Virtual CFO Services

Areas of Expertise

Our Virtual CFO Services can help you find improvements across various areas of your business that are key to growth.


Cashflow is one of the most integral parts of any successful business. Without a sustainable flow of cash, the growth potential of any business will be hampered.


At CFO Systems we teach you how to monitor your cash and find ways of increasing your businesses cashflow, ensuring it won’t hold you back from reaching your potential.



Deciding on the best options for funding the expansion of your business is crucial to its ongoing success.


Our priority is ensuring the necessary funding through borrowing or investment to allow your business to grow.



There are, generally speaking, 4 ways to improve profit.


The issue is not knowing what to do but in the careful execution of a strategy to provide the best chance of success.


Our team will work with you to devise the best strategy for your business given the particulars of your business and industry.


Timing your exit from the business can greatly influence the sale value.


Our goal is to maximise your return by optimising the timing and structure of your exit from the business.



Reporting which allows visibility into the future of the business is vital to business success.


We work with you to provide timely reports which not only provide historical information but which allow you to see the future trends of the organisation.


Well-constructed, meaningful reports are some of the best tools for growing companies.


Outsourcing provides businesses with an opportunity to reduce overheads and staffing issues.


CFO Systems offers a range of outsourcing solutions to suit the needs of your business. We can outsource part, or all, of your finance function which allows you to concentrate on the success of your business.

Core Services

Our business provides 3 levels of Virtual CFO services to our clients.


Our initial review process looks at your most important financials and your core procedures.
  • Cashflow review and recommendations
  • Systems review and recommendations
  • Procedures review and recommendations
  • Personnel review and recommendations
  • Reporting review and recommendations


Our ongoing offering of monthly services gives you peace of mind and continued improvement.
  • Board participation
  • Financial report preparation and presentation
  • 3-way budgets and forecasts
  • Exit strategies and change management plans
  • Outsourcing and support of finance functions


We also provide specific growth planning services for SMEs looking to expand rapidly.
  • Strategic planning and advice
  • Liaison with investors and funding institutions
  • Business plans
  • Systems review and implementation
  • Acquisition and divestment advice


We provide additional services to each business based upon that business’ requirements.  These services include:
  • Procedures and policy generation
  • Staff training and development
  • Due diligence
  • Company secretarial functions
  • Financial statement preparation under ASIC guidelines for audit
  • Liaison with auditors at half-year and year-end
  • Debt collection
  • Project management
  • Supply chain review and negotiation


If you’re looking for helpful insight and advice across our range of services, get in touch and learn more about how CFO Systems can help you achieve your goals.


  • CFO Systems has had extensive input into the start up and day to day growth of our business over the last four years. The financial streamlining of the business and honest educated advice has been invaluable.

    John Ferrari
    Director, All Metal (Australia) Pty Ltd
  • After their initial review, CFO Systems was able to identify and recommend many improvements to our financial and operational reporting and processes which were subsequently fully implemented. We have no hesitation in recommending CFO Systems to any business.

    Laury Bray
    Director and Company Secretary, Urban Group
  • Marcus is is one of those rare senior financial managers who knows how to "make" money and not just "count" it. I have no hesitation in recommending Marcus and CFO Systems.

    George Bej
    General Manager of Marketing, Laminex Australia
  • CFO Systems have been providing financial leadership, reporting and advice to our business for 6 years and we are very grateful for all their help.

    Angelo Augostis
    General Manager, Finlay Homes

About Us