9 FINANCIAL MODELS & TOOLS EVERY BUSINESS OWNER NEED TO KNOW & HAVE

9 FINANCIAL MODELS & TOOLS EVERY BUSINESS OWNER NEED TO KNOW & HAVE

Most tax accountants in Australia?

They'll lodge your BAS, your tax return... maybe send a budget template if you're lucky. 🥱

Me?

I do everything they can do — PLUS the strategic financial work that actually builds wealth, cashflow, and business value. 🚀

Here’s what I bring to the table:

✅ 3-statement forecasts (profit, cash, flow of money)

✅ 13-week cashflow tracking (no more cash shocks)

✅ Budget vs Actual analysis (financial discipline = growth)

✅ Break-even analysis (know when you actually win)

✅ Sales forecasting models (real revenue strategy)

✅ Cost of sales & gross margins (pricing and profitability mastery)

✅ Scenario & sensitivity analysis (plan for the unexpected)

✅ Discounted cashflow valuations (know your business worth)

✅ KPI dashboards (one-page CEO-level insights)

If your accountant can't deliver these, you're being left behind.

Tax compliance is the bare minimum — as your #fractionalcfo I help you scale your business and dominate your competitors.

👉 DM me if you want a real finance partner, not just a tax form filler.

👉 Save this post — because the best businesses don’t guess with their money.

📅 Book a strategy session with us today and gain clarity on your business future ➡ Book Here 

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📞 Contact our Office to speak with one of our Friendly Advisers — (02) 8937 3699

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Disclaimer: The information provided in this video is intended for general informational and educational purposes only. It does not constitute financial, taxation, legal, or other professional advice. You should not rely on this content as a substitute for tailored advice specific to your personal or business circumstances.

While every effort has been made to ensure the accuracy of the information presented, no guarantee is given regarding its completeness, correctness, or timeliness. The creator of this content, along with any associated individuals or entities, expressly disclaims any and all liability for loss or damage that may result from reliance on this information.

Before making any financial, investment, or business decisions, it is strongly recommended that you consult a qualified professional who understands your unique situation and goals.