Perth-Based Fractional CFO Services

A CFO Who Speaks Your Language.Without the Full-Time Cost.

Practical support that fits the size and stage of your business, for owners in Perth and across Australia.Clear, plain-English guidance on where your business stands, what matters most right now and the next steps to take.

For small-medium businesses
Trusted by growing businesses across WA
Beagl Buyers Agency
Bright Tsar Studios
YeeHaw Bar
Punchee Media
BBC Entertainment
New Vision Renovations

Our Approach

Most owners want straight answers, not more reports.So each month, we turn your results into clear advice you can act on.

Plain-English Reports

A clear monthly report on how your business is tracking and what's behind the results, in the language you use every day.

Focus on What Matters

We narrow it down to the few things that will make the biggest difference, so you can spend less time on the numbers and more on the business.

Real-World Experience

More than 15 years in finance and operations, including building and running businesses. Practical advice that works day to day.

Spot What's Coming

We keep an eye on trends as they build and raise them early, so you can act while you have plenty of room to move.

The Longer View

One month is just one month. We keep the bigger picture in focus, so you can make calm, well-informed decisions.

The Full Story

Marketing campaigns, new staff, seasonal peaks. We factor in what's happening in your business, so every result makes sense in context.

How CFO Actions Works

No complex setup, no system overhaul. We work with what you have.

Step 1

Discovery Session

Once you're ready to get started, we'll sit down for about an hour to get into the detail - your business, industry, team structure and goals - so everything that follows is tailored to your specific context.

Step 2

Share Your Financials

Add us to your accounting system (Xero, MYOB, or similar) - we dive into all your numbers and handle the rest.

Step 3

Receive Your CFO Report

A clear summary of what matters. Not 20 pages - just the key things you need to focus on this month.

Step 4

Discuss & Refine

Meet monthly, fortnightly or weekly depending on your plan. Ask follow-up questions, dig deeper, hold yourself accountable.

What Operators Are Saying

What it's like having an experienced CFO in your corner.

"Twenty-five years in hospitality and I learnt more about my own business in the first twelve months working with Jackson than in all the years before."

YeeHaw Bar Logo
Ben M - Co-Founder
YeeHaw Bar

"After 3 days of consulting, we had changed our pricing structure, and increased revenue 15%. And it actually improved our customer experience and satisfaction as well."

Beagl Logo
Barry P - Director
Beagl Buyers Agency

"After 6 months of weekly catch ups, our business went from chaotic, to more organised and calm. We went from losing money each month, to making money and starting to scale."

Bright Tsar Studios Logo
Mathew P - Co-Founder
Bright Tsar Studios

"I don't want to look at a heap of numbers. We just chat through the important ones, and I walk away with 2-3 things to focus on for the month. It's so much easier."

New Vision Renovations Logo
Jamie T - Director
New Vision Renovations

"Having Jackson build us a proper pricing matrix has given me far greater confidence when quoting clients - our pricing actually reflects our costs, margins and the value we deliver."

Punchee Media Logo
Morgan C - Director
Punchee Media

"Everything just gets done with ease. I never have to give him a brief or chase up. He already knows what needs doing and what I should be worried about before I do."

BBC Entertainment Logo
Ben M - Owner
BBC Entertainment

Our 60-Day Money-Back Guarantee

We're confident you'll feel the difference in your first 60 days. If it's not working for you, just tell us and we'll refund your monthly fees.

See What's Covered
FAQ

Frequently Asked Questions

Everything you need to know about CFO Actions.

We work with all kinds of businesses, most businesses have more in common than people expect. Revenue, COGS, Wages, Marketing, Overheads, Profit. From local tradies to larger groups, most business principles remain the same.

A business coach typically works on your mindset, habits and leadership. We work on your numbers - your forecast, your monthly P&L's, and the commercial and operational decisions that come out of them. Different focus, different toolkit - it can be useful to have both.

Absolutely - that's actually our most common client structure. Your bookkeeper keeps the day-to-day numbers accurate, your accountant handles compliance and tax, and we sit alongside both of them, turning those numbers into the strategic direction and monthly action points neither of those roles are set up to provide.

At least an hour each month for the monthly meeting/report, and an occasional email or call. The rest is up to you, depending on what plan works best for you and your business.

That's what our consultation calls are for. We typically start with the Basic Plus plan, and you can always change your plan later to find what suits you best.

Yes, with one month's notice. Every monthly plan also comes with our 60-day money-back guarantee: if it's not working for you in your first 60 days, just tell us and we'll refund your monthly fees. See what's covered.

About the Founder

Jackson Carnegie-Smith, Founder of CFO Actions

Jackson Carnegie-Smith

Connect on LinkedIn

With 15+ years in finance and operations, Jackson qualified as a Chartered Accountant before ever running a business himself. At 25, he put that to the test - opening a 350-seat restaurant with a team of 60+, running every service, seven days a week. That combination - someone who's actually run the floor and can also read the P&L - is what most small business owners are missing.

The pattern is the same everywhere: most small business owners are brilliant operators but don't have anyone to turn to for financial judgement - from sole traders, to small businesses, to emerging multi-entity groups. Businesses that aren't yet ready to hire a full-time CFO, or don't actually need that level of financial commitment. That's exactly who CFO Actions is built for.

No jargon, no dashboards, no technical accounting speak - just clear direction, simple actions and options, from someone who's actually run a business like yours.

Get in Touch

Book a Free Discovery Call

A relaxed first chat about your business and where you want to take it.Fill out the form below and we'll reach out to find a time that suits you.

Let's Start a Conversation

Whether you're after ongoing fractional CFO support or help with something specific, we're here to help.

Email
hello@cfoactions.com.au
Phone
0437 982 599
Location
Perth, Western Australia
What to Expect
  • Free 30-minute discovery call
  • Personalised walkthrough of your situation
  • Honest advice, whatever you decide

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Find Out What a CFO Can Do for Your Business.

Let's talk through your goals and what matters most right now, and find the level of CFO support that suits it best.