What we offer

What we offer

  • Financial Coaching
  • High-level Accounting
  • Virtual CFO Services
  • Board Meetings
  • Budgeting & Forecasting
  • Training and Workshops
  • Tax Planning & Tax Advisory
  • Business Advisory
  • Cost/Cashflow Tracking
  • Detailed Dashboard Reports with KPI Measurement
  • BAS Preparation & Bookkeeping

Start-up Supporter

  • Meet quarterly to discuss strategies.
  • Basic financial coaching for small businesses.
  • Help with financial setup and process.
  • Expert advice on Xero and business queries.
  • Simplified tax compliance guidance.
  • Year-round tax planning.
  • BAS preparation and bookkeeping options.

*All plans are tailored to your business needs and these amounts are a rough indication only of potential pricing.

Please get in touch so we can discuss your business needs and assess pricing accurately.

Growth Potential

Everything in Start-Up Supporter and...

  • Analyze finances and track key performance indicators.
  • Tailored Monthly Performance Reports.
  • Create detailed budgets and cash flow forecasts.
  • Plan for long-term business strategy.
  • Optimize taxes and ensure compliance.
  • Meet quarterly to discuss strategies.

Strategic Partner

Everything in Growth Accelerator and...

  • CFO on-call services.
  • Advanced financial modeling.
    Executive KPI reporting with forecasting tools.
  • Strategic advice in monthly or bi-monthly meetings.
  • Compliance and risk management.
  • Options for active business support, through outsourcing of all finance accounting/bills/CFO Services.

What makes us different?

At Simic Financial, we help small businesses grow smarter. We focus on companies with $1M to $50M in revenue. Our aim is to make your financial processes easier and provide insights that drive growth.

We're more than just accountants. We're partners in your growth, offering on-demand support at no extra cost. Our Virtual CFO service makes financial data easy to understand. In our monthly strategy meetings, we give advice that helps improve your business and saves you time.

We understand the challenges of growing a business. We're committed to helping you work more efficiently and grow.

Want to grow? Get in touch for a free consultation. Let's advance your business together.