Not every challenge fits a tidy label and not every business needs a full-time CFO. Sometimes, what you need is focused, expert financial support to move something forward.

At Elevate Advisory, we offer project-based CFO services for small and medium-sized businesses. Whether you’re preparing for a capital raise, cleaning up a messy Xero setup, building a financial model, or navigating a strategic pivot, our advisory is tailored to your stage, your pace, and your goals.

You bring the ambition. We bring structure, clarity, and execution without the fluff.

What We Can Help With

Our on-demand advisory support is ideal for:

• Financial Modelling & Forecasting
  Build smart, investor-ready models to support decisions and planning. 

  
  

• Funding Preparation & Financial Storytelling
  Create compelling, bank- or investor-ready financials that speak to your vision.

  
  

• Strategic Reviews & Pricing Analysis
  Understand where the value lies and how to optimise it.

  
  

• Xero Clean-Up & System Optimisation
  Tidy up the back end so you can run your business with confidence.

  
  

• Process Design & Temporary Finance Support
  Bridge resource gaps or implement new ways of working in your finance team.

  
  

Clear Scope. Tangible Outcomes.

Our project pricing includes clear deliverables, defined timelines, and no surprises. Every engagement starts with a discovery session to align on what matters most—so you get exactly what you need, when you need it.