Business advisers

Add more value to your clients when finance questions go deeper.

CFOSg works with lawyers, corporate secretaries, bankers, consultants and other advisers who support SME owners — bringing financial leadership together with the right specialist expertise when clients need it.

Explore working together

When CFOSg may be useful

Sometimes your client needs help beyond your own area of advice.

You may hear things like:

“We are profitable, but cash still feels tight.”

“I have the numbers, but I am not sure what they mean.”

“We are growing and need better financial control.”

“We need CFO-level help, but not a full-time CFO.”

You stay focused on what you do best. CFOSg can support the financial piece.

What we help with

Turn financial information into clearer business decisions.

Cash clarity

Understand what is available, committed and safe to spend.

Profit visibility

See where profit is being made, lost or left behind.

Better decisions

Help management focus on the numbers that need attention.

Fractional CFO support

Add deeper financial planning and decision support when needed.

Why work together

Extend the value you bring without having to provide every answer yourself.

Support more client needs

Give clients somewhere trusted to turn when their questions move into finance or CFO territory.

Strengthen your relationship

Help clients get the right support while you continue advising them in your own area.

Stay in your lane

You do not need to build financial advisory capability just to help a client move forward.

How an introduction works

Simple for you. Simple for the client.

Spot the need

A client needs deeper financial support.

Introduce

You connect the client with CFOSg.

Check fit

We understand the need and confirm how to help.

Support

We provide the agreed financial or CFO support.

Working alongside existing advisers

Different advisers. One better-supported client.

CFOSg focuses on the financial and CFO support we are brought in to provide.

Where useful, we coordinate with the client’s accountant, lawyer, corporate secretary, banker or other advisers.

The aim is better coordination around the client — not duplicated advice.

Specialist coordination

One financial picture. The right expertise around it.

Where CFOSg is leading the finance function, we can also work with the client’s existing advisers or coordinate appropriate specialist support when an issue goes beyond general CFO work.

Tax & GST

Get the financial information ready and involve specialist tax advice where deeper technical input is needed.

Transfer pricing

Prepare related-party information and financial groundwork before specialist review.

Legal & structuring

Coordinate with legal, corporate and structuring advisers where appropriate.

Expansion & funding

Support the financial analysis while the relevant local, banking or specialist advisers handle their areas.

CFOSg does not try to replace every specialist. We help connect the financial picture so the right advice can be acted on.

How CFOSg fits around the client

One finance lead. The right expertise when it is needed.

CFOSg can stay across the financial picture while each adviser continues to lead within their own area of expertise.

See the financial picture

Understand the numbers, priorities and financial implications.

Spot where expertise is needed

Identify when the issue requires deeper tax, legal or technical input.

Prepare the groundwork

Organise the numbers, schedules and supporting information first.

Turn advice into action

Help management understand the advice and follow through.

Commercial arrangements

A partnership should create value on both sides.

For qualifying engagements introduced to CFOSg, a referral arrangement can be agreed with the introducing adviser.

Any arrangement is confirmed before the client engagement begins.