virtual cfo services

Put your finances in safe hands

Like having your own CFO and mentor in one

As your business grows, the support you need changes. A Chief Financial Officer plays a key role in analysing your financials, ensuring you make the right strategic decisions to sustain and accelerate your growth.

However, taking on a full-time CFO is a major step: iKeep fills the gap if you’re not ready. Our Virtual CFO service helps guide your business growth – ensuring robust financial systems and providing detailed financial analysis – fuelled by our experience with hundreds of companies in many different industries.

Need help with financial modelling?

No budgets or financial models? Our financial modelling services can help get your forecasts on track with your books. We also offer interim re-budgeting options, such as rolling 12-month forecasts every six months, to ensure your projections are always up to date.

What’s included?

Each Virtual CFO service is different because every business is different. Our service will be tailored to suit your stage of business growth and the services you need. Typical services include:

xero bookkeeping

Complete financial management

Accounts managed monthly, including Profit & Loss, Balance Sheet, and extensive Cash Flow Analysis

xero bookkeeping

Detailed reporting and financial data with analysis

A monthly Management Reporting Pack containing a deep dive into your financials and accompanying commentary.

xero bookkeeping

Financial modelling and budgeting

Regular reviews of your cash flow forecasts and adjustment as necessary.

xero bookkeeping

Regular catchups, mentoring and workshops

Regular meetings with a professional CFO to discuss strategic plans. Weekly or monthly, face to face or video – we work to your rhythm.

xero bookkeeping

Advice on fundraising

Suggestions to boost your cashflow, including options to pitch your business to investors.

xero bookkeeping

Connections to grow your business

Facilitating contact with peers in your industry (and others), the financial community and more

xero bookkeeping


What gets measured gets managed. We hold you to your word, with fortnightly accountability calls

Other services

Our services

iKeep Bookkeeping|Virtual CFO Sydney


Outsourced bookkeeping and accounts services simplify the day-to-day financial admin, freeing you up to focus on growing your business.

Daily account reconciliation means you always have access to an up-to-date, accurate financial position – and your dedicated iKeep support team is always available to help

iKeep Bookkeeping|Virtual CFO Sydney


Whether you have one employee or 200, we simplify Australia’s complex payroll obligations, from salary to super and beyond. Our combination of cutting-edge technology and experienced payroll professionals makes calculating payroll as simple as pushing a button – and ensures you always comply with your legal obligations.

iKeep Bookkeeping|Virtual CFO Sydney

Virtual CFO

Like having your own CFO and mentor in one. 

Our Virtual CFO service gives you the expertise of an experienced CFO at a fraction of the cost of a full-time hire. We guide your business growth – ensuring robust financial systems and providing detailed financial analysis – fuelled by our experience with hundreds of companies in many different industries

What happens when I need a full-time CFO?

Our goal is to get you to the stage where you need a full-time CFO – and we celebrate when this happens! Getting to this stage means you’ve reached a monumental milestone in your business. 

Not only will we provide a structured handover service, we can help you find the perfect person to fill our boots by tapping into our extensive network – so you can be sure your finances will always be in safe hands.

Enquire now

Interested in our Virtual CFO service? Enter in your details with a short message about your needs, and we’ll be in touch.

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