Virtual CFO &
Business Advisory
Stop flying blind. Numberz gives you a dedicated IPA advisor, AI-powered forecasting, and institutional-grade reporting — so every business decision is backed by real numbers.
Australian Standards
Why Australian Businesses Choose Numberz Advisory
Most small businesses don't need a $200K CFO — but they do need CFO-level thinking. Numberz bridges that gap with a combination of AI-driven financial intelligence and hands-on guidance from experienced Australian IPAs, starting from a fraction of the cost of a full-time hire.
What's Included
3-Way Financial Forecasting
Integrated profit & loss, balance sheet, and cash flow projections so you always know where your business is heading — 12, 24, and 36 months out.
Unit Economics & Pricing
Deep-dive analysis of your customer acquisition costs, lifetime value, and contribution margins to build a scalable, profitable business model.
Board & Investor Reporting
Institutional-quality board packs with KPI dashboards, variance analysis, and narrative commentary — ready for your board or investors.
Capital Raise Support
End-to-end financial due diligence packs, financial models, and pitch deck support to help you raise from angels, VCs, or banks.
Strategic Growth Planning
Quarterly strategy sessions with a dedicated IPA advisor covering expansion planning, market entry, and operational efficiency.
Risk & Compliance Advisory
Proactive identification of financial risks, regulatory obligations, and governance gaps before they become costly problems.
How It Works
Discovery Session
We learn your business model, growth ambitions, and pain points in a complimentary 30-minute call.
Financial Health Check
Our team analyses your books, cash position, unit economics, and key metrics to establish a baseline.
Strategic Roadmap
You receive a tailored advisory plan with clear KPIs, reporting cadence, and growth recommendations.
Ongoing CFO Partnership
Monthly or quarterly check-ins with your dedicated advisor, plus on-demand access for ad-hoc decisions.
Frequently Asked Questions
Ready for Smarter Financial Decisions?
Book a free 30-minute discovery call and see how a Virtual CFO can transform your business.
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