Get a FREE consultation about your business finances

Business is all about getting the fundamentals right. One simple conversation with a qualified CFO can put you on track to achieving it.
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We are your in-house CFO (no desk required)

Unless you’re a large company with huge profits, it can be hard to justify a full-time Chief Financial Officer (CFO) on the team.

But only an experienced CFO can deliver you the financial insights and strategy needed for your business to succeed.

If chatting with your accountant once-a-year about your tax returns isn’t getting you the results you want, then talk with us.

We’ll give you the advice you need, without increasing your headcount.

Transform your results, straight away

You’d be surprised at the incredible things a consulting CFO can do for you.

Just look at these:

We helped one new client discover that they had $7.8 million in ‘abandoned cart’ orders on their website in a single five-month period.

We found a superannuation payment error for another client that would have meant enormous implications for the bonus pays of two of their managers and financial consequences for the company that far outweighed our affordable monthly fee.

What profits are you missing out on? Find out today by talking with us.

What will I get in my consultation?

Our lead consultant, Matt Malouf will have a no-obligation, confidential chat with you about your business, how you operate, and what your goals are.

From there, he will suggest some strategies that you could immediately use to your advantage, and if you wish, discuss what we can help you with longer-term.

Meet our lead consultant, Matt Malouf

Matthew has helped thousands of businesses to succeed and is ready to help you too.

✓ Ernst & Young Trained Accountant
✓ Started, grown and exited multiple businesses
✓ During the GFC in 2008, he grew his annual profits by 25%
✓ Currently, the CFO & Lead Business Strategist to numerous Australian and overseas companies

“I love nothing more than helping business owners get in control of their businesses so they can enjoy more time, more money and more freedom”

Here’s what our clients say about us

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Amanda Wood

CEO, Real Therapy Solutions

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Ryan Spaccavento

CEO & Founder, Coffee on Cue

Question: How are you tracking?

Every year, we ask hundreds of different business owners what their ‘numbers’ are, and get the same answer every time –

“I think we’re doing ok?”

What they’re really saying is they are ‘flying blind’ (which is how so many businesses get into trouble or fail to thrive).

To get a crystal clear view of what’s holding your business back and actionable data to steer your business in the right direction, then chat with us today.

We'll show you your numbers so you can make smart decisions

Getting to understand your money ‘flow’ makes a massive difference in how you view your business.

  • What’s your actual profit on each product or service you sell?
  • What’s your Budget vs Actual for the quarter?
  • How have you optimised your cash, debt, and assets to deliver more business growth?
  • Where does your money go each month?
  • Do you know what questions to ask to interpret your data?

We’ll help you to find all of these answers, so you can start making strategic decisions using real data.

It’s time to become a professional in your business

Amateurs think they know what they’re doing, while professionals go out and achieve incredible levels of wealth and freedom.

Here are just some of the things we’ll help you with –

Intelligent Profit & Loss + Cashflow Forecasting

Judging your business health by your bank balance is a fast way to failure. We’ll help you establish an accurate Profit & Loss and Cashflow Forecasting, so you’ll know when you’re doing fine and when you need more focus.

KPI’s that drive success every day

Without good Key Performance Indicators (KPI) for your entire team – from the CEO down – you won’t know if you’re on track
towards your goals.
We’ll help you establish a comprehensive set of KPIs to monitor (marketing/sales/profit/expenses), so you not only achieve your
financial goals, you smash them.

Dashboards and reports that make sense

We’ll set up a comprehensive dashboard that displays all of the key business metrics you need to watch. This service is invaluable – as it shows everything, all in one place. Analyze your figures in seconds and run reports on anything you want to track.
Spreadsheet style or graphs, we’ll design your dashboard in a way that works best for you.

Consultative Planning that keeps you on track

Strategic decisions need to be made throughout the year with everything you do (not just the week of June 30). We’ll proactively
work with you to plan out your year ahead, setting you up for an impressive financial result.

Targeted, on-call advice and coaching

Looking at a new office lease? Hiring new staff? Wanting to dispose of an asset? Considering finance? Having an on-call CFO who understands your business means you can make decisions that’ll move you forward (not set you back thousands of dollars).

Tell us about your business today and let’s see what we can optimise for you.

Do you qualify for a free consultation with us?

If your business has a minimum of $750k in annual turnover and uses Xero accounting software – then we welcome you to get in touch for a free consultation today.

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Find Out More About Our Private Coaching Options

Simply get in touch and the team will give you a call to find out more about you, your business and what you are looking for.

Thanks for reaching out! One of the Wisdom team will be in touch in the next 24 hours.

Talk to a CFO.

Make Informed Decisions About Your Business.

Success! We will be in touch shortly to book you in for a discovery call with one of our team.

Talk to a CFO.

Make Informed Decisions About Your Business.

Success! We will be in touch shortly to book you in for a discovery call with one of our team.