Practice area
Advisory and CFO services
Budgets, forecasts and an outside view on big decisions, from Business Mantra Accountants, for owners who want to plan their growth rather than react to it.
On this page
About Advisory & CFO
Many business owners make big decisions with last year’s numbers. Advisory and CFO support looks forward: where cash will be in three months, what a new hire or location will cost, and whether the business is on track for its goals.
Business Mantra Accountants offers part-time, virtual CFO support for budgeting, forecasting and financial analysis, and helps set up advisory boards that meet regularly to test plans and keep owners accountable. It can also talk through the business and tax side of investing in, or raising money for, a startup.
Good advice needs good numbers, so CFO work often goes hand in hand with bookkeeping from My Biz Books and tax planning with Business Mantra Accountants.
Our Advisory & CFO services
CFO & virtual CFO services
Budgeting, forecasting and financial analysis from a part-time CFO, without a full-time hire.
Delivered by Business Mantra Accountants
Advisory board
A structured advisory board to test decisions and keep your growth plans accountable.
Delivered by Business Mantra Accountants
Startup investments
Ask us about the risks and returns of investing in, or raising money for, a startup.
Delivered by Business Mantra Accountants
When to talk to us
You’re growing quickly
Sales are up but cash is tight, and you need a forecast you can rely on.
You face a big decision
A new location, a major hire, new equipment or a change in prices.
You need finance
A lender wants budgets, forecasts and up-to-date financial statements.
You make decisions alone
You’d value an outside view and someone to keep you accountable.
You’re raising or investing money
You’re a founder looking for investors, or you’re thinking of investing in a startup.
How it works
Understand the business
Your goals, figures and current reporting are reviewed.
Build the numbers
Budgets, cash flow forecasts and the measures that matter to you are set up.
Meet regularly
Monthly or quarterly meetings review the results against the plan.
Adjust the plan
Plans are updated as the business and its market change.
Who delivers it
Business Mantra Accountants
Chartered accountants and business advisors
A Perth accounting and business advisory practice covering accounting, tax, advisory and CFO services, plus an in-house business technology team.
Delivers CFO & virtual CFO services, Advisory board and Startup investments
Good to know
Business advice and investment advice are different
CFO and advisory work is advice about running your business. Personal advice about investing in financial products must come from a licensed financial adviser, such as Wealth Mantra’s.
Startups carry high risk
Money invested in early-stage companies can be lost entirely, and the shares can be hard to sell.
Advisory boards advise
An advisory board gives advice. The company’s directors remain legally responsible for its decisions.
Questions about Advisory & CFO
Can’t find your answer? Ask us and we’ll pass your question to the right business.
Insights
Guides from the group’s specialists
Advisory & CFO
The Power of Integrated Advisory: How Connected Finance, Migration, and Workforce Support Accelerate Business Growth
How tax, bookkeeping, super, insurance, hiring and visa decisions affect each other, and what changes when your advisers work from the same information.
Business Mantra · 4 min read
The group
Other practice areas
Accounting & Tax
Business and individual tax returns, tax planning, FBT, R&D incentives and company compliance.
Bookkeeping, Payroll & Business Administration
Bookkeeping, payroll, BAS and accounting software, handled day to day.
Business Finance & Property
Business lending, asset finance and commercial property finance.
Wealth & Financial Planning
Financial planning, super, investments, retirement and estate planning.
Insurance & Protection
Life, TPD, income protection and trauma cover, plus insurance reviews.
SMSF & Superannuation Structures
SMSF setup, administration, advice and independent audit.
Recruitment & Workforce
Recruitment, labour hire, staffing and HR support for employers.
Migration & Visas
Skilled, employer, family, student and visitor visas, citizenship and appeals.
Business Technology
IT support, cyber security, cloud, websites, software and AI automation.
Next step
Need advice inAdvisory & CFO?
Start with a conversation and we’ll connect you with Business Mantra Accountants.
