CFO Lite
Optional Add-On to Your Monthly Bookkeeping Plan
Financial clarity for business owners who want to grow with confidence - not guesswork.
Most businesses don’t fail from lack of effort. They fail from lack of financial visibility.
CFO Lite gives you the numbers, insights, and direction you need to make smarter decisions - without the cost of a full-time CFO.
If this sounds like you…
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You’re turning over $500k–$5m+ but still feel unsure about your numbers
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You don’t know your true profit until months later
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Cashflow feels unpredictable
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Pricing and margins don’t feel fully under control
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You’re making decisions based on gut, not data
Then CFO Lite is built for you.
Level of Support
CFO LITE – STARTER
From $900 / month + GST
Best for:
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Stable small businesses
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Owners wanting light CFO oversight
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Businesses needing direction, not deep analysis
Includes:
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Quarterly CFO review
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Basic KPI tracking
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High-level cashflow visibility
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Simple performance commentary
“Clarity without complexity”
CFO LITE – CORE (Most Popular)
From $1,200 – $1,600 / month + GST
Best for:
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Growing businesses
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Owners wanting consistent financial guidance
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Businesses tightening margins or scaling
Includes:
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Monthly CFO review
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Cashflow forecasting
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KPI dashboard + insights
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Profitability analysis
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Monthly performance reporting (P&L + cashflow)
“Monthly financial control and visibility”
CFO LITE – GROWTH
From $1,600 – $2,500+ / month + GST
Best for:
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Fast-growing or complex businesses
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Owners making high-stakes decisions
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Businesses scaling or restructuring
Includes:
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Monthly CFO advisory session
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Deep margin + pricing analysis
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Scenario and forecast modelling
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Cost structure optimisation
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Strategic financial guidance
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Full monthly reporting pack
“Full financial thinking partner”