SERVICES
Practical finance support for performance, growth and change
As your business grows and changes, the finance needs change too. You may need better insight into performance, experienced financial leadership, or help improving the processes and systems behind finance. I provide practical, hands-on expertise to help solve the problem and move the business forward.
HOW I WORK
Start with the problem
Every business is different. The first step is understanding what’s happening, what needs attention and what will make the biggest difference.
01
Understand the business
Understand what’s happening, where the challenges are and what needs attention first.
02
Define the right approach
Agree the priorities and the expertise, capability or changes needed to address them.
03
Put it into action
Work hands-on with the business to implement improvements and build what’s needed.
HOW I CAN HELP
Choose the support that fits your business now
Flexible support, shaped around what your business needs.
Business Performance
Good financial information should do more than tell you what happened. It should help you understand why it happened, what’s driving performance and where to focus next.
Business Performance brings together financial analysis, reporting, forecasting and commercial insight to identify the drivers of revenue, margin, profit and cash — and turn that information into better decisions.
Outcomes
Performance reporting and financial insights
Budgets, forecasts and scenario planning
Cash flow planning and forecasting
Pricing, margin and profitability analysis
Customer and product profitability reviews
Business cases and financial modelling
Best for businesses that want to better understand performance, strengthen planning or need experienced financial input around an important decision.
Virtual CFO Support
As businesses grow, financial decisions become more significant and owners often need experienced finance leadership without a full-time hire.
Virtual CFO support provides ongoing senior finance support, bringing structure, discipline and a forward-looking perspective to the decisions and priorities that matter.
Outcomes
Regular financial and performance review
Forward planning and financial priorities
Decision support around investment, pricing, hiring and growth
Cash flow and funding oversight
Identification and follow-through of key financial actions
Senior finance input when important business decisions arise
Best for growing businesses that need ongoing finance leadership, regular financial direction and experienced input into important business decisions.
Finance Transformation
As businesses grow, the way finance operates doesn't always keep pace. Manual workarounds increase, systems stop working well together, reporting becomes harder to produce and processes that once worked start consuming too much time.
Finance Transformation improves how finance works. From fixing a specific process or reporting issue to redesigning ways of working or delivering a larger systems transformation, I work hands-on to understand the problem, design the improvement and help put it into practice.
Outcomes
More efficient and standardised finance processes
Finance systems and workflows that better support the business
Better data, reporting and financial information
Clearer responsibilities, controls and ways of working
Finance improvement, systems implementation and transformation projects
Best for businesses where finance processes, systems or reporting are no longer keeping pace, or organisations that need experienced support to deliver a specific improvement or transformation project.
Common Questions
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A bookkeeper typically manages day-to-day transactions and record keeping, while an accountant often focuses on financial reporting, tax and compliance. A Virtual CFO looks forward, helping you understand business performance, improve cash flow and profitability, plan ahead and make better financial decisions.
Prokopi Advisory works alongside your existing bookkeeper and accountant, rather than replacing them.
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You may benefit from Virtual CFO support when your business is growing but the financial side is becoming harder to manage. Common signs include cash flow pressure, declining margins, limited visibility over performance, unreliable or slow reporting, or making bigger decisions without a clear financial picture.
It can also be the right time when your finance processes and systems are no longer keeping pace with the business, but you do not yet need a full-time CFO.
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As a business grows, the financial decisions often become more complex. There may be more customers, employees, costs and cash moving through the business, but the financial information and processes may not have kept pace.
A Virtual CFO helps bring greater visibility and financial discipline to that complexity, helping you understand what is driving performance, anticipate cash flow needs and make better-informed decisions about growth.
The value is having experienced financial support to help you stay in control as the business becomes more complex.
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Yes. A Virtual CFO can help you understand what is driving cash flow and profitability, identify where cash may be getting tied up, and highlight where margins or costs need attention.
This can include cash flow forecasting, working capital management, profitability analysis, budgeting and scenario planning, giving you better information to make informed business 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 CFO or Financial Controller. If the decisions are getting bigger but the financial visibility is not keeping up, it is usually the right time.
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Yes. I can help review and improve finance processes, systems, workflows and reporting so they better support the business. This may involve reducing manual work, improving data and controls, redesigning processes, or supporting a finance system implementation or broader transformation project. The focus is on making Finance more efficient, reliable and scalable as the business grows
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Yes. I can provide focused support for a specific finance project, whether it’s building a forecast, reviewing profitability, improving reporting, redesigning a finance process or supporting a system or transformation project. Projects can be scoped around a particular challenge or outcome, giving you experienced finance support without the need for an ongoing engagement.
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Every engagement is scoped around what the business actually needs, so I do not publish fixed prices. Ongoing support is usually structured as a monthly retainer, while specialist engagements are scoped separately. 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.