Strategic Financial Support: Packages & Pricing
Profitability Review
Profitability Review
In this in-depth review we take a look at your entire business - pricing, costs, team structure, operations, and efficiency - to uncover what’s working, what might be holding you back, and where the biggest opportunities lie.
You’ll receive a tailored report with practical, goal-aligned recommendations to improve cash flow, increase profitability, and strengthen your foundation for growth. Every insight is grounded in where you are now, and where you want to go.
More than numbers, it’s about clarity, strategy, and support to make confident decisions, whether you choose to implement the plan yourself or continue working with us to bring it to life.
How it’s delivered:
Choose what works best for you, this review can be delivered as a collaborative workshop at our Mornington office, or virtually from wherever you are. Either way, you’ll walk away with clarity and a plan.
Perfect for:
Founders who want a full-picture view of their business and a clear, strategic plan to improve profit & cashflow.
From $3,000
The Gold Standard
Your finance team, without the full-time salaries.
If you’ve ever found yourself wondering whether your profit is tracking as it should, whether you can confidently hire a new employee, or what your cash position will look like in a few months, we feel you, we’ve been right where you are!
This service is designed to give you the clarity, strategy, and support of a full finance team, without the full-time overhead. We bring together CFO-level insight, tax expertise, and monthly support, so you always have someone in your corner when making business decisions.
What’s included:
• Regular CFO meetings – we’ll stay close to your numbers, reviewing them regularly to make sure we’re on track to achieving your business goals
• Cash flow & profit support – Understand your true financial position and make confident decisions, knowing what’s coming down the pipeline.
• Forecasting & strategy – Plan for growth with scenarios and strategy that align with your goals.
• Tax & compliance – Keep everything above board and ahead of schedule.
• A financial sounding board – Whether it’s a big move or a quick question, we’re here to talk it through.
Perfect for:
• Businesses with $1M–$10M in revenue, ready for deeper financial strategy.
• Founders who want confidence in their numbers and a clear plan for what’s next.
Finance doesn’t have to feel hard. With the right support, it becomes one of your greatest tools.
Who are we to help?
Who are we to help?
Amy Fox - Founder & CEO
I have a Business & Commerce degree, am a CPA and have a decade of experience working with businesses with $30m-$500m in revenue - but more importantly I’ve founded (and run) 3 business including a bricks and mortar wellness business, an e-commerce product based business, and my own accounting & consulting firm
I’m not your typical accountant, I focus on improving your profitability and cash flow, helping you make smarter financial decisions that directly impact your bottom line.
The type of accounting I do - financial strategy, forecasting, and profitability analysis - is usually reserved for businesses doing $10M+ in revenue. I believe small businesses deserve the same level of financial expertise as the big guys. Which is why I work with founders to give you the tools, insights, and support to grow sustainably and profitably.
We monitor your pricing, cash flow, team structure, and business strategy to create a clear path to higher profit. And because I know finances can feel overwhelming, I make sure you don’t just get financial expertise - you get a trusted partner who listens, strategises, and helps you make confident, informed decisions.
Georgia - Tax Agent | Senior Tax Accountant
Tammy - BAS Agent & Bookkeeper
FAQs
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We work with both product- and service-based businesses—everything from agencies, consultancies, and salons to e-commerce brands, manufacturers, and wholesalers. Most of our clients are turning over between $1M–$10M and want strategic financial support to help them grow sustainably. We have a particular passion for working with female founders who are ready to step into the CEO role with more clarity and confidence
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Yes. We’re a full-service finance team offering fractional CFO support and tax compliance. You can work with us for CFO advisory only, or let us handle the full finance function, depending on your needs.
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Most traditional accountants focus on tax and compliance. We do that too, but our real value is in helping you make better financial decisions all year round. We act as a true finance partner and an extension of your team - helping you understand your numbers, improve cash flow and profitability, and grow with confidence.
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Most of our clients meet with us monthly. Some need more frequent touchpoints depending on what’s happening in their business. Between meetings, we’re always here when you need us. You’ll never feel like you’re doing it alone.
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No two businesses are the same, and we don’t use cookie-cutter strategies. We take time to understand your goals, challenges, and the stage you’re at, then tailor our approach to what you actually need to grow sustainably and profitably.
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Yes. Financial strategy touches every part of your business. We regularly help clients review pricing, improve team structure, manage capacity, set financial goals, and model out growth plans. If money’s involved, we’re there.
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Nope! While we’re based in Mornington, Victoria, we work with clients all over Australia. Our systems and processes are cloud-based, so we can collaborate seamlessly wherever you are.
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We offer both. While most of our clients work with us on an ongoing basis for consistent, proactive support, we also offer once-off Profitability Reviews for businesses that want a deep dive into their numbers, margins, and growth opportunities. It’s a great way to get clarity and identify quick wins, even if you’re not ready for ongoing support just yet.
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Start by downloading our services guide if you haven’t already. From there we can book a free discovery call to understand your business, what support you’re looking for, and whether we’re a good fit.