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Virtual CFO Services

Virtual CFO Services

NEW WAVE ACCOUNTING & BUSINESS ADVISORY
Get in touch with our team!

Why Choose New Wave for Virtual CFO Services

As your business grows, financial decisions become more complex. A Virtual CFO gives you access to strategic financial insight, forecasting and performance reporting, without the cost of hiring a full-time CFO. With New Wave, you get forward-looking advice, clear reporting, and a finance partner focused on helping your business grow with confidence.

Strategic Financial Guidance

We help you understand what your numbers mean and how they should shape your next move.

Better Cashflow Visibility

Forecasting and cashflow planning help you stay ahead of shortfalls, opportunities and growth decisions.

Data-Driven Decision Making

We turn financial and operational data into practical insights you can actually use.

Scalable CFO Support

Get senior financial oversight without the overhead of a full-time internal hire.

Fixed-Fee Clarity

Transparent pricing and clearly defined support, so you know exactly what to expect.

Get Started Today!

New Wave Accounting & Business Advisory

What’s Included in Our Virtual CFO Service?

Our Virtual CFO service is designed to give business owners stronger financial visibility, sharper strategy and better control over growth.

Cashflow Forecasting

Gain a clearer view of future cash position with rolling forecasts and scenario planning.

KPI & Performance Reporting

We prepare tailored reports that track the numbers that matter most to your business.

Budgeting & Financial Planning

Set realistic targets, compare actuals against budget, and make better financial decisions throughout the year.

Strategic Business Insights

We analyse trends, identify risks and highlight opportunities to support smarter decision-making.

Regular CFO Review Meetings

Meet quarterly or monthly to review performance, refine strategy and stay focused on what matters.

Financial Education & Clarity

We help you better understand your numbers so you can lead with more confidence and less guesswork.

Who We Work With

If you want clean numbers, lower risk and faster decisions—we’re in your corner.

We’re More Than Accountants, We’re Strategic Finance Partners

We know that many business owners feel like they are flying blind when it comes to their numbers. They might have bookkeeping in place and tax sorted at year-end, but they still do not have a clear grasp on profitability, cashflow pressure, or what the future actually looks like. That is where our Virtual CFO service comes in.

We step in as a senior financial partner, without the salary cost of an internal CFO. We help you understand what has happened in the business, what is happening now, and what is likely to happen next. More importantly, we present that information in a way that is practical and easy to understand. No jargon. No overcomplication. Just the insights you need to move forward with more confidence.

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Why Trust New Wave?​

100+

Google Reviews

Xero

Platinum Partners

500+

Businesses Supported

Australia

Wide Service

It’s more than just bookkeeping. It’s about building a financial foundation that fuels your growth.
- Reuben Bergola

Real Results. Real Business Owners.

Better structure, better decisions, better outcomes. Here are just a few ways we’ve helped Australian businesses like yours transform their numbers (and their confidence).

eCommerce Business Selling Internationally

Shopify + A2X → accurate margins, GST, inventory, time saved

The Problem:
  • Gross profit margins didn’t add up
  • Inventory balances were inaccurate
  • Potentially overpaying GST
  • No systemised Shopify reconciliation
Our Solution:
  • A2X integration with Xero
  • Custom chart of accounts
  • Monthly inventory tracking
  • Correct GST treatment
The Result:
  • Reliable monthly financials
  • Accurate inventory & margins
  • Hours saved weekly
  • Improved decision-making
Construction Company Scaling Up

Job-level costing, BAS/payroll compliance → profitability visibility

The Problem:
  • Unclear project profitability
  • Job costs were unclear
  • BAS, super, payroll behind
Our Solution:
  • Job tracking system
  • Scheduled BAS lodgements
  • Payroll compliance
  • Monthly cash flow reporting
The Result:
  • Clear project profitability
  • No compliance stress
  • Better cost control
Medical Practice with Growing Overheads

AP automation, payroll specialist → reliable pay runs, time saved

The Problem:
  • Overwhelmed with paperwork
  • Ad hoc supplier payments
  • Payroll consuming hours
Our Solution:
  • Payment approval workflows
  • Automated accounts payable
  • Payroll specialist connection
The Result:
  • No last-minute payments
  • Professional payroll handling
  • More patient care time

We Work With the Tools You Already Use

Whether you’re running an eCommerce store, a tradie business, or a health clinic, we integrate seamlessly with the platforms you’re already using.

Accounting Platforms
  • Xero (Platinum Partner)
  • QuickBooks
  • MYOB
Trades
  • ServiceM8
  • Tradify
  • simPRO (on request)
eCommerce & Inventory
  • Shopify
  • A2X (Certified)
  • Amazon
  • Cin7/DEAR/Unleashed
Healthcare
  • Cliniko
  • Allied health integrations

Transparent, Fixed-Fee Pricing

Your fee reflects entity mix, volume and complexity. After a free initial review, we’ll propose a fixed monthly or annual plan—no surprises.

What's Included in Your Quote:
Need Clean-up or Catch-Up Work?
We offer clean-up services and ad-hoc hourly rates for non-recurring work.

What Makes Us Different?

Most bookkeepers simply “record and reconcile.” We go deeper — helping you make smarter decisions with confidence. Here’s how we compare:

Feature New Wave Accounting Typical Bookkeeper
Fixed Monthly Pricing Yes Often hourly/unclear
Accuracy-First Approach Prioritised Varies significantly
Internal Review Process Multi-layered team Usually a sole operator
Systemisation & Automation Focus Strategic integrations Manual or outdated
Ongoing Communication Regular updates & insights Often reactive only
Tax & Reporting Alignment Works with accountants Often disconnected

Ready to Take Your Business to the Next Level?

Good bookkeeping is just the beginning. Are you struggling with cash flow forecasting, business planning, or making strategic decisions for growth? You need more than clean books; you need a business advisor who understands your vision. Our Business Advisory services go beyond the numbers to help you build a profitable, scalable business.

Struggling with Strategy?

Feeling stuck on growth decisions or unsure about your next move?

Cash Flow Challenges?

Need help with forecasting, budgeting, or managing seasonal fluctuations?

Ready to Scale?

Want expert guidance on business structure, systems, and growth planning?

Other services

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Have an Enquiry?

Please fill out the form and one of our team will be in touch with you as soon as possible.
Newwave Accounting

Contact Us

8:00am-5:00pm Monday - Thursday
8:30am-2:00pm Fridays

Book a FREE Web Meeting

Download your FREE copy of my book

101 Strategies for Business Owners To Save Tax

Save Tax helps business owners, entrepreneurs and commercial adventurers:
  • Pay only the tax that they need to
  • Find the right people to help you save tax
  • Simplify and demystify tax obligations

At the end of the day, and by the end of this book, you will have an understanding of how and why you should invest in minimising your tax and making the most of your business.

Where should I send a free copy of my book?

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