the growth cfo
We partner with
Growth-Minded Business Owners
Who want real clarity in their numbers and a confident path to stronger, more profitable decisions.
⏰ You're Working 60 -Hour Weeks
But Have No Idea
If Last Month Was Actually Profitable
Your accountant sends you a tax bill once a year. The other 364 days? You're flying blind—wondering if you can make payroll, which jobs are bleeding money, and whether you're actually building something sustainable or just running faster on a treadmill.
Here's What We Hear From Business Owners Like You Every Single Week
“I have no idea what I actually made last month”
Your bookkeeper is 6 weeks behind. Your P&L doesn't match your bank account. You're making decisions with garbage data.
“I Cant tell which jobs are profitable”
Some jobs feel like winners. Others feel like money pits. But you don't have the numbers to know for sure—so you keep taking the wrong work.
“I’m Always wondering if i can make payroll”
Cash flow is a constant stress. You have money in the bank one day, then payroll and tax hits, and suddenly you're scrambling.
“mY ACCOUNTANT ONLY TALKS TO ME ONCE A YEAR”
You get a tax return filed, a BAS lodged, and... that's it. No guidance. No strategy. No help making better decisions.
Here’s the problem with
traditional accounting
Most accountants are historians, not strategists. They tell you what happened last year when you file your tax return. But they don't help you make better decisions today.
You don't need someone to report the past. You need someone to help you navigate the future—someone who can look at your numbers and tell you: "Here's what's working. Here's what's broken. Here's what to do next."
That's what The Growth CFO System does. We give you the financial clarity, strategic guidance, and proactive support you need to stop guessing and start growing—without hiring a full-time CFO.
HOW does YOUR ACCOUNTant MEASURE UP?
The Growth CFO System:
Foundation
clarity
Growth
We don't just handle your compliance. We become your financial partner—giving you the insight and strategy you need to build a business that actually works.
01: Foundation: Get Your House in Order
Before you can grow, you need to know your numbers are right. We handle all the compliance work that keeps you up at night—so it runs automatically in the background.
BAS & IAS lodgements (no more last-minute stress)
Annual financial statements & tax returns
ASIC lodgements & company resolutions
Bookkeeping that's accurate and on time
Payroll tax & FBT (if you have employees)
02: Clarity: Understand Your Business
Numbers don't mean anything if you can't interpret them. We turn your data into decisions—showing you what's working, what's not, and where to focus next.
Monthly dashboard showing real-time performance
Commentary that explains what the numbers mean
Quarterly one-on-one strategy sessions
Annual budgeting & KPI setup
Cash flow planning (so you stop wondering if you can make payroll)
03: Growth: Build the Business You Want
Once you have clarity, you can make better decisions. Our coaching program helps you implement systems, optimize operations, and build a business that doesn't consume your life.
Monthly live group coaching sessions
Access to proven systems & software stack
Peer group of business owners solving the same problems
Training library (financial literacy, pricing, hiring, etc.)
Unlimited tax & business support callsUnlimited tax & business support calls
JOIN US!
What Happens When You Join
Here's exactly what to expect in your first 12 months with The Growth CFO System.
Month 1
Onboarding & Foundation
We request your records from your old accountant, set up your systems, and get your bookkeeping current. You'll have your first financial dashboard within 14 days—showing exactly where your business stands today.
Months 2-3
Clarity & Quick Wins
We request your records from your old accountant, set up your systems, and get your bookkeeping current. You'll have your first financial dashboard within 14 days—showing exactly where your business stands today.
Months 4-6
Strategic Planning
Now that you have clean data, we build your annual budget and set up KPIs that matter. You'll know your targets, track progress monthly, and have quarterly strategy sessions to adjust course as needed.
Months 7-12
Growth & Optimization
With systems in place, you focus on growth. Our coaching program helps you improve operations, implement better systems, and build a business that doesn't require you to work 60-hour weeks just to keep the lights on.
This is for business owners doing $1-10M in revenue who are tired of making gut-feel decisions with their own money on the line.
PRICING
Choose Your Level of Support
All plans include full compliance. The difference is how much strategic support and coaching you receive.
Foundation
$1,200/mo + GST | For businesses that just need compliance handled right.
Includes:
BAS & IAS lodgments
Annual financial statements
Company, trust & personal tax returns
ASIC lodgments & company resolutions
Trust resolutions
Taxable payments annual report (TPAR) lodgment
Basic financial dashboard
Annual tax planning
Quarterly check-in meetings
Payroll & superannuation support
Fringe benefits tax (FBT) return
Email & phone support
Award determination not included
Bookkeeping not included
Most Popular
Clarity
$2,500/mo + GST | For businesses ready to grow strategically
Includes:
Everything in Growth CFO, plus:
Monthly performance dashboard & commentary
Quarterly one-on-one strategy meetings
Job profitability analysis
Cashflow planning & forecasting
Unlimited support calls
Annual budgeting & KPI setup
Unlimited tax & business support calls*
Priority response times
Bookkeeping not included
Growth
$4,000/mo + GST | For businesses serious about building systems & scaling.
Includes:
Everything in Growth CFO, plus:
Monthly live group coaching sessions
Access to our training library
Proven systems & software stack
Peer group community
Wealth & estate planning
White-glove priority support
Bookkeeping not included
Add-On Services
Bookkeeping: $800-1,500/month (depending on transaction volume)
Payroll & Awards Management: $300/month
Employees Add-on: ($400/mo)
M&A Advisory (Due Diligence, Structuring, Exit Planning): Custom pricing
Hear from Louis Boeglin
Conversations with our clients
Real results from real business owners who were exactly where you are now.
testimonials
Why Craig
Built This Differently
Most accountants have never run a business. They've never missed payroll, bet everything on a big contract, or stared at a P&L wondering where the profit went.
Craig has. He built his first business at 25, scaled it profitably, and sold it at 30. Along the way, he learned that compliance is table stakes—what business owners actually need is someone who's been in the arena.
As a Fellow Certified Practising Accountant (FCPA) with a law degree, Craig brings both technical expertise and battle-tested experience. He's helped dozens of trades and service businesses structure for growth, avoid costly mistakes, and build something sustainable.
You're not getting an accountant. You're getting a financial partner who's built what you're building.
YOUTUBE / PODCAST
Helping you build a
PROFITABLE, FAMILY FRIENDLY BUSINESS
If your business is running you—demanding long hours, constant stress, and stealing time from your family—this channel is here to help you take it back.
Common Questions
Still Have Questions?
Can’t find an answer to your question? Send us an email and we’ll get back to you as soon as possible.
How is this different from my current accountant?
Most accountants focus on reporting the past—filing your tax return and lodging your BAS. We take it further by using your numbers to guide strategy, improve cash flow, and support growth. We're proactive, not reactive. Many of our clients keep their existing accountant for historical relationships but rely on us for financial leadership and strategic direction.
What if I already have a bookkeeper?
Perfect—keep them! If you already have a capable bookkeeper, we'll work with them to ensure your data feeds our system correctly. We'll mentor them to maintain the standards we need for accurate reporting. If your current bookkeeping isn't delivering the clarity you need, our in-house team can take it over seamlessly.
How long does it take to get set up?
Most clients are fully onboarded within 2-3 weeks with zero disruption to their business. We handle the entire transition—requesting your records from your old accountant, setting up your systems, and getting your bookkeeping current. You'll have your first financial dashboard ready within 14 days.
Do I need to be on specific accounting software?
We primarily work with Xero and QuickBooks Online. If you're on something else, we can discuss migration options during your discovery call. The good news: modern cloud accounting software makes transitions much easier than it used to be.
What if this doesn't work out?
We're confident you'll see value immediately, but if after 90 days you don't have clearer financials, better cash flow visibility, and more confidence in your business decisions, we'll refund your first quarter in full. No hard feelings.
Is the coaching really necessary?
It depends on where you are. If you just need compliance handled and basic financial reporting, the Essential plan might be enough. But if you're serious about building systems, improving operations, and growing strategically, the coaching component in our Premium plan is where the real transformation happens. Most clients who skip it initially upgrade within 6 months.
What does "unlimited support calls" actually mean?
It means if you have a question—tax, strategy, business decision—you can call or email us and get an answer. No tracking call minutes or worrying about billable hours. Typical clients use this 3-5 times per month, but it's there when you need it. (Note: This applies to business and tax questions, not bookkeeping data entry—that's a separate scope.)
I'm at $800K revenue, can I still work with you?
Our sweet spot is $1-10M, but if you're at $800K and growing fast (or have complex needs), let's jump on a discovery call and see if we're a good fit. We don't want to take your money if we're not the right solution for where you are today.
Our partners
Stop Flying Blind.
Start Growing With Confidence
Book a 30-minute Growth Discovery Call to see if The Growth CFO System is right for your business.
No sales pressure. No obligation. Just an honest conversation about where you are and where you want to go.
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