Simic Financial
Clarity. Strategy. Results.
Virtual CFO Advisory
This isn’t just number-crunching, it’s financial strategy built to scale your empire.
As your Virtual CFO, we dive deep into your business with high-impact tools like financial modeling, forecasting, and strategic planning that actually drive decisions.
We help you set profit-focused targets, spot risks before they hit, and align your numbers with your next big move. Think of us as your financial co-pilot guiding growth, protecting cash flow, and giving you the confidence to scale without second-guessing.
You bring the vision. We bring the strategy and numbers to get you there faster, smarter, and more profitably.
Full Service Bookkeeping
Imagine never touching your accounts inbox again. With our done-for-you bookkeeping, we handle everything—payroll, invoicing, reconciliations, Xero clean-ups, and yes, even that messy pile of receipts.
We keep your books investor-ready, your payroll running smooth, and your admin time near zero. No more late nights fixing “small” finance stuff. Just clean, clear numbers and a financial back office that runs like clockwork so you can get back to building your business, not buried in spreadsheets.
More Profitable & Better Cashflow
Fast Track Growth & Value
Mental Clarity & Peace of Mind
Do Any of These Sound Like You?
You’re Ready to Scale but Your Numbers Aren’t
Your vision is big, but your financial systems are holding you back. You need structure and strategy to grow with confidence.
Lacking Financial Support
You’re looking for someone who understands your business and helps guide the big picture not just someone ticking boxes. Your accountant only handles year-end tax and sees you once per year to discuss it
Your Financial Processes Are Clunky and Costing You Time
Manual workflows, messy systems, and inconsistent reports are slowing you down. You’re ready for streamlined, reliable operations and automations, not MYOB and paper processes.
Fast Moving Tech Startups
You’re growing quickly, your financials are getting complex, and you need investor-ready reporting, modelling and strategic support that keeps up.
You Want CFO Expertise Without the Full-Time Cost
You know you need high-level financial strategy, but hiring a full-time CFO just doesn’t make sense right now. Why pay $300,000 p.a when you can get all the best tips for a fraction of this
You’re Constantly in Catch-Up Mode
Month-end feels like a scramble, and your financials are always behind. You want real-time reporting and a proactive finance partner. The reports also don’t effectively reflect what KPI’s the team should be focusing on.
How We Work
A Process Proven Time & Time Again
5 Steps to ensured business excellence, both financially and aligning to personal goals.
We’ve helped dozens of clients increase profit using our system!
Our Monthly Advisor Packages
We work best with businesses in the $3m – $50m Annual Revenue Range, but also support selective new Start-Ups
Strategic CFO Partner
Everything in the lower tiers +
Hands-on CFO that feels part of your business (active in your slack/teams chat for regular queries/reporting)
Investor and VC ready financial reporting packs
Full management of EOFY tax, audits, international expansion and 3rd party advisors
Advanced financial modeling
M&A Strategy for rapid expansion/exit
Executive KPI reporting with forecasting tools.
Strategic monthly board meetings.
Interal SOP & financial processes improvement
Compliance and risk management registers
Access to senior advisors for debt or equity fundraising for faster growth
*Options for active business support, through outsourcing of all finance accounting/bills/CFO Services.
CFO Advantage
Monthly deep-dive finance meetings managed by expert CFO’s
Advanced annual budget and forecasting scenario planning
Tax strategy, ATO management and lodgement management
Ongoing risk analysis across the business
CFO-led team of specialists delivering actionable strategies
AR/AP reviews with improvement guidance
Custom monthly performance reports for all parts of the business to identify trends/weak points
Access to additional financial software tools for self-implementation/trend/scenario analysis
Start-up Supporter
Quarterly deep-dive finance meetings with expert insights
Consolidated performance reports comparing all business units/locations
Custom monthly performance reports highlighting trends and weaknesses
On-call CFO advisor for strategic clarity
KPI development and ongoing financial health checks
BAS, IAS, and ATO compliance fully managed
On-call CFO advisor for strategic clarity
Comprehensive Business Review
One-off Comprehensive Business Review
A one-off full analysis of all key areas of concern, aimed at getting quick-wins and a clear profit/value improvement strategy to implement
Financial health and decision readiness review
Profit Margin analysis and benchmarking versus industry standards
Systems, processes, and operational efficiency assessment (review of processes for payroll, budgeting, reporting, leave, invoicing etc)
Risk and compliance gap identification
Leadership interviews and in-person process walk-throughs to identify inefficiencies
Outcomes
Clear insight into what to fix, why it matters, and how to implement it
Includes a detailed Business Strategy Gap report – what is missing to get the business aligned to the partner’s dream business
Includes full industry economics deepdive report from IbisWorld
Includes a Custom Performance Report on the current financial situation and highlighted areas
Includes specific software & process improvement recommendations tailored to your business
Includes guides for self-implementation, or the option to work with one of our CFO Advisors ongoing
*All Business Reviews are custom tailored and can be focused on anything from cashflow, internal financial processes, profitability to “getting market ready & achieving a better sale price”
English (United States) 
French