CFO Plus
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CFO Plus is a finance and accounting firm in Sydney's CBD. It works as an outsourced finance department for early and growth-stage companies, combining bookkeeping, accounting, tax and CFO advisory in one integrated team. It has been working with clients since launching in 2013.
Services from CFO Plus
Tax
Business services
Bookkeeping and accounts preparation sit alongside income tax returns, FBT, payroll tax and ASIC compliance, with statutory reporting and management accounts. The advisory side covers a dedicated CFO, board reporting, financial modelling, cash flow and rolling forecasts, capital raising and deal support, and governance. Clients say the team is responsive and clear on complex financial modelling, and they praise the governance and cash-flow work. The firm keeps records in Xero, Receipt Bank and Dropbox.
Tips for visiting CFO Plus
- ✓Ask the firm to walk you through what a monthly retainer covers before you sign.
- ✓If your records sit in a system other than Xero, check early that the firm can work with it.
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FAQ about CFO Plus
Is CFO Plus a Chartered Accountants member?
Yes, it is a member firm of Chartered Accountants ANZ, and several team members list CA or CPA credentials.
Does CFO Plus have a registered tax agent?
Yes, tax advisor Vanessa Lei is listed as a registered tax agent.
Does CFO Plus offer a free consultation?
Yes, the firm offers a free consultation to talk through a business's finance needs.
Does CFO Plus work on a fixed fee?
Ongoing engagements run on a fixed monthly retainer, and the firm asks prospective clients to get in touch for the best option.