The Growth CFO System

We partner with growth-minded business owners who want real clarity in their numbers and a confident path to stronger, more profitable decisions.

Unlike most accountants who stop at tax returns, we go further—combining accounting, strategy, and business coaching into one complete system.

The Growth CFO System

01

Compliance

Your Tax & Accounting - We take care of every lodgement, return, and regulatory detail so you never have to stress about deadlines or surprises. You’ll feel complete peace of mind knowing your financial foundations are solid and everything is handled on time.

02

CFO

Your Virtual CFO - We turn your numbers into clarity and direction with real-time dashboards, strategic insights, and proactive advice. You’ll feel confident making business decisions backed by facts, not guesswork.

03

Coaching

Your Business Partner - We help you enhance your systems, leadership, and team, so the business runs smoothly and reliably, even when you’re not there. You’ll feel more freedom and peace of mind, knowing everything continues to perform while you focus on what matters most.

04

Growth & Freedom

The Results - With strong financial foundations and the right systems in place, your business becomes a vehicle for lifestyle and legacy. You’ll feel free, proud, and secure knowing the business works for you—not the other way around.

Pricing: Clear & Transparent,

Just Like Your Numbers

All plans include full compliance to cover the essential ATO, ASIC, and government red tape requirements. The Growth CFO System delivers support and clarity for your business. Performance Coaching is recommended if you're serious about growing your business and reclaiming your time.

The Growth CFO System

$1,500 p/m

Real-time financial insight and strategic decision-making with your Virtual CFO.

What's Included?

  • Monthly Performance Dashboard & Commentary

  • Quarterly One-on-One Performance Meetings

  • Annual Tax Planning, Budgeting & KPI Setup

  • Cash Flow Planning

  • Unlimited Tax & Business Support Calls*

Compliance

$Included

Full compliance confidence—no more last-minute stress or ATO surprises.

What's Included?

  • BAS & IAS Lodgments

  • Annual Financial Statements

  • Company, Trust & Personal Tax Returns

  • ASIC Lodgements & Company Resolutions

  • Trust Resolutions

  • Taxable Payments Annual Report (TPAR) Lodgement

  • Bookkeeping

Employees

$500 p/m

Essential compliance support if you have employees.

What's Included?

  • Fringe Benefits Tax Return

  • Payroll Tax Lodgement

  • Payroll Support

  • Not Optional If You Have Employees

  • Award Determination

Performance Coaching

$500 p/m

Building a business that grows without consuming your life.

What's Included?

  • Monthly Live Group Coaching Sessions

  • Access To Our Training Library

  • Access To Proven Systems & Software Stack

  • Peer Group of Business Owners Learning & Growing Together

Compliance

$1,600 p/m

For businesses that just need compliance handled right.

What's Included?

  • BAS & IAS lodgments

  • Annual financial statements

  • Company, trust & personal tax returns

  • ASIC lodgments & company resolutions

  • Trust resolutions

  • Taxable payments annual report (TPAR) lodgment

  • Basic financial dashboard

  • Annual tax planning

  • Quarterly check-in meetings

  • Email & phone support

  • Bookkeeping not included

Growth CFO

$2,200 p/m

For businesses that want strategic growth and support.

What's Included?

  • Everything in Compliance, plus:

  • Monthly performance dashboard & commentary

  • Quarterly one-on-one strategy meetings

  • Cashflow planning & forecasting

  • Annual budgeting & KPI setup

  • Unlimited tax & business support calls*

  • Priority response times

  • Bookkeeping not included

Performance

$2,800 p/m

For businesses serious about building systems & scaling.

What's Included?

  • Everything in Growth CFO, plus:

  • Monthly live group coaching sessions

  • Access to our training library

  • Proven systems & software stack

  • Peer group community

  • Advanced tax planning & optimisation

  • White-glove priority support

  • Bookkeeping not included

Employees Add-On | $400 p/m

Essential compliance support if you have employees, covering:

Fringe benefits tax return

Payroll tax lodgment

Payroll support

Not optional if you have employees

Award determination not included

Additional Services

Bookkeeping: $800-$1,500 p/m (depending on transaction volume)

M&A Advisory (Due Diligence, Structuring, Exit Planning): Custom pricing

*Pricing: All prices quoted exclude GST. For more details on pricing inclusions, click HERE.

Additional Services

Our role doesn’t stop at compliance and performance. Growth CFO clients also gain access to advanced advisory services that help you buy, build, and exit businesses with confidence and clarity.

Bookkeeping

Accurate bookkeeping underpins every confident business decision. If you already have a capable bookkeeper, keep them — we’ll collaborate and mentor them to align with The Growth CFO System. If your current setup isn’t delivering the clarity you need, our in-house team can handle it seamlessly so you get consistent, accurate data.

Due Diligence

Purchasing a business is one of the biggest financial decisions you’ll make, and getting it right starts with clarity. We provide thorough due diligence — financial analysis, performance insights, and risk assessment — so you can move forward with confidence, knowing exactly what you’re buying and its potential value.

Business Structuring & Protection

Whether you’re starting or acquiring a business, how you structure it matters. We design the right setup to protect your assets, manage risk, and optimise tax outcomes so your business is secure and ready to grow.

Business Sale & Exit Planning

Exiting your business should be the reward for years of hard work, not a source of stress or uncertainty. We help you plan and prepare for a successful sale or transition — improving valuation, strengthening your financial story, and ensuring your exit aligns with your personal and financial goals.

Why Choose The Growth CFO?

Most accountants understand numbers. Far fewer have run a business outside their own practice or navigated the operational pressures that owners manage every day.

Craig has. He built his first business from scratch in 2009, scaled it, and sold it in 2015. Since then, he has started, grown, and exited multiple businesses across e-commerce, equipment hire, services, and advisory. He understands the realities that sit behind the numbers because he has lived them.

As a CPA with a law degree, Craig combines deep technical capability with real-world commercial experience. He has advised dozens of trades, services, and e-commerce businesses on structure, performance, and growth, helping owners avoid costly mistakes and build stronger, more resilient companies.

With The Growth CFO you are not just getting an accountant. You are getting a financial partner who brings clarity, experience, and strategic guidance to help you grow with confidence.

Credentials:

Fellow Certified Practising Accountant (FCPA) | Bachelor of Commerce (Accounting) | Bachelor of Laws (Distinction) | Tax Agent

Client Success Stories

Hear from Louis Boeglin...

Still Wondering If It’s Right for You?

It’s hard to leave my accountant.

We get it — changing accountants feels like a hassle. That’s why we handle the entire transition for you, from requesting your records to setting up your new systems. Most clients are fully onboarded within a few weeks with zero disruption to business. The only thing that changes is how much support and insight you receive.

Who is it for?

The Growth CFO System is designed for established businesses turning over about $1–10 million. You might already have a bookkeeper or even a part-time accountant, but you’re missing proactive financial direction. If you want more clarity, control, and confidence in your business decisions, this is for you. Note: if you sit just outside the $1-10 million turnover range and you think we're a good fit, let's jump on a discovery call and see.

Why do I need The Growth CFO if I’ve already got an accountant?

Most accountants focus on reporting the past. We help you plan the future. Your existing accountant likely handles tax returns and compliance. We take it further — using your numbers to guide strategy, improve cash flow, and support growth. Many of our clients still keep their bookkeeper, but rely on us for high-level financial leadership and insight.

I do my own books — why would I need The Growth CFO?

If you’re handling your own bookkeeping, STOP! As a business owner, your time is more valuable in growing your business than doing admin-type work. This is one of the key principles we teach you in our coaching program. We can take over your bookkeeping, then The Growth CFO System builds on that foundation by helping you interpret those numbers strategically. We turn your data into decisions — identifying which parts of your business drive profit and which hold you back.

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