Your Trusted Financial partner
Unlock Financial Success
At CFO and Tax Advice, we go beyond compliance. We partner with SMEs to deliver strategic financial insight, proactive cash-flow planning, and operational excellence so you can make confident decisions and grow with clarity.
ABOUT CFO AND TAX ADVICE
Strategic Financial Guidance at Every Stage of Your Journey
Too many SME’s are stuck with compliance only financial advice. At CFO and Tax Advice, we go further. We deliver strategic insight, monthly reporting with real commentary, and proactive tax planning that keeps you ahead of the ATO.
CFO Support for Every Stage of Your Business
Startups
Laying the financial foundation and early-stage strategy.
Growth
Scaling with discipline, avoiding pitfalls, optimizing for profitability.
Scale
Managing complexity, expanding teams, systems and markets.
Maturity
Strategic decision-making, performance optimization. exit preparation.
Exit and Beyond
Capital raises, acquisitions, succession planning and board support.
Our Services
Comprehensive Financial Services for SME's
CFO Services
Strategic financial leadership without the full-time cost
Corporate Advisory
M&A, business valuations and exit planning
Accounting Services
Accurate, timely and always one step ahead of the ATO
BAS Services
Stress-free GST & BAS lodgment, on time, every time
Why Choose CFO and Tax Advice
24-Hour Response Guarantee
You deserve answers, not voicemail. Every client gets a response within 24 hours — guaranteed. Monday to Friday, 9am–5pm AEST.
Strategy Built Into Every Report
Monthly management accounts arrive with written commentary and insight, not just numbers for you to interpret alone. We tell you what it means and what to do about it.
CPA Practice - Registered & Certified
We are a CPA Practice, Registered BAS Agent, Xero Certified, and STP Phase 2 Compliant. You’re in qualified hands, every step of the way.
Frequently Asked Questions
We offer four core service lines: CFO Services (fractional CFO, cash flow management, board reporting), Corporate Advisory (M&A, business valuations, exit planning, capital raising), Accounting & Bookkeeping Services (bookkeeping, payroll, tax returns, ASIC compliance), and BAS Services (BAS lodgement, GST reconciliation, PAYG withholding). We are based in Oakleigh South and service clients Australia-wide.
Yes. CFO and Tax Advice is a CPA Practice, and Registered BAS Agent (TPB Active) with the Tax Practitioners Board. All tax, BAS, and advisory engagements are handled by certified, registered professionals.
We guarantee a response within 24 hours, Monday to Friday. Your questions deserve answers, not voicemail or a three-day wait.
Yes. While we are based in Oakleigh South VIC 3167, we provide CFO, accounting, bookkeeping, BAS and advisory services to SMEs and clients across Australia. Our cloud-based approach means location is never a barrier.
Book a free consultation via our website or call us on 0494 176 201. We’ll discuss your situation and recommend the right service for your business – no obligation.
Ready to Take Control of Your Finances?
Book a free consultation with our team today. No jargon, no pressure, just honest financial advice that moves your business forward.
Our Details
Phone
Address
Oakleigh South VIC 3167, Melbourne, Australia
Business Hours
Monday – Friday, 9:00am – 5:00pm AEST
