top of page
Business Presentation

At Samuel & Sonz, we understand the importance of running a successful business and maximizing its value. That’s why we offer bespoke Virtual CFO Services that are designed to meet the unique needs of each business owner. As a business with over 25 years of experience, we provide affordable and discreet solutions that deliver results. We’ll work closely with you to implement our advice and improve the value of your business.


Samuel & Sonz Bespoke Virtual CFO Services provides access to seasoned finance leaders supported by a team of technical specialists, all dedicated to delivering tangible results.


Tailored to your company's unique needs, whether it's size, industry, lifecycle stage, or personal preference, our Virtual CFO services offer complete scalability and flexibility. From performance analysis and planning assistance to strategic advice, tax planning, and board/executive guidance, we've got you covered.

But there's one aspect that defies scalability – proactivity. Our advisors don't just observe from the sidelines; they actively engage in your business, embodying the role of a genuine financial leader.

Looking for an experienced CFO to help take your business to the next level? Samuel & Sonz Business Valuations and Accountants has got you covered. With 25 years of experience working with blue chip firms in Australia and abroad, we offer top-tier Virtual CFO Services that deliver results and implement growth and Share-holder value-adding strategies.

Business Plans

What your business will need and what we bring to the table!!

  1. Strategic Leadership:​ our VCFO advisors often occupy the role of implementor coach or mentor using our experience across the middle-market to provide clients with astute insights and critical thinking. Our team can attend regular board meetings, or simply work one-to-one with the business owner to keep the strategy on track.​

  2. Enhanced performance measurement: We identify and maintain customised KPIs to pinpoint issues and opportunities and drive your value enhancing growth strategy.

  3. Data analysis: Many businesses lack the time or the capability and skills to effectively analyse the large amounts of data relating to their businesses. We’re here to help you get behind the numbers and provide proactive recommendations to assist strategic decision making.

  4. Working capital and cash flow management: Combining technology with sound business acumen, we can help you take control of cash flows across your business and manage risks.

  5. A high performing finance team: We can help you to develop your finance team customised to your business and aspirations – this may include creating a blueprint, hiring key talent, and providing continuous education through our on the job mentoring and implementation for 12 months. We can also assist you to automate operations.

  6. Access to specialists across the full suite of specialisations: One of the biggest benefits of a Virtual CFO lies in the suite of expertise available. Backed by a panel of multi-disciplinary experts including business lead generation experts, tax planning experts, operations expertise, automation experts, you have access to the right advice at the right time. With your dedicated CFO in your business, you can be sure that all angles are covered – no more uncertainty and lack of clarity.

Contact us today to discuss your options

Why Work With Us?

Samuel & Sonz Business Valuations and Accountants is your go-to team for all your Virtual CFO needs. With our trusted and experienced virtual CFO services, you can be sure that your business is in good hands. Trust us to provide bespoke and affordable services that help you achieve your goals.

Samuel & Sonz Virtual CFO services include: 

Crafting your customised business growth and shareholder value adding strategy

Ensuring your financial reporting and tax compliance is up to date

Monthly or quarterly Business Insights reporting

Growing your business through M&A or organically but smartly

Access to local and global funding

Access to a local and global network of Business professionals that provided your curated business

Talk to Us

Need a CFO?

Let Samuel & Sonz help you plan for success and grow your business smartly!

Simply click the button below to arrange a FREE consultation with us.

bottom of page