simic financial
About Us
We help small businesses grow into confident, successful enterprises by bringing clarity, structure, and strategic insight to their finances.
Through our full-spectrum Virtual CFO services, we manage everything from day-to-day bookkeeping to high-level financial strategy. That means clear reporting, smarter decisions, and less time in the admin.
You get the support of an experienced finance team without the cost of a full-time CFO.
Let’s simplify your finances, so you can focus on what you do best: growing your business.
Trust the Numbers
Our countless success stories across a range of industries are the result of our Consistent CFO System;
A series of steps and checklists we follow with businesses to ensure growth is profitable and sustainable.
The success of our system has been recognised Australia-wide, with Founder, Tom Simic being named the 2025 Young Chartered Accountant of the Year for the extraordinary results we’ve achieved for clients.
Using our Consistent CFO System, 41.6% of our clients last year made $1 million Profit MORE than the previous year!
The Story Behind Our Rapid Growth
Australia’s fastest growing CFO Advisory Firm
Founder Tom Simic built Simic Financial after seeing the same problem again and again through hundreds of businesses.
As a tax accountant, Tom met business owners who thought their accountant was their strategic advisor. They weren’t.
Most “advisory” was a yearly tax chat about numbers already 18 months old. The time and depth just weren’t there, and isn’t the specialty of accountants that are already too busy with tax work.
Later, working inside tech startups, he watched ambitious businesses make another costly mistake. They hired a full-time Financial Controller, expecting strategy. They got reports and an expensive bookkeeper.
The businesses that pulled ahead did something smarter: a part-time bookkeeper handling the back end, and a senior CFO handling the strategy.
Better foundations. Better decisions. Half the cost.
Then AI changed everything. Tax returns and bookkeeping are now mostly automated. The real value sits with a senior advisor who knows your business, covers tax, finance, and strategy, and works with you in real time. Not someone who calls once a year about last year.
Simic Financial was built for that reality. A senior CFO inside your business. A clean bookkeeping function underneath. Strategic advice from people doing this work every day at the highest level in Australia.
Our incredible client results have made Simic Financial one of Australia’s fastest growing professional services businesses. Because the market finally caught up with what business owners actually needed all along.
What We Do
HOW WE SCALE BUSINESSES
Team
Our Experts
We have a contracted team of CFO’s across a diverse range of specialty industries, and also have a superstar in-house team supporting our clients:

Tom Simic
Founder, Principal CFO Advisor
With 6x University Degrees, multiple business exits, and a drive for entrepreneurship – Tom is the Founder at Simic Financial.
Specialty areas:
- Professional Services
- Startups
- Hospitality

Larissa Ball
Senior Finance Manager, CFO Advisor
With a Big 4 background and years working globally in high-end fashion, retail & ecomm, Larissa is an expert CFO for FMCG businesses.
Specialty Areas:
- Fast Moving Consumer Goods
- eCommerce
- Retail/Wholesale/Inventory based businesses

Stephen Coote
Senior Virtual CFO Advisor
Former ASX CFO with significant M&A Advisory experience. Stephen has a breadth of truly high level CFO knowledge across most industries.
Specialty areas:
- M&A Advisory
- Most industries
- Travel, logistics, manufacturing

Xena Baltazar
Bookkeeping Manager
Xena comes from an expert Bookkeeping/Finance Manager background, dealing with companies up to $300m and detailed financial analysis.
Specialty Areas:
- Fast Moving Consumer Goods
- Full Service bookkeeping

Aiza Embodo
Bookkeeper
Specialty Areas:
- Financial reporting
- Audit Support
- Cost Analysis
- AR/AP Management