2018 FINALIST

Accounting Firm of the Year

2018 FINALIST

Fast-Growing Firm of the Year

2018 FINALIST

Small Business Adviser of the Year

2018 FINALIST

Tax and Compliance Firm of the Year

Having access to a Virtual CFO can be a massive advantage for a small businesses.However, most of them can't afford an experienced, knowledgeable CFO on a full-time basis and generally never consider appointing one. At Accumulus, we see that as a problem, because many small businesses fail within the first three years. The reasons why are many; some include the failure for a businesses to find or identify a profitable & sustainable business model or to set themselves apart from the competition. With Accumulus as your Virtual CFO, we help keep your financial goals and realities clearly in sight. With a combination of practice knowledge, cloud-based accounting & financial software, mobile technology and modern data analytics, we provide higher value services to our clients than your typical Melbourne accounting firm, as we believe in providing financial insight and analysis beyond basic compliance.

Client Testimonials

When I decided 2 and a half years ago, to take the plunge and open up my own business, I was so naïve about the pitfalls involved with the actual financial side of things. All I knew was that I was really good at what I did, and if I worked hard, the money would look after itself. How wrong I was. Fortunately for me, though, I had Accumulus as my accountants. Business took off - slowly at first, and then, exponentially. I can’t even imagine what a mess I would now be in, if I did not have them from the start to guide me through the minefield that is a small business start-up. Their first move was to concentrate on building a strong personal relationship with me, and then my business. Graeme and Paul listened to what I wanted to achieve and then laid down strategies to guide my business to financial success. So what sets Accumulus apart?

  1. They respond promptly. It’s like having a CFO in the office, ready to answer any query.
  2. They use all the latest accounting & financial tools. At any moment of the day, as problems arise, I can get live, accurate business reporting.
  3. They are setting in place long term strategies and care about my success moving forward.
  4. They give me back precious time to spend with the family.

I know I will never fully understand the financial requirements behind the scenes of running a small business. I don’t need to. Accumulus does.

Michelle Coffey

Truth Agency

In May 2017, we transitioned our day to day accounting to Accumulus Advisory to provide us with an external CFO function. Previously, we had managed our accounts in-house and financial information was, at best, approximate. Since Accumulus has managed our day to day and end of year accounting, our business has been transformed. We now have up to date information, which can be relied upon to be accurate, and know exactly how we are doing financially at any given time. The cost of this service is comparable to the cost of our previous accounting processes. Accumulus is responsive to our needs and our day-to-day contact is approachable, reliable and accurate. We would highly recommend this service to other businesses.

Stuart and Anjali Donaldson

Polyweld Pty Ltd

Melbourne's Leading Cloud Business Solutions

OFFERS UNIQUE BENEFITS

Ideal for start-ups or established businesses

Whether you’re a start-up business or an established business looking for growth and you can’t yet afford the luxury of a full-time CFO, Accumulus steps in and provides day-to-day, week-to-week and month-to-month expertise through our fully customised Virtual CFO service whilst also taking care of all your ATO compliance needs at the same time. Using cloud accounting and our tailored business management solutions, we’re accessible anytime, anywhere. This means we can offer Virtual CFO services to our clients from any location, anytime easily from our Melbourne based office.

In over your head? it’s never too late to escape!

Perhaps you’re the owner or manager of a small business, and currently you’re just too far in over your head trying to wear so many different caps 24/7, that you simply need to focus on doing what you do best, rather than spend your time managing the finances. We see and hear this all to regularly and have assisted more than 100 Australian businesses succeed as a result of our Virtual CFO service.

Ideal for start-ups or established businesses

Whether you’re a start-up business or an established business looking for growth and you can’t yet afford the luxury of a full-time CFO, Accumulus steps in and provides day-to-day, week-to-week and month-to-month expertise through our fully customised Virtual CFO service whilst also taking care of all your ATO compliance needs at the same time. Using cloud accounting and our tailored business management solutions, we’re accessible anytime, anywhere. This means we can offer Virtual CFO services to our clients from any location, anytime easily from our Melbourne based office.

In over your head? it’s never too late to escape!

Perhaps you’re the owner or manager of a small business, and currently you’re just too far in over your head trying to wear so many different caps 24/7, that you simply need to focus on doing what you do best, rather than spend your time managing the finances. We see and hear this all to regularly and have assisted more than 100 Australian businesses succeed as a result of our Virtual CFO service.

How do we do this?

As your Virtual CFO, we;

Become your trusted source for financial perspective at a fraction of the cost of a full-time CFO.

  • Care about the health and well-being of your business.
  • Act as a sounding board and provide you with financial sanity.
  • Offer financial insight and guidance on all important company decisions and issues.
  • Handle all general duties of a traditional CFO, but work remotely and on a part-time basis.
  • Pinpoint problem spending by highlighting trends in your market.
  • Either validate, or discourage business decisions with your financial well-being in mind.

As your Virtual CFO, you can expect to receive;

3-Way Budget and Cashflow Forecasting.

  • Financial insight and analysis beyond basic compliance.
  • Strategic Planning.
  • KPI Setting, Reporting & Monitoring.
  • Monthly Financial Reporting:
  • Budget v Actual.
  • Financial health and well-being check of the business, through our cloud technology.
  • Tax Planning.
  • Financial Statement preparation.
  • Income Tax preparation & Monthly/Quarterly ATO compliance needs attended to.
  • Managing account ledgers & bookkeeping.
Contact us today to find out how we can work together with you to keep your business moving forward.

As your Virtual CFO, we;

Become your trusted source for financial perspective at a fraction of the cost of a full-time CFO.

  • Care about the health and well-being of your business.
  • Act as a sounding board and provide you with financial sanity.
  • Offer financial insight and guidance on all important company decisions and issues.
  • Handle all general duties of a traditional CFO, but work remotely and on a part-time basis.
  • Pinpoint problem spending by highlighting trends in your market.
  • Either validate, or discourage business decisions with your financial well-being in mind.

As your Virtual CFO, you can expect to receive;

3-Way Budget and Cashflow Forecasting.

  • Financial insight and analysis beyond basic compliance.
  • Strategic Planning.
  • KPI Setting, Reporting & Monitoring.
  • Monthly Financial Reporting:
  • Budget v Actual.
  • Financial health and well-being check of the business, through our cloud technology.
  • Tax Planning.
  • Financial Statement preparation.
  • Income Tax preparation & Monthly/Quarterly ATO compliance needs attended to.
  • Managing account ledgers & bookkeeping.
Contact us today to find out how we can work together with you to keep your business moving forward.

Let our experienced team help you
with our vCFO services today

Proudly Serving Melbourne

Accumulus Advisory has been serving Melbourne for many years. Since opening we have been servicing many of Melbourne’s businesses with our accounting services. These services include tax planning, virtual CFO services, business coaching and advising. We have been servicing many businesses across the city with our accounting solutions, from the lawyers in the city to the small businesses down the road. Here at Accumulus Advisory, we have the skills to help you and your Melbourne business reach it’s full potential.