Inflect Advisory — Melbourne, Australia
I work with growth SMEs and PE-backed businesses as a fractional CFO, financial modelling specialist, and financial infrastructure advisor. CPA-qualified, based in Melbourne.
For growth SMEs
Fractional CFO from $3,500/month. Financial modelling from $5,000 fixed fee.
For PE-backed businesses
CPA-led ERP implementation and finance transformation from $75,000 fixed price.
The problem
Whether you are a business owner or a PE operating partner, the symptoms are the same. The cause is always the same. And it is fixable.
Your bookkeeper keeps the records. Nobody is reading them strategically, forecasting from them, or presenting them to anyone who matters.
Gut feel and bank balance are not a financial strategy. You need a P&L, a cash flow forecast, and financial models that support your decisions.
If you went to a bank, an investor, or a potential buyer tomorrow, your financials would not hold up. That gap costs you options and leverage.
Manual reconciliation, disconnected systems, and no close calendar mean the numbers arrive too late to be useful.
Board packs assembled overnight before meetings. Numbers that could not survive an acquirer’s due diligence.
Clean financials that survive due diligence need to be built years before exit, not in the three months before a sale process begins.
What I do
Every engagement is scoped and priced upfront. No hourly rates and no surprises.
01 — Most popular
For business owners who need CFO-level financial thinking without the full-time cost. Monthly board pack, cash flow forecasting, management reporting, variance commentary, budget vs actuals, one strategy call per month, and ad hoc access.
From $3,500/month02
Purpose-built models for decision-making, capital raising, and investor reporting. 3-way integrated forecasting, scenario and sensitivity analysis, acquisition modelling, LP-ready forecasts, and board-ready capital raising models.
From $5,000 fixed fee03
Chart of accounts, close calendar, approval workflows, designed from the investor output backwards. Before a single line of software is configured.
Part of fixed-price engagements04
A tight, purposeful implementation scoped to your requirements: clean P&L, real-time cash visibility, budget vs actuals, and reporting that holds up under scrutiny.
From $75,000 fixed priceWhy this combination is rare
Most fractional CFOs advise. Most ERP consultants implement. Most financial modellers build and hand over. I do all three, which means the system I build produces the reporting I would stake my professional reputation on, the models reflect the real financial dynamics of the business, and I am the one presenting both to your board every month.
As a CPA currently working as Head of Finance in an SME, my experience is current and practical. I know what a business owner needs to see on a Monday morning. I know what a PE operating partner needs before a quarterly LP meeting. I know what an acquirer will look for during due diligence.
I work with a small number of clients at a time, typically introduced through accountants, business brokers, bankers, and PE operating partners across Australia.
Certified Practising Accountant with executive finance experience across multiple SME industries.
Currently operating as Head of Finance in an SME. The experience is current, not theoretical.
3-way forecasting, scenario analysis, acquisition models, LP-ready forecasts, and capital raising models.
Hands-on implementation across accounting, invoicing, purchasing, inventory, and operations.
Every engagement is scoped and priced upfront. No hourly rates and no change order surprises.
Recent results
“For the first time, I knew exactly where the business was going, not just where it had been.”
A Melbourne-based services business owner had been running on gut feel and bank balance for three years. Within 60 days of engagement, they had a monthly board pack, a rolling 12-month cash flow forecast, and the financial clarity to make a significant capital investment with confidence.
“Their first post-implementation audit was the cleanest in the company’s history.”
A PE-backed business moved from a fragmented, spreadsheet-dependent finance function to a fully implemented Odoo environment, on time and investor-ready. The operating partner had reliable reporting within 90 days of engagement start.
Engagement options
All engagements are fixed price or fixed monthly rate. You know the full cost before we start.
Financial Modelling
Every engagement is scoped to a specific deliverable and delivered as a fixed-fee project. No hourly rates, no open-ended scope.
From $5,000 fixed fee per engagementFractional CFO
$3,500
Per month — 30 days notice to exit
Option A
$75,000
Fixed price
Option B
$110,000
Fixed price
Option C
$160,000
Fixed price
Get in touch
Whether you are a business owner who needs a fractional CFO or financial modelling support, or a PE operating partner with a portfolio company that needs financial infrastructure built properly, I would like to hear from you.