Virtual CFO

Limited to only 5 clients per year

Our top-tier, exclusive financial service is designed for business owners who are serious about growth. With this service, we become your part-time Chief Financial Officer, helping you with strategic financial planning, KPI monitoring, business advice, and more.

This service is limited to just five clients per year, ensuring personalised attention and dedicated expertise.

 Ideal for:

  • High-growth businesses looking for ongoing strategic advice and financial insights.
  • Established businesses with complex financial needs that require regular monitoring and planning.
  • Business owners who want to align their personal and business goals and need a financial partner to help them achieve their dreams.
  • Companies that are scaling and require financial systems, KPIs, cashflow forecasting, and tax planning to ensure they stay on track as they grow.

Guiding you through:

  • Strategic planning
  • Proactive business advice
  • KPI monitoring and performance tracking
  • Annual cashflow forecast and profit plan
  • Tax and GST Compliance

You’ll gain

  • A trusted financial partner

    Access to a top-level advisor who understands your business goals and will guide you in making the best decisions for your business growth.

  • Peace of mind

    You’ll no longer worry about tax deadlines or GST submissions, as we take care of all your compliance needs.

  • Strategic financial insights

    Clear, actionable advice to help you navigate your business’s growth, from cashflow management to strategic investments, allowing you to move forward confidently.

     

  • Tailored advice for growth

    Receive advice specifically suited to your business needs, with the flexibility to adapt your service package as your business evolves.

  • Increased financial efficiency

    Streamlined processes, monthly reporting, and regular check-ins will ensure your business is operating as efficiently as possible.

  • A comprehensive 5-year financial plan

    A solid financial plan to guide your business towards long-term success, aligned with both your business and personal goals.

     

Always only one call away

Let us show you. Book Today

Frequently Asked Questions

  • Submit application
  • 1 hour interview with Virtual CFO
  • Confirmation of position on waitlist
  • Upon acceptance a financial assessment will be conducted
  • 4 hour strategy session
  • Undergo system upgrades to align with financial reporting goals
  • Monthly check-ins and reporting

2024 FULL – join 2025 waitlist by submitting application prior to 30 April 2025

2024 FULL – join 2025 waitlist by submitting application prior to 30 April 2025

Price

Starting from $5,000 per month (plus GST), the Virtual CFO service is tailored to your unique requirements. Pricing may vary depending on the complexity and size of your business.

Testimonials

When we upgraded our software in 2019, I realized that I needed targeted accounting support to help navigate the financial aspects of this transition.

Lighthouse Accountants were essential in tidying up the business accounts after the software migration and ensuring everything remained compliant. The problem-solving support your team provided, particularly around complex technology solutions, ensured that everything ran smoothly. Meeting with you throughout the year, sometimes with my financial planner, has been incredibly helpful in aligning my business, SMSF, and investment properties with my financial goals.

Since partnering with Lighthouse Accountants I’ve gained a clear understanding of our financial health as we expanded. This collaboration has also been crucial in helping me manage all my investments more effectively. I now have confidence that my Business, SMSF, and property investments are aligned with my long-term financial goals.

  • Ready to accelerate your growth? Let us help you scale with strategic financial advisory and proactive plans that will move your business forward.


    Join Waitlist

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