporting requirements


  • Manage finance and accounting functions
  • Weekly / monthly cashflow management
  • Management of all finance and accounting staff, mentoring, training and guidance, performance reviews
  • Implementation of procedures and policies
  • IT improvements - system analysis & implementation

Compliance and Risk

  • Preparation for and management of audit process
  • Taxation compliance management

Company Secretary

  • ASIC and statutory compliance
  • Risk management and internal control implementation

Expansion and Change Projects

Change Strategy Implementation:

  • Expansion and growth
  • Acquisitions/Merger growth analysis and support
  • Marketing and sales
  • Costs savings and efficiencies
  • Manufacturing and supply chain

Trade Sale Preparation

  • Business ready action plan
  • Information memorandum preparation
  • Financial modelling to support valuations
  • Establish of physical/electronic data room

Raising Funds


  • Information memorandums and investor presentations
  • Preparation of forecasts, budgets and analysis
  • Set up due diligence, prepare disclosure packs
  • Develop capital tables
  • Share subscription agreements


  • Meetings with potential investors
  • Closing investment round
  • Debt financing and covenant negotiations
  • Government grants


If there are any questions don't hesitate to contact us.
Phone: +61 2 8901 0217. Email:

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