Clean books and a CFO on call for growing businesses.
Lowe CFO Advisory runs the finance function for owner-led Australian businesses: bookkeeping, monthly management accounts and a virtual CFO, all on a live board pack that refreshes from Xero every hour.
P&L, balance sheet, cash and sales by customer, reconciled to the ledger and ready for your board, with a CPA who has sat in the CFO seat explaining what the numbers mean and what to do next.
CPA · Ex-Deloitte and Macquarie · Fixed monthly fee, no lock-in
01
Bookkeeping
Xero bookkeeping, reconciliations, BAS and payroll, reviewed by a CPA. Fixed weekly fee, agreed up front.
02
Management accounts
Monthly management accounts as a live board pack from Xero: P&L, balance sheet, cash and sales by customer, reconciled to the ledger.
03
Virtual CFO
A virtual CFO (also called a fractional CFO) in your month: forecasts, budgets, board reporting and the hard conversations.
“A transformational improvement to how the business operates. They transformed our treasury function with hedging, rebuilt our finance stack on Xero, Airwallex and a Macquarie CMA, and showed us true landed cost and our higher margin product lines. Profit improved significantly.”
Managing Director, consumer electronics importer and distributor
How it works
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1. Connect
We connect to your Xero with read-only access and map your chart of accounts to a clean set of report lines. Once, not every month.
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2. Sync
Every hour the board pack refreshes itself: P&L, balance sheet, cash, receivables, payables and sales by customer, with a reconciliation check on every month.
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3. Review
Each month we walk you and your board through the numbers, the variances and the decisions in front of you. Between meetings, the dashboard is always current.
See your own numbers live.
A 30 minute call, no pitch deck. We will show you a live board pack running on real Xero data and tell you what it would take to run one for your business.
We reply within one business day.