SERVICES
Practical CFO support — built around what your business needs
As your business grows, complexity increases — reporting becomes unclear, cash tightens, and decisions carry more risk. I provide practical CFO support to bring structure, clarity, and confidence back into how your business runs.
CFO ENGAGEMENT
How it works
Every business needs something different, but the process is usually the same.
01
Get Clear
Start by understanding what is really happening in the business — where performance is strong, where pressure is building, and what needs attention first.
02
Get Structure
Build the reporting, metrics and operating rhythm that make the numbers more useful and the business easier to manage.
03
Get Moving
With clearer priorities and a practical cadence, decisions become easier and growth feels more controlled.
SENIOR FINANCE SUPPORT, PART TIME
How support is structured
Services are structured around three types of support: ongoing CFO support, deeper input on cash and growth, and focused project-based help where systems or processes need improvement.
ONGOING SUPPORT
Virtual CFO Support
Regular CFO support for businesses that need better visibility, clearer oversight of profit and cash, and a practical monthly rhythm for better decisions. I work with your bookkeeper or operations team to ensure the numbers are reliable and decisions are pressure tested.
Support includes
Monthly management reporting with commentary
KPI dashboard tailored to your business
Monthly performance meeting
Action tracking and follow-through
Support to improve reporting discipline and decision-making
Best for
Business owners who want reliable financials and a regular rhythm to understand how the business is really performing.
ADDITIONAL FOCUS
Cash & Growth
Focused support for businesses that need more forward planning, better cash visibility, and stronger financial input for growth decisions. This can sit alongside ongoing CFO support or be used as a focused piece of work.
Support can include
Rolling cash flow forecast and check-ins
Budgeting and forecast updates
Profitability and pricing reviews
Scenario modelling for key decisions
Decision support for hiring, spend, contracts or investment
Best for
Businesses that are growing and need stronger financial input for strategic decisions, forward planning, and sustainable growth.
PROJECT-BASED SUPPORT
Specialist Engagements
Focused project support when systems, processes or reporting are no longer keeping up with the business. This work looks end-to-end, not just within finance, to put the right foundations in place to scale.
Typically includes
Review of end-to-end workflows, finance and reporting processes
Identification of gaps in workflow, ownership and controls
Reporting and system improvement recommendations
Practical implementation priorities
Process and structure changes to support scale
Best for
Businesses that have grown in complexity and need stronger systems, clearer processes, and more reliable reporting foundations.
Common Questions
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Your accountant mainly looks backwards — tax, compliance, and year-end obligations. A Virtual CFO looks forward. I work with you on the decisions in front of you — profit, cash, pricing, hiring, and growth — using your numbers to help you act, not just report. The two roles work well together and serve different purposes.
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A bookkeeper records what happened. A Virtual CFO helps you understand what it means and what to do next. Most of my clients already have a bookkeeper — I work alongside them to make sure the information coming out is reliable, then use it to support better decisions.
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Most of my clients are Australian SMEs with revenues broadly between $2M and $30M — businesses that have grown beyond the basics but do not yet need, or are not ready for, a full-time finance leader. If the decisions are getting bigger but the financial visibility is not keeping up, it is usually the right time.
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After an initial conversation, I will usually identify the main issue you are trying to solve, where the biggest priorities sit, and what kind of support is likely to be most useful. From there, I will come back with a recommended approach, scope, and quote so you have a clear view of the next step before deciding whether to proceed.
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Every engagement is scoped around what the business actually needs, so I do not publish fixed prices. The Virtual CFO support is usually structured as a monthly retainer. The best first step is a conversation — I will give you a clear view of scope, approach, and cost before you commit.
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Yes. I’m a sole practitioner, so when you engage Prokopi Advisory Pty Ltd, you work directly with me. There is no handover to junior staff or delivery team behind the scenes.
Ready to discuss the support your business needs?
Most engagements start with an initial conversation — a focused discussion to understand where your business is now, what is creating pressure, and what kind of support would be most useful.