CFO Services

When you’ve had an insider’s seat to over 40 different business success stories (and just as many failures), you can’t help but see some patterns.

We’ve used that pattern recognition to develop a success framework we call

Financial Performance Engineering (FPE). 

The business owners we work with using FPE consistently achieve the following milestones:


They understand exactly what to work on to grow their profitability the fastest.


They have an attainable long-term plan to retire wealthy.

They understand how their time impacts the value of the business and when it no longer makes sense to work over 40 hours per week.


They build a team that pushes the company forward without their day-to-day involvement

Now… You might be wondering why a bunch of finance geeks even care about helping business owners attain these milestones.⁣

It’s very simple.

These milestones are a natural byproduct of wisely pursuing our #1 goal of increasing the cash flow of your business.

Through over 15 years of trial and error with FPE, we’ve learned exactly how CEOs must navigate from frantically working in the business to working on the business, supported by a high performing, well-aligned team, in order to achieve exceptional financial performance. 

How do we work?

We work as an internal part of your leadership team or as an advisor. Our levels of service are tailored to meet the budgets of most companies with revenues under $100 million.

We provide many traditional CFO services under our FPE program such as:

Leading Team Financial Review and/or Accountability Meetings
In-Depth “Wall Street Ready” Budgets, Pro Formas, and Financial Projections
Pricing Tools & Analysis
Sales Commission & Incentive Comp Programs
M&A Planning & Advisory
Strategy Analysis (Porter’s Value Chain & 5-Forces Review)
Product Differentiation Strategy
Key Performance Indicator Development & Dashboard Automation
Contract Terms Review
And much more..

Who do we NOT work with?

Our services are not for you if:

Your plan assumes growth targets of less than 20% per year.
You are unable to receive candid feedback about your personal performance as a CEO.
You have no interest in leading by example.

We understand the importance of approaching each work integrally and believe in the power of simple.

Melbourne, Australia
(Sat - Thursday)
(10am - 05 pm)

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