Precise CFO
We provide strategic financial advice to service businesses and agency owners.
Helping you drive profitability & growth.
The Value That Precise CFO Brings
Unlocks Growth
Feeling stuck on a treadmill? Has your business stopped making real progress? Or is it growing so quickly that things are getting out of hand and cash is drying up?
The right financial plan and systems can help you get back in the driver's seat. With a clear roadmap, you can make smarter decisions that lead to sustainable and profitable growth.
Increases your profits
A great top-line revenue doesn't mean much if you aren't taking anything home at the end of the day. We can help you keep more of what you earn and turn your business into a cash generating machine.
Is a trusted co-pilot
A good CFO is a partner who provides strategic insights and brings a customised financial plan and data-driven insights that supports the owner's vision. A CFO also take the financial burden off the owner, giving them peace of mind which allows them to focus on what matters to them, growing on their business.
I have spent over 10 years immersed in financial strategy, turning complex budgets and forecasts into clear roadmaps for success. My mission is simple: to empower small service businesses to achieve sustainable, profitable growth.
Precise CFO is built on the belief that a true financial partner does more than just crunch numbers. I serve as a dedicated advisor, working alongside you to craft strategies that increase profits and drive your business forward. This isn't just about financial services, it's about building a partnership dedicated to your success.
When I'm not focused on financials and strategy, I'm enjoying time with my wife and kids. This commitment to a balanced life helps me stay grounded and reminds me of the human-centered approach I bring to every client relationship.
Who We Serve
Service Businesses
For service businesses like law firms, real estate agencies, and trades, we know that billable hours, commissions, and seasonality don't translate into steady cash flow. We turn your financials into a powerful tool for navigating that unpredictability and strategically planning for growth.
Agencies
For agencies, including insurance and creative firms, the cycle of renewals and projects can make cash flow feel unpredictable. We provide the financial structure and clarity to help you navigate those fluctuations, manage your margins, and confidently plan for growth.
How do you know whether you need a CFO?
Here are some key differences:
| Accountant | Precise CFO |
| Accounting by nature is rear-ward looking. Focused on compiling transactions and preparing reports on what has already happened. | We are forward-looking, utilising reporting to build a forward-looking strategy, aligned with your goals. |
| Advisory services are an add-on revenue stream to an accountant’s business. Not their primary focus. | Providing strategic advice is our main focus. It’s what we specialise in. |
| Accountants are primarily focused only on tax preparation, generating financial statements, etc. | We take a holistic approach, focused on financial strategy that is aligned with your operations, to increase profits and growth. |
Tired of constantly checking your bank account balances to ensure you have enough for payroll or struggling to pay taxes at year-end?
We can help you manage your cashflow, financial future and set a solid financial foundation for continued growth.
By partnering with us, we help you develop and implement the right financial strategy for your business goals, which enables you to make better decisions and gain back control of your business and time.
Being a business owner isn’t easy and it’s not always clear who you can turn to who truly understands your business and the challenges you face and can provide you with trusted and sound strategic advice. We can.
Simply put, we are your trusted advisor and partner. Providing strategic insights and clarity into your finances and where your business is heading, helping you make informed decisions and giving you peace of mind.
Hiring a CFO is not about where you are today, it’s about the future. A CFO brings a forward looking perspective and provides strategic insights and custom planning to ensure that you invest into the right areas of your business, assuring the right financial systems are in place to support growth and that you reach your goals.
CFO services are crucial to the health of your business at every stage of growth. If your business is successful, it’s important to continue prioritising your financial health to keep up the momentum.
You always plan your route before starting a journey. It will cost you 10x more to go back and fix mistakes than it will to set a solid foundation now.
When a business is experiencing strong growth one aspect that can be overlooked is what resources are required and what the financial plan is to sustain the growth. The last thing you want to do as a business owner is to throw a wrench in your own success because your cashflow and finances aren’t in a place to support and strengthen your growth.
We provide the strategic plan, forecasting, and cash flow management to ensure you can continue growing your business and profits.
If you have questions like these, that you can’t quickly and reliably answer, we can help.
Having an accurate and clear picture of your finances and financial strategy are vital to ensuring that you can make those decisions that take your business forward.
We partner with you and provide that clarity so you know exactly what your next move should be.