Choose Your Financial Partnership Level
All eCFO packages are built on a foundation of flawless compliance (Annual Tax & BAS) combined with proactive, forward-looking advisory.
Step 1: The Business Automation & Diagnostic
Before starting any monthly retainer, every client undergoes our initial setup phase. We clean your Xero file, implement necessary automations, and connect our proprietary Compass forecasting software to establish your financial baseline.
(Fee applies)
Step 2: Choose Your Ongoing Subscription
The Wayfinder
Ideal for: Stable, smaller businesses needing foundational oversight.
Core Features:
- Annual Income Tax & Periodic BAS
- Standard Xero Review
- Includes eBoardroom: Quarterly high-level financial reporting and tax liability insights.
Most Popular
The Navigator
Ideal for: Growing businesses needing active cashflow management.
Core Features:
- All Wayfinder Compliance Features
- Includes eCash: Monthly Virtual CFO meetings using live Compass scenarios to actively manage cash burn and growth.
True North
Ideal for: Complex or rapidly scaling enterprises.
Core Features:
- All Navigator Features
- Includes ePlan: Deep strategic planning, complex scenario modelling, and board-level involvement.