Your full finance team for the cost of a  part-time bookkeeper

CFO-level strategy without the CFO cost

Senior financial leadership at a fraction of the $250k+ full-time CFO overhead.

Turn messy numbers into clear decisions

We transform complex financial data into clear, actionable insights you can act on.

Scale smarter, not heavier

Grow with the right financial strategy without increasing payroll complexity.

Take control of your business finances

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.

Regular In-House CFO Check-ins

Understand your financial history and what the numbers really mean.

Detailed Board Reporting Packs

Strategic planning and forecasting to drive your business forward.

Cash Flow Forecast & Report

Real-time visibility to pivot fast and stay ahead of change.

Budgeting & KPI Dashboards

Understand your financial history and what the numbers really mean.

Hands-On Strategic Advisory

Strategic planning and forecasting to drive your business forward.

Finance Team Oversight

Real-time visibility to pivot fast and stay ahead of change.

Bank & Investor Presentations

Understand your financial history and what the numbers really mean.

Access to Key Advisory Partners

Strategic planning and forecasting to drive your business forward.

Take your business 4ward

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.”

$2M–$20M

Turnover range of businesses we serve

12hr

Maximum response time commitment

24/7

Finance group access
via WhatsApp

1 team

Full finance function
for one fixed fee

How it works

Getting started is straightforward. From your first conversation to ongoing strategic partnership — here’s exactly what to expect.

Free Strategy Session

30-minute call to understand your business, your numbers, and where you want to go. No obligation.

Onboarding & Setup

We get access to your systems, set up your WhatsApp finance group, and build your first board reporting pack.

Regular CFO Check-ins

Fortnightly on-site meetings. Monthly board packs. KPI dashboards updated. Numbers that tell a story.

Ongoing Strategic Advisory

Scenario planning, funding applications, growth strategy your full finance team, always on deck.

Take control of your business finances

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.

01. The Rear View Mirror

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.

Monthly board pack - jun 2025

Revenue

$842,300 ↑ 12%

Gross Profit

$312,100 ↑ 8%

Operating Expenses

$198,400

EBITDA

$113,700 ↑ 22%

Net Cash Position

$284,500 ↑

Cach In
0%
Cach Out
0%
Forecast
0%

02. The Windscreen

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.

Scenario analysis - Q3 2025

Base case EBITDA

$113,700

↑ Prices +5%

$156,400 ↑

+BDM hire ($130K)

$84,200 ↓

Both changes

$122,100 ↑

Base
0%
Upside
0%
Downside
0%

03. The Side Mirrors

Your ability to monitor the reality of your business. KPI dashboards and bookkeeper oversight ensure your numbers are always current, accurate, and meaningful.

KPI snapshot - the week

Revenue vs Budget

104%

Debtor Days

32 days

Creditor Days

41 days

Gross Margin

37.1% ↑

Cash Runway

6.2 months

04. Strategic Advisory

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. 

STRATEGIC PRIORITIES - FY2026

Funding application

In progress

Tax structure review

Complete ✓

New ERP system

Q3 target

BDM hire plan

Modelled ✓

Insurance review

Saved $18K

So, who do we help?

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? 

We want to grow, but we’re stuck at our current size

Which one are you? 

Which one are you? 

Which one are you? 

Which one are you? 

Which one are you? 

Which one are you? 

Trusted by Business Owners

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.