Regular In-House CFO Check-Ins

Strategic financial leadership, hands-on oversight, and continuous guidance for your business.

What’s Included

A Complete Executive Finance Function for Your Business

Dedicated oversight that integrates directly into your operations.

On-Site Presence

Regular weekly, fortnightly, or monthly on-site sessions matched to your needs.

Structured Meetings

Formal monthly finance reviews with clear minutes, action tracking, and accountability.

Always-On Access

Direct line to your CFO via dedicated Teams or WhatsApp channels for quick decisions.

Tax & Team Liaison

Direct connection between your internal team and external tax accountant.

How it works

Seamless Integration into Your Leadership Team

We step in as an active part of your management structure.

Schedule & Cadence

Set your check-in rhythm based on operational requirements.

Embedded Oversight

We supervise finance staff, compliance, and monthly reporting.

Strategic Reviews

We hold structured monthly meetings to align numbers with goals.

Continuous Support

Everyday support through dedicated chat channels for advice.

Featured

Rebuilding bank trust and compliance

How embedded CFO advisory restored financial data integrity, settled $5M in debt facilities, and established daily reconciliation routines

$35-40M

annual turnover stabilised across 2 divisions

$5M

debt facilities restored with bank confidence

12-14

payment methods daily reconciled into Xero

365

automated daily transaction journals replacing manual entries

Case Study – Regional Fuel Distributor and Retail Business

Restoring Financial Control for a $35-40M Regional Fuel Distributor

Rebuilding data integrity, restoring bank trust and modernising systems across retail and wholesale divisions.

Why it matters

Real Leadership Requires More Than an End-of-Year Chat

Managing growth takes active financial oversight every single month.

As businesses expand, managing finances purely through an external tax accountant creates blind spots. Day-to-day decisions need real-time commercial guidance.

Our embedded CFO service gives you regular on-site presence, clear accountability, and ongoing advice. We bridge the gap between tax compliance and active business strategy so you stay on track.

So, who do we help?

4ward provides comprehensive accounting and financial services to businesses of all shapes and sizes, in all sectors, right across Australia. Our team is hands-on and are available virtually or physically at your office to provide direct support to you and your team.

Which one are you?

I need a senior CFO in management meetings, but not full-time

Hiring a full-time CFO is a major financial commitment that many growing businesses do not need. Our embedded fractional CFO service gives you senior leadership, regular on-site time, and strategic attendance at key management meetings at a fraction of the cost.

Services Include:

Our internal bookkeeper and external tax accountant do not communicate

Disconnects between internal bookkeepers and end-of-year tax accountants lead to missing records, surprise tax bills, and extra accounting fees. We step in as the central liaison, supervising your internal staff and delivering clean records to your tax advisor.

Services Include:

I am making major commercial choices without an expert sounding board

Making decisions on pricing, hiring, or capital expenditure in isolation is stressful and risky. With a dedicated CFO on your team, you have a trusted advisor available on-site and via direct communication channels whenever key commercial choices arise.

Services Include:

We miss targets because no one holds the leadership team accountable

Strategic goals fall flat without consistent review and follow-up. We chair formal monthly finance meetings, document clear minutes, and assign direct action items, holding your executive team accountable to your financial targets every single month.

Services Include:

Month-end closing takes forever and delays our business planning

When financial accounts take weeks to finalize, you are making operational choices using outdated information. We supervise your monthly close process, implementing routines that deliver reliable monthly financial records within days of month-end.

Services Include:

Fractional CFO Services In a Nutshell

See our practical CFO services focused on growth, cash flow, reporting and financial clarity.

3-Way Forecast

One of the most valuable CFO tools which provides clear visibility over profit and cash drivers, with scenario modelling to improve both.

Real Time KPI Dashboards

Visual real time KPIs that drive proactive action across your team and ensures the business is on track to meeting monthly goals.

Detailed Board Reporting Packs

Monthly board packs with Statement of Cashflows, the metric most CFOs leave out. We go through every number in detail, with a cloud-linked CFO commentary.

Regular In-House CFO Check-Ins

Bi-fortnightly sit-downs where your CFO is on-site, learning your business, engaging your key people, and influencing strategy, not just dialling in remotely.

Hands-On Strategic Advisory

Scenario analysis, 3-way forecasting (profit, cash & balance sheet), tax planning, funding applications, system installs, annual strategy meetings and more.

Training And Coaching

WhatsApp Finance Group with you, Pierre, and your finance team. 24/7 access with a 12-hour response commitment, never left without answers.

Trusted by Business Owners

What Our Clients Say Real results from real business owners across Australia.

Pierre has truly revolutionised our business, and bringing him on as our fractional CFO is one of the best decisions I have made. He provides far more than just financial guidance. He has been instrumental in shaping our leadership team and culture, while also evaluating the business from top to bottom to bring his many years of corporate experience to our relatively new and rapidly growing niche manufacturing company.

Simon Jones

I had the pleasure of working closely with Pierre. He guided me through building an efficient month-end close process and took the time to clearly explain the flow of each report, making sure everything was well understood and automated as much as possible. Pierre’s hands-on approach, deep expertise, and ability to communicate complex processes simply made a huge difference to how I work. Fast, knowledgeable, approachable . Highly recommended for any business looking to get their finances truly in order. Five stars!

Joeann Galfo

Working with Pierre has been such a positive experience. He is passionate, knowledgeable, and extremely thorough in everything he does. His attention to detail and his communication skills made the entire process smooth and easy. Highly recommend.

Kathryn P., Finance Admin, Storage Systems

Having CFO-level expertise without the full-time cost was a game changer. They tailored everything to fit our budget and needs.

James T., CEO, Melbourne

I have worked with Pierre on mutliple occassions and the experience is always great. Pierre really understands businesses and their finances/accounting. I recommend Pierre to any business owner looking to grow and/or get a better understanding of their numbers.

Harrison White

Excellent service. Pierre put a lot of effort into understanding your business and providing tailored solutions to meet your needs. His analytical skills are outstanding.

Princepal Singh

4ward Finance are great to work with — very insightful and knowledgeable.
They took the time to understand my business and explain things in a way that actually makes sense.
Very helpful with guiding on financial decisions and adding real strategic value. Highly recommend their services.

Bookkeeping & Admin Services

Pierre brings incredible clarity and professionalism to our fiscal management. He is a reliable, detail-oriented leader who has significantly improved our financial health and operational efficiency

Scott Bradley

Pierre has a talent for simplifying complex financial issues and providing the kind of data-driven advice that actually moves the needle. Pierre is a CFO who is reliable, transparent, and focused on long-term growth. Its been great to have him on board.

Steve Cox

Pierre has come on board with our company to help us move from a medium to a large business. Personally his care, understanding and most importantly to me his patience have been his best attribute! His knowledge of systems and accounting rules go without saying, but his ability to teach and give you the tools to “DIY” have been the most rewarding part for me

Michael Vallence

We engaged 4ward to help with our finance team as a fractional CFO, and from our experience Pierre is a creative and analytical and tech-savvy CFO, with ability to understand key issues of a business, drill into it analytically, present issues and solutions in clear reporting methods, and also train/help setup in-house accounting and IT methodology to streamline processes and remove inefficiencies.

Rodney Doven

If you’re ready to take your business 4ward, get in
contact with us today.