Behind every thriving small business is more than just tidy compliance. It’s financial clarity, strategic insight, and confident decision-making grounded in numbers that actually mean something.

At Elevate Advisory, we offer Fractional CFO services tailored specifically for SMEs and founder-led businesses ready to scale. We give you access to senior financial leadership - without the full-time cost -so you get the benefit of an experienced CFO, exactly when and where you need it.

What’s Included in Our Fractional CFO Services

We tailor our CFO support to match where your business is at and where you're heading. Depending on your needs and chosen package, services can include:

• Cash Flow Management & Financial Forecasting
  Understand your cash position, navigate seasonal highs and lows, and plan proactively. We build practical tools to give you visibility over cash peaks, troughs, and future needs.
  
  

• Strategic Financial Planning & Business Road mapping
  Align your financial strategy with your business goals. We help you prioritise initiatives, manage risk, and map out a growth path supported by solid numbers.
  
  

• Budgeting, KPI Tracking & Performance Management
  Set realistic budgets, track key financial metrics, and stay on course with regular check-ins that keep your leadership team focused and accountable.
  
  

• Funding Preparation & Stakeholder Reporting
  Whether you're applying for bank finance or updating your board, we craft clear, compelling financial narratives that build trust and drive outcomes.

This is forward-thinking finance - not just reporting on what’s happened but shaping what’s next.

Why Elevate?

With over 15 years in both public practice and commercial finance—across global corporates and fast-growing local businesses—we bring a holistic, strategic lens to your finances. We don’t just crunch the numbers; we connect the dots between financial health, business opportunity, and long-term resilience.

Flexible CFO Packages

Our tailored packages start from $3,500 + GST per month, offering flexible support that evolves as your business grows. Whether you're preparing for expansion, seeking funding, or simply want more confidence in your numbers, we’re here to help you lead with clarity.