Simic Financial
Virtual CFO Advisory Melbourne
Services
Virtual CFO Advisory
Expert, hands-on CFO advisors to guide your business with smarter strategy and better financial reporting.
Business Success Review
A comprehensive deep dive into why your business is not hitting its targets, how it can improve, and what the risks are coming into expansion/M&A.
Full Service Bookkeeping
Seamless full-service bookkeeping – from managing an accounts@ inbox and payroll to making sure your month-end close is always smooth.
Book a Discovery Call
Why Us
Trusted by 100’s of Small Businesses
If your business is doing well but financial decisions still feel unclear, reactive, or heavier than they should — you’re not alone.
Many Melbourne-based businesses reach a point where compliance accounting is no longer enough, but hiring a full-time CFO doesn’t make sense yet. That’s where a Virtual CFO becomes a game-changer.
At Simic Financial, we provide hands-on Virtual CFO services to ambitious Melbourne businesses ready for clarity, confidence, and controlled growth.
Smarter decisions
Smoother systems
Clear reporting
Less headaches
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How do I know if I need a Virtual CFO?
Book your discovery call now
The best way to find out if a Virtual CFO Advisor is a match for you is to book a no obligation discovery call
What is a Virtual CFO?
A Virtual CFO gives you senior financial leadership without the full-time cost.
But unlike traditional accountants who show up at tax time, we operate as your strategic financial partner all year round.
We work with you on:
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Understanding what the numbers actually mean
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Making confident decisions backed by data
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Planning growth, cash flow, and profitability — before problems arise
Think of us as your CFO for the other 364 days of the year.
Who We Work With
Our Virtual CFO services are designed for Melbourne-based SMEs with annual revenue between $1M and $50M, including:
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Professional services and consulting firms
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Start-ups and scale-ups
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Retail, wholesale, and hospitality businesses
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Founder-led companies preparing for growth or complexity
If you’re the Founder, CEO, or Managing Director and want clearer financial control without building a full finance team, this is built for you.
When a Virtual CFO Makes the Biggest Impact
Most clients come to us when they’re experiencing one or more of the following:
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You’re profitable, but cash flow still feels tight
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You don’t have real-time financial visibility
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Growth decisions feel risky or reactive
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You rely on spreadsheets instead of clear forecasts
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Your accountant focuses on compliance, not strategy
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You know you need CFO-level thinking — but not full-time
Sound familiar? You’re exactly who this service is for.
Our Virtual CFO Services
Every engagement is tailored, but typically includes:
Strategic Financial Leadership
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Budgeting and rolling forecasts
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Cash flow planning and scenario modelling
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Profitability and margin analysis
CFO-Level Reporting
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Monthly management and board-style reporting
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KPI dashboards built for decision-making
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Clear insights, not accounting jargon
Monthly Advisory & Board Meetings
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Structured monthly CFO advisory sessions
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Strategic guidance aligned to your goals
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Accountability and forward planning
Strategic CFO Partner Plan
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A dedicated CFO embedded into your business
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On-call support for decisions, opportunities, and challenges
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Industry-aligned expertise from experienced CFOs
This is not outsourced bookkeeping.
This is financial leadership.
Why Melbourne Businesses Choose Us
We don’t position ourselves alongside traditional accountants — because we’re not playing the same game.
What makes us different:
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Hands-on & embedded — we operate as part of your leadership team
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Fixed, transparent pricing — no hourly billing surprises
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Industry-specialist CFOs — aligned to your business model
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Award-winning credibility — trusted, recognised, proven
Our founder, Tom Simic, was awarded 2025 Young Chartered Accountant of the Year, and our team brings deep commercial experience across multiple industries.
Melbourne-Based, Growth-Focused
We work closely with businesses across Melbourne and Greater Victoria, providing local insight with modern, cloud-based delivery.
You get:
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Strategic clarity
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Financial confidence
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A calmer, more controlled path to growth
Without hiring in-house or relying on reactive advice.
Is a Virtual CFO Right for Your Business?
If you’re asking:
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“Are we making the right decisions financially?”
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“Can we grow without risking cash flow?”
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“Why does everything feel harder than it should?”
Then yes — it’s time to talk.
Book a Virtual CFO Discovery Call
Start with a no-obligation discovery conversation.
We’ll help you understand:
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Where your finances really stand
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What’s holding growth back
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Whether a Virtual CFO is the right next step
👉 Book your Virtual CFO consultation today and gain clarity without pressure.