Outsourced CFO Services

Your Complete Finance Team

Kelly+Partners Outsourced CFO services provide access to a dedicated team of finance professionals, covering everything from day-to-day financial management through to strategic CFO guidance. The result is the financial visibility, control and expertise needed to grow with confidence, without the cost of employing a full internal finance department.

Services span bookkeeping, cash flow management, management reporting, budgeting, forecasting and strategic financial advice - delivered as a single service or as a complete outsourced finance function, and scoped to the specific needs and growth stage of each business.

Bookkeeping & Administration

Maintain accurate, up-to-date financial records and know exactly how the business is performing.

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Accounts Payable & Receivable

Manage cash flow, make timely payments, and stay on top of aged receivables.

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Cashflow Management

Gain visibility and control by tracking inflows and outflows, forecasting future needs, and helping your business grow without unexpected shortfalls.

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Budgeting & Forecasting

Plan with confidence. Build realistic budgets and forward-looking forecasts so you can anticipate challenges and act on opportunities early.

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Management Reporting

Receive timely, meaningful reports that provide clear visibility over business performance and support informed decision-making.

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Financial Performance Reviews

Know what's driving your numbers. Analyse actual results against budgets, forecasts, and key objectives so you understand the why, not just the what.

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KPI Dashboards & Business Insights

The metrics that matter, in real time. We build dashboards that surface trends early so your decisions are proactive, not reactive.

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Strategic Financial Planning

Align your financial strategy with your business goals to support sustainable growth, profitability and long-term success.

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Virtual CFO Advisory

Access experienced CFO-level guidance and financial leadership without the cost of a full-time executive. We help you navigate growth, manage risk, evaluate opportunities and make critical business decisions with confidence.

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	Outsourced CFO	In-House CFO
Cost	A fraction of a full-time salary, scaled to the level of support required	Salary, superannuation, bonus, leave and on-costs
Time to start	Weeks	Months to recruit and onboard
Expertise	A team covering all of your finance needs	One individual, with one set of strengths
Flexibility	Increases or reduces as required	Fixed cost regardless of workload
Perspective	Commercial insight from multiple industries	Limited to prior roles
Continuity	Unaffected by leave or resignation	Single point of failure

An accountant reports on what has already happened, largely for compliance purposes. An outsourced CFO uses that information to inform what happens next — modelling cash flow, testing decisions before they are made, and holding the business to a plan. Most businesses need both, and the two roles work together.

No. An outsourced CFO sits above the bookkeeping function rather than replacing it. Where an internal bookkeeper is already in place, they continue in their role with senior oversight added. Where no bookkeeper exists, that work can be included as part of a complete outsourced finance function.

Yes. Preparing forecasts and financial information for banks, investors or acquirers is a common reason businesses engage this service, as is improving the quality and defensibility of financial reporting well ahead of a transaction.

Many business owners reach a stage where they have financial records but no real understanding of what those records are telling them. An outsourced CFO provides clarity on the current financial position and sets out the specific actions needed to improve it.

Other common triggers include revenue growing without a corresponding improvement in profit, cash flow that cannot be forecast beyond a few weeks, reporting that arrives too late to act on, or an upcoming capital raise, acquisition, expansion or sale. The underlying signal is the same - decisions have outgrown the information available to support them.

Not usually. Xero, MYOB, QuickBooks and other major platforms are all supported. Where a system is genuinely limiting the business, a change may be recommended, and migration and training are handled as part of the engagement.

Typically within weeks of the initial discovery meeting, compared with three to six months to recruit and onboard a full-time CFO. The first phase involves reviewing existing records and systems so that reporting is built on an accurate base.