Senior financial leadership at a fraction of the $250k+ full-time CFO overhead.
We transform complex financial data into clear, actionable insights you can act on.
Grow with the right financial strategy without increasing payroll complexity.
We sit down with you every fortnight to get you to your destination, you need to come through the windscreen at the road ahead, use your mirrors to change lanes safely, and have the right technology and systems in place to get you there.
Bi-fortnightly sit-downs where your CFO is on-site, learning your business, engaging your key people, and influencing strategy, not just dialling in remotely.
Monthly board packs with Statement of Cashflows, the metric most CFOs leave out. We go through every number in detail, with a cloud-linked CFO commentary.
Know exactly when working capital shortfalls are coming. Be ahead of the game when it comes to accessing debt funding, never be caught off guard.
Power BI dashboards and client-native platforms so you don’t add software costs. Visual KPIs that drive positive action across your team every single week.
Scenario analysis, 3-way forecasting (profit, cash & balance sheet), tax planning, funding applications, system installs, annual strategy meetings and more.
WhatsApp Finance Group with you, Pierre, and your finance team. 24/7 access with a 12-hour response commitment, never left without answers.
Historicals plus forecasts, structured for bank renewal processes and new debt facility applications. Pierre facilitates the entire process on your behalf.
Insurance brokers, finance brokers, XO Digital, tax accountants, Workcover experts, and managed IT, our trusted network at your disposal.
We’re your dedicated CFOs, partnering with you, the CEO, and your finance team to help drive your business 4ward. We work on-site and tailor our services to fit your needs and budget. We review your financial history and break down the numbers in a way that’s easy to understand. With that clarity, we become your strategic partner, helping you tackle challenges, make smart decisions, and plan confidently for the future.
“Trust in the finance world is everything. I build it with my clients through my presence. I’m on site, riding shotgun, learning about your business, engaging your key people, and influencing strategy.”
Turnover range of businesses we serve
Maximum response time commitment
Finance group access
via WhatsApp
Full finance function
for one fixed fee
Getting started is straightforward. From your first conversation to an ongoing strategic partnership, here’s exactly what to expect.
30-minute call to understand your business, your numbers, and where you want to go. No obligation.
We get access to your systems, set up your WhatsApp finance group, and build your first board reporting pack.
Fortnightly on-site meetings. Monthly board packs. KPI dashboards updated. Numbers that tell a story.
Scenario planning, funding applications, growth strategy your full finance team, always on deck.
We like to use the analogy of a car trip. To get to your destination you need to look through the windscreen at the road ahead, use your mirrors to change lanes safely, and have the right technology and systems to navigate in comfort.
Looking back clearly so you can move forward with confidence. Every month, you receive a detailed board reporting pack that tells the full story of your business’s financial performance.
Revenue
$842,300 ↑ 12%
Gross Profit
$312,100 ↑ 8%
Operating Expenses
$198,400
EBITDA
$113,700 ↑ 22%
Net Cash Position
$284,500 ↑
Strategic planning gets you the thinking to drive your business forward. Scenario modelling, 3-way forecasting, and “What If” analysis so you’re never making decisions blind.
Base case EBITDA
$113,700
↑ Prices +5%
$156,400 ↑
+BDM hire ($130K)
$84,200 ↓
Both changes
$122,100 ↑
Your ability to monitor the reality of your business. KPI dashboards and bookkeeper oversight ensure your numbers are always current, accurate, and meaningful.
Revenue vs Budget
104%
Debtor Days
32 days
Creditor Days
41 days
Gross Margin
37.1% ↑
Cash Runway
6.2 months
No pillar of your business is off-limits. Tax planning, asset protection, HR, funding, insurance – Pierre gets involved at the strategic level across all areas.
Funding application
In progress
Tax structure review
Complete ✓
New ERP system
Q3 target
BDM hire plan
Modelled ✓
Insurance review
Saved $18K
4ward provides comprehensive accounting and financial services to businesses of all shapes and sizes, in all sectors, right across Australia. Our team is hands-on and are available virtually or physically at your office to provide direct support to you and your team.
Which one are you?
This is a common concern for many aspirational and hardworking business owners. Especially those who wear many hats in their business and can’t get out of the weeds. Whether you are a small business moving out of the start-up phase, a medium sized business looking to scale-up or a larger business wanting to go after new market segments, we can assist with strategic advice and financial systems that will put you on the right path to your next chapter.
How frustrating, but don’t worry, we can help! We are used to running teams, mentoring juniors and bringing different divisions together. You will no longer need to check every invoice to make sure it’s correct or worry if your suppliers are being paid on time. Let us help you support or build your team’s skills, streamline your systems and put the right checks and balances in place so you can get back to running your business.
We completely understand! Businesses today run many different software systems to manage different aspects of their business, and many of these systems are either joined (via API) or disconnected from the accounting system. Let us help you discover the source of truth in your business and ensure the accounting numbers make sense.
No problem—you’re not alone. We’ll help you find the right Finance Manager and set them up for success from day one. With decades of experience as CFOs, Financial Controllers, and Finance Managers ourselves, we know exactly what it takes. We’ll guide and mentor your new hire, set clear expectations, and help keep them accountable to ensure they deliver real results.
What Our Clients Say Real results from real business owners across Australia.
If you’re ready to take your business 4ward, get in
contact with us today.