More sales. Less left over.
You can’t see which jobs, products or services make money after costs.
CPA-led Virtual CFO for Australian businesses
Virtual CFO support, without hiring a full-time CFO.
Understand your numbers, fix what’s eating into profit and plan what comes next, with a CPA in your corner. Start with a Business Health Check.
Already have an accountant? Keep them. We work alongside them.
What a Health Check shows you
- Which services make money after costs
- Where your cash is going
- What to fix first, in a 90-day plan
Busy does not always mean profitable.
Your business shouldn’t need you for everything.
For owners of established Australian businesses who want a clearer picture and a more manageable day.
The same problems keep coming back.
Delays, rework and unclear roles keep pulling you into the day-to-day.
The information is everywhere.
Accounts, spreadsheets and staff updates each tell part of the story.
The Business Health Check
Business Health Check: find out what needs fixing first.
A fixed-scope check of your financials, cash, costs and market position. You’ll see where money is made, where it’s leaking and what to tackle first.
- A clear financial picture. Your accounts, cash and costs, with any gaps in the information flagged.
- Numbers in context. IBISWorld industry benchmarks alongside your own trading history.
- A 90-day action plan. Prioritised actions, owners and measures, walked through in a findings meeting.
$4,500 one-off, excluding GST
Discuss your Health CheckA standalone service with no obligation to continue. Prices in AUD. We agree the scope, timing and fee before starting.
Want help acting on the plan? Virtual CFO support picks up from there.
Business Health Check
What is happening?
−7 ptsGross margin compared with similar businessesWhat needs attention?
- Pricing on small jobsHigh
- Time not billed to jobsMedium
- Job costs not recordedInformation needed
What happens next?
An action plan showing who does what and how progress is reviewed. Take it forward with your team, or with our advice.
What clients say
“I had a great experience with NeoRise Consulting. Armin provided clear, straightforward advice that was easy to understand and tailored to my needs. Everything was explained without confusion, helping me feel confident in my decisions. Highly professional and efficient — would definitely recommend.”
Google review “Our session with Armin was excellent, and we were able to achieve the results we were looking for with ease. Also, special thanks to Ella for her patience and for handling all the coordination so smoothly.”
Google review “We were very pleased with the business consultation session. Mr Hashemi provided excellent advices and considerations, and we were equally impressed with their professional team, especially Ella. We will definitely continue working with them and highly recommend their services.”
Google review “I had a great consultation session with the Neorise team. Their management team is highly professional and provides clear and concise guidance tailored to your specific circumstances. I especially appreciate Mr. Hashemi for his extensive knowledge and expertise in business and accounting. I would definitely recommend Neorise to anyone seeking professional advice on business establishment and accounting.”
Google review
Real Google reviews, quoted word for word. Reviewers’ names are left out.Read our reviews on Google
Ongoing business advisory & Virtual CFO
Virtual CFO support: keep the plan moving.
Work through pricing, cash, costs and hiring with a CPA who runs businesses too—without employing a full-time CFO.
We advise and review progress. You and your team lead the changes in your business.
Explore Virtual CFO supportAgenda: next review
- Profit & cash“Are we charging enough for the work?”
- People & capacity“Can we afford another person?”
- Progress“Did the changes actually make a difference?”
- Next stepsAgree actions and who leads them.
A business owner, too.
Work with Armin Hashemi, CPA and business owner. Expect plain English, practical priorities and an honest view of what needs more investigation.
Armin Hashemi, CPAFounder of NeoRise
First, make the business work better.
We start with your financials, turn the findings into a plan and help you track what improves.
Understand
Review your financials and compare results with similar businesses.
Review summary
Gross margin
Improve
Find changes to pricing, costs and daily work. Give each action an owner.
Action list
- Update job pricingYou
- Review supplier costsOffice manager
- Fix the job handoverOps lead
Stay in control
Agree measures and targets, then review them in one useful view.
Measures
Gross margin34%Target 38%WatchQuotes won41%Target 40%On trackPlan what’s next
Growth, succession or a future sale. Use customer feedback and market research to choose your direction.
Growth plan
- Customer feedback
- Market research
- Competitive position
- Growth plan
Illustrative example Sample documents, not client results.
Start with what needs attention now. You don’t need to commit to the whole journey.
Dashboards and business systems, without checking everything yourself.
See what each job costs, where your team’s time goes and how sales are tracking, in a view you share with your adviser.
Systems, dashboards and optional AI assistants are separately agreed projects—not a requirement for advice. We start with the tools you already use.
See how dashboards and systems work- Profit, cash & costs
- Team time & daily work
- Sales, marketing & customers
Business dashboard
| Measure | Result | Target | Owner | Status |
|---|---|---|---|---|
| Gross margin | 34% | 38% | You | Watch |
| Billable hours | 78% | 75% | Ops lead | On track |
| Quotes won | 41% | 40% | Sales lead | On track |
| Debtor days | 52 | 30 | Office manager | Behind |
Virtual CFO and advisory questions
What is a Virtual CFO (or fractional CFO)?
A Virtual or fractional CFO is a senior finance professional who works with your business part-time. You get regular financial review and decision support without employing a full-time CFO.
What does a Virtual CFO do for a small or medium business?
Reviews profit, cash and costs each month, plans cash flow, and helps with decisions like pricing, hiring and spending. You and your team lead the changes; we advise and track progress.
How much does a Virtual CFO cost?
Ongoing support starts from $3,000 a month excluding GST, with a 6-month minimum term, and includes the Business Health Check. See pricing for what’s included.
Do I need a Health Check first?
It’s the usual starting point, so the advice is based on your actual numbers. It’s also available on its own, with no obligation to continue.
Do we need to change accountants?
No. We work alongside your existing accountant or bookkeeper, with your permission. If you need bookkeeping or tax support, that is a separate service.
Do you also do accounting and tax?
Yes, through NeoRise Advisory Pty Ltd, a separate registered tax agent practice, under its own engagement. You can use it on its own, with advisory, or keep your current accountant.
Who carries out the changes?
We prepare the plan, advise on decisions and review progress. You and your team lead operational changes. Your sales and marketing team or providers execute the growth plan. Building systems or dashboards is agreed separately.
Do we need new software or an AI assistant?
Only where it is useful. We start with your existing tools. A simple reporting view may be enough.
Can you help me prepare for succession or a future sale?
Yes. We help you get exit-ready: reliable records, documented processes, clear responsibilities and less reliance on you. We don’t value businesses or act as a broker.
What if our bookkeeping needs work?
We identify the important gaps and work with your bookkeeper or accountant on what needs correcting. We may also need extra information, such as time or materials recorded against jobs.
How do you compare us with other businesses?
We use relevant industry research and benchmarks, including our IBISWorld subscription. We check how comparable the businesses and measures are, then agree targets that make sense for you.
What does it cost?
It depends on the Health Check, advice or systems work you need. We agree a clear proposal before work begins. See advisory pricing.
Let’s talk about your business.
Tell us what keeps coming back to you. We’ll discuss whether a Business Health Check is the right starting point.
The first call is a free 20-minute conversation, with no documents needed. Any paid work is scoped and agreed afterwards.
Call1800 714 202
Emailsupport@neorise.ai
OfficeSuite 501, South Tower
1–5 Railway St, Chatswood NSW 2067