Inflect Advisory — Melbourne, Australia
I work with growth SMEs and PE-backed businesses as a fractional CFO and financial infrastructure specialist — CPA-qualified, based in Melbourne.
For growth SMEs
Fractional CFO services from $3,500/month — board pack, cash flow, reporting, and strategic financial oversight.
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 someone who can tell you what the numbers mean.
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 to anyone.
Board packs assembled overnight before meetings. Version control issues. 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. You know exactly what you are getting before we start.
01 — Most popular
For business owners who need CFO-level financial thinking without the full-time cost. I become your financial brain — producing your board pack, cash flow forecast, management reporting, variance commentary, budget vs actuals, and joining you for one strategy call per month.
From $3,500/month02
Before touching any system, I map what is broken. Chart of accounts, close calendar, approval workflows, management reporting structure — all redesigned around the output your investors or stakeholders need to see.
Part of fixed-price engagements03
A tight, purposeful Odoo implementation scoped to your requirements: clean P&L, real-time cash visibility, budget vs actuals, and reporting that holds up under scrutiny. Delivered with parallel running so there is no moment of blind financial reporting.
From $75,000 fixed priceWhy this works
Most fractional CFOs advise. Most ERP consultants implement. I do both — which means the system I build produces the reporting I would stake my professional reputation on, because I’m the one presenting it 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. That keeps the engagement quality high and the response time fast.
Certified Practising Accountant with executive finance experience in SME environments across multiple industries.
Currently operating as Head of Finance in an SME. The experience is current, not theoretical.
Hands-on implementation across accounting, invoicing, purchasing, inventory, and operations modules.
Every engagement is scoped and priced upfront. No hourly rates, no change orders, no 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.
Fractional 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 a PE operating partner with a portfolio company that needs financial infrastructure built properly — I would like to hear from you.