EcoFi
Last updated★ –
EcoFi is a finance team for small and medium organisations, based in Barangaroo, Sydney. It is best known for its CFO service, which uses what it calls a 5-step method to financial freedom. Its founder, Adrian Slater, is a Chartered Accountant.
Founder and background
Adrian Slater founded EcoFi and became a Chartered Accountant after a Big 4 cadetship. His earlier work includes time in London and with companies including Yahoo! and Louis Vuitton. The firm says its 5-step method has been developed and refined over two decades, and it describes its model as a CFO focused on top-level strategic work, supported by technology for data processing and reporting.
Services from EcoFi
Tax
Business services
EcoFi works as an outsourced finance team for business owners and CEOs. Its CFO service focuses on freeing up cash and setting direction, and it produces financial and KPI reports tailored to each organisation. Other work includes advanced analytics aimed at profitability and growth, and cashflow management and budgets built for each business. The firm says it applies its method in the retail, technology, professional services and not-for-profit sectors. Prospective clients can register for a free financial review.
Tips for visiting EcoFi
- ✓Register for the free financial review first to see how the firm approaches your organisation's finances before committing.
- ✓EcoFi doesn't publish fees, so ask for a quote for the work you need before you engage it.
- ✓The firm's listed services are finance planning and reporting, so ask directly whether it handles tax returns, BAS or bookkeeping before relying on it for those.
Near EcoFi
FAQ about EcoFi
Does EcoFi offer a free financial review?
Yes. Prospective clients can register for one, and it walks through the firm's five-step method and the steps needed to reach financial freedom.
How much does EcoFi charge?
EcoFi doesn't publish its fees, so ask for a quote before engaging the firm.
Does EcoFi look after small businesses?
Yes. It works with small and medium organisations, and it says it specialises in the retail, technology, professional services and not-for-profit sectors.