Virtual CFO &
Business Advisory
Stop flying blind. Numberz gives you a dedicated IPA advisor, forward-looking forecasting, and board-ready reporting so every business decision is backed by real numbers.
Australian Standards
Turn your numbers into a competitive advantage.
Go beyond tax compliance. Get the forward-looking insights you need to grow, raise capital, and exit successfully.
Data-driven decisions, every time.
"Numberz transformed our financial reporting. We now have real-time visibility into our cash flow and absolute confidence during tax season."
3-Way Financial Forecasting
- Integrated P&L, Balance Sheet & Cash Flow
- 12, 24 & 36 month projections
- Scenario modelling (Base / Bull / Bear)
- Cash burn & runway analysis
Unit Economics & Pricing
- CAC & LTV analysis
- Contribution margin review
- Pricing strategy optimization
- Breakeven analysis per product/service
Board & Investor Reporting
- Institutional-quality board packs
- KPI dashboards & variance analysis
- Narrative commentary on performance
- Quarterly board meeting attendance
Capital Raise Support
- Financial models for investors
- Due diligence pack preparation
- Pitch deck financial slides
- Data room management
Strategic Growth Planning
- Quarterly strategy workshops
- Market expansion analysis
- Operational efficiency review
- Exit planning & valuation
Risk & Compliance Advisory
- Financial risk identification
- Regulatory obligation review
- Governance framework setup
- Internal controls implementation
A clear path to financial clarity.
Our structured workflow ensures we understand your business deeply before making strategic recommendations.
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.
Common Questions
Ready to professionalize your
financial operations?
Join the Australian businesses moving beyond basic bookkeeping to strategic financial management. Experience the difference of a true finance partner.
“Numberz transformed how we view our financial data. It's like having a CFO in our pocket.”