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Financial leadership for your next stage of business.
LWD Accounting provides outsourced CFO support,
including financial modelling, cash flow forecasting,
board reporting, and project financial oversight.
Bring a strategic perspective to decisions about
spending, funding, and growth without committing
to a full-time CFO role.
Make Important Decisions with a Clear Financial Perspective
Growth introduces choices that a bank balance cannot
answer on its own. Can the business fund a new project?
What happens if customers pay later? How would higher
costs affect the plan? CFO-level analysis helps
structure these discussions.
A practical example:
A new contract may increase revenue while requiring
staff and supplier payments before the customer pays.
A cash flow forecast helps explore the funding gap
before the business commits.
Our Core CFO Services
Financial Support for Business Leaders
Agree on a scope that reflects your decisions,
reporting needs, and available financial information.
01
Financial Modelling & Cash Flow Forecasting
Models and forecasts support future planning.
Testing assumptions about revenue, costs, and
payment timing helps compare possible outcomes.
A forecast is a planning tool, so its assumptions
should be reviewed as circumstances change.
02
Board & Power BI Reporting
Board reporting combines results with analysis
and commentary. A useful board pack explains
significant movements, highlights exceptions,
and identifies questions for management.
Power BI reporting can support the agreed presentation.
03
Bank Relationships & Loan Covenants
Support with lender relationships and covenant
monitoring. Keeping reporting dates, required
information, and agreed measures visible helps
management prepare for lender discussions and
identify matters needing early attention.
04
Project Budgeting & Cost Control
Financial support for project budgets, costs,
and completion planning. Comparing spending
and outstanding commitments with the budget
helps identify where the expected project
outcome may have changed.
When to Consider CFO Support
Is Your Business Facing Bigger Financial Decisions?
An outsourced CFO arrangement may suit a business
that needs senior financial input without a full-time
appointment. The right level of support depends
on complexity, management capacity, and the decisions ahead.
Start with the business problem rather than a long
list of reports. A focused question makes it easier
to identify the information and analysis that matter.
Situations Worth Discussing
Planning expansion or a significant investment
Preparing for lender or board discussions
Managing uneven cash inflows and commitments
Reviewing project budgets and cost pressures
Testing how different scenarios affect the business
Getting Started
Define the Decision. Then Define the Support.
01
Discuss Your Priorities
Outline your goals, upcoming decisions, current
financial reporting, and main concerns.
02
Agree on the Engagement
Confirm scope, responsibilities, access needs,
deliverables, review frequency, and fees.
03
Establish a Review Routine
Agree how findings, assumptions, and outstanding
actions will be discussed with management.
Perth Business Support
Talk to LWD Accounting About CFO Services
Based in Piara Waters, LWD Accounting supports
businesses seeking a clearer financial direction.
Contact the team to discuss your requirements.
For your initial discussion, have recent accounts,
existing forecasts, upcoming commitments, and your
key business questions ready.
An outsourced CFO provides senior financial input
under an agreed engagement. This may include
forecasting, financial analysis, board reporting,
and support for funding or project decisions.
How does a CFO differ from a bookkeeper?
A bookkeeper focuses on recording and organising
transactions. A CFO uses financial information
to assess options, plan ahead, and support management.
Reliable bookkeeping provides an important foundation.
Does a small business need a full-time CFO?
Not every business requires a full-time appointment.
An outsourced arrangement can provide a defined
level of support. Suitability depends on your
business complexity, goals, and budget.
Can a cash flow forecast guarantee future results?
No. A forecast depends on assumptions and available
information. Its value lies in testing scenarios,
identifying possible pressures, and updating the
plan as new information becomes available.
Can CFO support guarantee loan approval?
No. Clear financial information can support lender
discussions, but approval and lending terms remain
the lender’s decision.
How much do CFO services cost?
Fees depend on the scope, financial complexity,
required analysis, and frequency of involvement.
Contact LWD Accounting to discuss your needs
and request a quote.
Let’s Talk About Your Next Step
Start Your CFO Services Enquiry
Tell us about your business and the financial
decisions ahead. Complete the form to prepare
a WhatsApp message for LWD Accounting.