Most business owners don't need another accountant. They need someone who can explain what their numbers are really saying, identify the risks before they become problems, and...Read moreMost business owners don't need another accountant. They need someone who can explain what their numbers are really saying, identify the risks before they become problems, and help them make better financial decisions with confidence.
That's where I come in. I'm an Australian Fractional CFO with more than 10 years' experience helping startups and established SMEs improve cash flow, strengthen profitability and build financially resilient businesses. I work alongside business owners as a trusted financial partner, combining practical financial management with commercial advice that supports growth, improves performance and removes uncertainty from decision making.
Whether I'm reviewing a Xero file, preparing board reports, building investor-ready financial models or developing a long-term financial strategy, my objective is always the same, to help business owners understand what their numbers mean and what they should do next.
Businesses typically engage me when:
• Sales are increasing but cash flow isn't.
• They need clearer financial information to make better decisions.
• They have outgrown their accountant but don't need a full-time CFO.
• They need professional financial models, budgets or forecasts for investors, banks or business planning.
• They want to improve profitability rather than simply produce financial reports.
• They need an experienced finance professional who understands both the numbers and the commercial realities of running a business.
How I Can Help
Fractional CFO - I provide executive-level financial leadership without the cost of employing a full-time CFO. My role is to help owners make informed decisions through better reporting, financial planning and commercial advice.
Cash Flow & Financial Planning - Cash flow remains one of the biggest challenges facing growing businesses. I develop practical forecasting models, budgeting systems and reporting that give business owners confidence over where cash is coming from, where it is going and what decisions need to be made next.
Financial Modelling & Business Planning - I prepare investor-ready financial models, business plans, feasibility studies and strategic forecasts for startups, acquisitions, funding applications and business expansion. Every model is designed to support decision making rather than simply produce attractive spreadsheets.
Xero & QuickBooks Online - As a Xero Certified Advisor and QuickBooks ProAdvisor, I help businesses improve the accuracy of their financial records, management reporting and finance processes. From bookkeeping reviews through to board reporting, I ensure business owners can rely on their numbers.
Recent Outcomes
• Prepared more than 250 business plans and feasibility studies for businesses across multiple industries.
• Helped clients secure more than US$30 million in investment and business funding.
• Assisted businesses in obtaining more than US$6 million in grant funding.
• Developed financial models supporting business acquisitions, expansion projects and capital raising.
• Improved reporting, forecasting and cash flow management for businesses across Australia, the United States, the United Kingdom and Asia.
Why Clients Continue Working With Me
Many clients initially engage me for a single project such as a financial model, business plan or Xero review.
They continue working with me because they value having an experienced finance professional who can explain what the numbers mean, identify potential risks early and provide practical recommendations that improve business performance.
I believe good financial reporting should answer three simple questions:
• Where are we today?
• Where are we heading?
• What should we do next?
That's the value I bring to every engagement.
If you're looking for an experienced finance professional who combines commercial judgement with practical financial expertise, I'd be pleased to discuss your business and how I can help you achieve your goals.
Let's connect.
Cheers,
Peter Adams
