Get practical, founder-led support across financial strategy, cash flow management and strategic decision-making. We help you prepare robust financial systems, strengthen cash flow and move forward with clarity and confidence.
Create Financial works with founders to build financial strategy and governance based on business stage, growth plans and financial position. This includes establishing financial systems and controls, preparing accurate financial reporting, and building forecasts that show how your business will scale.
Ready to Get Strategic CFO Support With Confidence?
Speak with the Create Financial team to understand your financial challenges, assess your current position, and build a financial strategy that aligns with your growth plans and operational needs.
Estimate Your Annual Support Fees
Ongoing CFO Support
Xero Bookkeeping and Xero Review
BAS or IAS Filing (Annual estimate assumes 4 filings)
Estimated Cost Summary
This estimate is indicative only. Final pricing depends on scope, entity structure, transaction complexity, and service requirements. Monthly payment options are available where annual scope is agreed in advance. Book a call for a personalised quote.
Getting strategic CFO advice is not just a financial exercise. It involves understanding how to structure your business, how to manage cash flow effectively, and how to position your financial operations for sustainable growth. Create Financial brings practical founder experience together with financial and commercial expertise, giving you support that reflects how successful businesses are managed in the real world.
Founder-led perspective
We've managed financial operations when every decision felt critical, optimised cash flow during those nail-biting months, and scaled businesses without losing sight of the numbers that matter. Your financial strategy is shaped by founders, operators and investors who've been in the CFO seat when it counts – not generic templates that ignore the reality of running a business.
Support that evolves as you grow
As your business moves through different growth stages, your financial and operational needs change. Create Financial provides ongoing support across CFO advisory, financial systems, compliance and commercial advice, helping your financial foundations keep pace with your ambitions.
Lower risk through strong financial governance
Robust financial systems, accurate reporting and structured financial controls reduce the likelihood of issues arising during audits, compliance reviews or investor assessments.
Aligned support across your financial operations
Whether you need cash flow management, financial forecasting, budgeting or strategic financial advice, your financial approach is aligned with your broader business structure, governance and growth plans. This avoids fragmented advice and short-term decisions that create long-term constraints.
Financial strategy, not just compliance
Rather than focusing only on tax and compliance, Create Financial helps you build financial systems and strategy that support sustainable growth. This includes clear financial reporting, credible forecasts and a financial narrative that reflects how your business will scale.
This support is designed for founders who want clarity, structure and confidence when pursuing strategic financial advice, rather than navigating financial decisions in isolation.
Strategic CFO advice does more than improve your financial reporting. It improves how you plan, how you make decisions, and how confidently you can pursue growth opportunities. When financial strategy is approached with clarity and intent, the benefits compound over time.
Taken together, this ensures your financial operations support long-term value creation, not just short-term cash flow relief.
Clearer financial visibility and forecasting
You gain a more accurate view of your financial position, cash flow trends, and how your business will perform, allowing you to identify pressure points and plan accordingly.
Faster and more confident decision-making
With strong financial systems and reporting in place, you can make strategic decisions quickly and confidently, without delays caused by missing information or unclear data.
Stronger financial control and governance
Well-structured financial systems and clear reporting improve operational control and reduce risk, making your business more resilient and better positioned for growth.
More confident strategic decision-making
With financial strategy mapped and financial visibility improved, founders can make growth decisions with greater confidence and less uncertainty.
Lower risk during reviews and compliance
Clear financial documentation and consistent reporting reduce the likelihood of issues arising during audits, compliance checks or investor due diligence.
Better operational efficiency and cost control
A structured financial approach helps you identify cost savings, optimise cash flow and allocate resources more effectively, protecting profitability and supporting sustainable growth.
Financial Strategy and CFO Support Options
CFO advice comes in several forms, and each option suits different stages of growth, operational complexity and financial objectives. Understanding how each approach works helps founders choose financial support that strengthens operations without creating unnecessary complexity or cost.
Fractional CFO services
Strategic financial guidance and advisory support to help founders navigate complex financial decisions and build sustainable business structures. Expert CFO advice is foundational to everything else, providing clarity on cash flow, financial planning and long-term value creation.
Financial systems and reporting
Building robust financial systems and accurate reporting creates the foundation for better decision-making and operational control. This includes accounting systems, financial controls and regular reporting that give you visibility into your business performance.
Cash flow and working capital management
Effective cash flow management ensures your business has the liquidity to operate smoothly and invest in growth. This includes forecasting, working capital optimisation and planning for seasonal or cyclical variations.
How to build a strong financial foundation
Most growing businesses benefit from a combination of financial systems, regular reporting and strategic advice. A structured approach helps you build financial discipline, improve decision-making and create the foundation for sustainable growth.
Strategic financial advisory
Strategic financial advice covers pricing, unit economics, growth strategy and long-term financial planning. This helps you understand the financial implications of business decisions and align your operations with your commercial goals.
Create Financial supports founders in assessing these options, understanding trade-offs and building the financial foundations required to scale with confidence.
What Founders Say About Working With Create Financial
'Roman has been an exceptional partner as we've scaled our fast-growing SaaS tech company 'Busable.app'
He's incredibly knowledgeable, pragmatic, and always focused on what actually matters for founders running at speed. Roman is consistently quick to respond (like super quick!), explains complex topics clearly, and brings a calm, structured approach to decision-making.
What really stands out is that he thinks beyond compliance and admin. He genuinely understands how modern SaaS businesses operate and gives advice that's commercially grounded, not theoretical.
I highly recommend Roman for any fast growing SaaS business!'
Heroly Chour
'We've worked with Roman and his team across several of our businesses, and they've been an incredible partner. Roman himself has been outstanding, providing us with invaluable CFO guidance and financial advisory support and helping to secure our financial foundation for the future.
The team has not only handled our tax work with precision and care but also expertly guided us through financial planning and strategic decision-making, making it much easier to navigate complex financial decisions. Their advice on structuring and setting up an ESOP was foundational for our newest venture as well.
In short, we highly recommend them to any founder looking for top-notch financial and advisory support.
Thanks to Roman and the team for being such a valuable part of our journey!'
Gavin Tye
More Than CFO Support: Our Broader Services
Strategic CFO advice works best when it is supported by strong financial foundations. Create Financial provides end-to-end support beyond financial strategy, helping founders build the systems, reporting and governance needed to scale with confidence.
This integrated support ensures that your business is set up to make better financial decisions and scale sustainably.
Accounting and tax compliance
Thorough bookkeeping, tax preparation, BAS handling and compliance reporting to keep your financial position clean and strategically aligned.
Commercial and strategic advisory
Support on pricing, unit economics, growth strategy and financial decision-making to improve your financial position and long-term value.
Structuring, governance and compliance
Entity structuring, ASIC compliance and financial services compliance to reduce risk as your business grows.
Financial planning and forecasting
Budgeting, cash flow forecasting, scenario planning and financial modelling to improve visibility and support strategic decision-making.
Fractional CFO support
Strategic financial leadership, budgeting, forecasting, cash flow management, capital strategy support, ESOP setup, and exit readiness without the cost of a full-time CFO.
Who CFO Support Is For
Strategic CFO advice is most effective when it aligns with your stage of growth, operating model and commercial ambitions. Create Financial works with founders and leadership teams who want structured, credible support to strengthen their financial operations and build stronger financial foundations.
Early-stage founders building financial foundations
If you are establishing financial systems, preparing for growth or exploring strategic financial planning, Create Financial helps you clarify your financial position, build investor-ready financials and avoid common early-stage financial mistakes.
Businesses preparing for investor due diligence
If you are moving towards a capital raise or strategic investment, Create Financial supports financial readiness through clean financials, credible forecasts and structured documentation.
Founders navigating complex financial decisions
When multiple strategic options are available, Create Financial helps you assess trade-offs, evaluate financial implications and align decisions with your long-term commercial goals.
Businesses seeking to optimise financial operations
If your business is looking to improve cash flow, strengthen financial controls or build better financial systems, Create Financial helps you develop a financial strategy that supports sustainable growth.
Growing businesses seeking to accelerate expansion
For businesses hiring, entering new markets or scaling product and operations, Create Financial supports financial strategy that balances growth ambition with cash flow discipline and long-term sustainability.
This support is designed for founders who want clarity, structure and confidence when pursuing funding for small business, rather than navigating funding decisions in isolation.
CFO advice includes strategic financial leadership, cash flow management, financial forecasting, budgeting, financial systems setup and strategic financial decision-making support. The right mix depends on your business stage, operational complexity and growth objectives.
What financial support options are available for early-stage businesses?
Do I need strong financial systems before seeking strategic financial advice?
How long does it take to establish effective financial systems and strategy?
Can Create Financial help with both financial strategy and ongoing financial management?
Early-stage businesses often benefit from fractional CFO support, financial systems setup and strategic financial planning. The most suitable options depend on your current financial maturity, operational complexity and growth ambitions.
Not necessarily. Create Financial can help you build financial systems and establish the foundation you need. Whether you already have systems in place or are starting from scratch, we work with you to develop the financial infrastructure that supports your growth.
Timelines vary depending on your current position and complexity. Building financial systems and establishing effective processes typically takes several weeks to months. Strategic financial planning is ongoing and evolves as your business grows.
Yes. Create Financial supports financial strategy and planning alongside ongoing CFO services, accounting and compliance, helping businesses maintain strong financial foundations as they grow.
Ready to Get Strategic CFO Support With Confidence
Strategic CFO advice shapes how your business operates and grows. With the right financial strategy, systems and guidance, CFO support can improve decision-making and support sustainable growth rather than create unnecessary pressure. Whether you are looking to strengthen cash flow, improve financial controls or prepare for growth, having the right guidance helps you move forward with confidence.
Speak with the Create Financial team to understand your financial challenges, assess your current position and build a financial strategy that aligns with your growth plans and operational needs.
