Accounting partners

Add deeper advisory support without building it all in-house.

CFOSg works alongside accounting firms that want to help SME clients move beyond reporting into better cash, profit and business decisions.

Explore working together

Why firms work with CFOSg

Good accounts tell clients what happened. Sometimes they need help deciding what happens next.

Many accounting firms want to deepen their advisory support, but building a full CFO capability in-house takes time, people and a repeatable system.

You want to offer more advisory support to existing clients.
You do not want to build a full CFO team internally.
Your team wants a structured way to guide client conversations.
Some clients need deeper CFO involvement than others.
You want flexibility over who leads each engagement.

Why I built Profit-Ready™

After years of working with SMEs, I kept seeing the same gap: the accounts could be accurate, but owners still did not know what to do next.

Profit-Ready™ was built to bridge that gap — turning financial information into clearer cash, profit and business decisions.

The partner model gives accounting firms a way to bring that support to clients without having to build the entire advisory capability themselves.

Two ways we can work together

Choose who leads the client relationship.

Profit-Ready™ and Fractional CFO support can be delivered with your firm leading or CFOSg leading, depending on the client and your team's capability.

Partner-led

Your firm leads

Your firm leads while CFOSg provides the system, tools, training and support behind the scenes.

Your firm leads the ongoing client relationship.
Profit-Ready™ or CFO support sits within your offering.
CFOSg provides the framework, tools and training.
Your team leads the recurring client conversations.
CFOSg supports when deeper input is needed.

CFOSg-led

CFOSg leads

CFOSg leads while your firm continues providing its existing accounting and compliance services.

CFOSg leads the agreed advisory or CFO engagement.
Profit-Ready™ or Fractional CFO support is provided directly.
Your firm continues its existing client services.
Roles and boundaries are agreed before work begins.
The client has one clear lead for the agreed scope.

What CFOSg brings

Add an advisory layer without starting from zero.

Profit-Ready™ system

A structured system for client conversations around cash, profit and revenue.

Tools & app

Practical tools and dashboards keep key numbers visible between client reviews.

Partner training

Your team learns how to run recurring Profit-Ready reviews with clients.

Behind-the-scenes support

Your team can consult CFOSg when extra guidance or another perspective is needed.

AI-supported insights

AI helps surface patterns and prompts while adviser judgement stays at the centre.

Fractional CFO capability

Deeper CFO support can be partner-led, CFOSg-led or delivered together.

Specialist coordination

Where deeper tax, GST, transfer pricing, legal or structuring expertise is needed, CFOSg can help coordinate the appropriate specialist alongside the finance work.

Partner use of Profit-Ready™

Use the system with clear standards and support.

For partner-led delivery

Trained partners may use approved Profit-Ready™ branding, tools and materials as part of agreed client delivery.

CFOSg retains the IP

The Profit-Ready™ framework, brand, app and materials remain owned by CFOSg and are used under agreed partner terms.

Working alongside your firm

Your client relationship stays at the centre.

Where your firm leads, CFOSg supports your team with the agreed system, tools and deeper financial input.

Where CFOSg leads the advisory or CFO scope, your firm's existing services continue as usual.

Where specialist expertise is needed, CFOSg can work with the client's existing advisers or help coordinate appropriate specialist support.

Roles, scope and communication are agreed before the engagement begins.

Commercial options

Flexible enough to suit how your firm wants to work.

The commercial structure follows the delivery model, so everyone knows their role from the start.

CFOSg-led engagements

For engagements introduced to CFOSg, a referral arrangement can be agreed.

Partner-led engagements

Where your firm leads, a commercial arrangement can apply for CFOSg support.

A practical way to begin

Start with 2–3 suitable clients.

Test the delivery model, see how it works for your team and clients, then decide whether to expand the partnership.

Is this a fit for your firm?

Best for firms that want to deepen their advisory offering.

You have SME clients who need more financial guidance.
You want to add advisory without building everything internally.
You want a structured system your team can use.
You want flexibility over who leads each engagement.
You want access to deeper CFO support when clients need it.