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Advisory & Outsourced Finance

Choose a finance system that fits the way your business actually works

We help you move beyond disconnected spreadsheets and poorly matched software, so your finance system supports better reporting, cleaner processes and future growth.

Business owner reviewing ERP system dashboard on a desktop screen
The Problem

The right system should remove friction, not move it somewhere else

Outgrown Spreadsheets

Manual tracking across disconnected sheets is slowing decisions and creating errors.

Vendor-Demo Mismatch

Systems chosen from a slick demo that don't fit how the business actually works day to day.

Disconnected Data

Finance, inventory and operations data live in separate systems that don't talk to each other.

What's Included

The full process, handled with you from start to finish

ERP Needs Assessment

A clear picture of what your business actually needs before you buy anything.

System Selection Support

Comparing options against your workflow, not a features checklist.

Implementation Planning

A realistic project plan and timeline, managed end to end.

Chart of Accounts & Workflow Setup

Configured around how your business actually operates.

Data Migration

Clean migration from spreadsheets or legacy systems, checked for accuracy.

Accounting Software Integration

Connected to Xero or QuickBooks so your finance data stays reliable.

Staff Training & Handover

Your team confident and capable before we step back.

Post-Launch Support

Troubleshooting and optimisation once the system is live.

How It Works

A straightforward start, without unnecessary disruption

01

Free Consultation

We learn about your current setup, workflow and goals.

02

Assessment & Recommendation

We assess options and recommend the right ERP fit for your business.

03

Implementation & Migration

We manage setup, configuration and data migration end to end.

04

Training & Ongoing Support

Your team is trained, and we stay on hand after go-live.

Pricing

Clear pricing before we begin

Why CFO Accounting

ERP advice built around your business, not a vendor's

Assessed Around Real Operations

We recommend systems based on how your business actually runs.

Finance-Integrated From Day One

Your ERP connects cleanly to your accounting, so the numbers stay reliable.

Hands-On Implementation

Practical, project-managed setup. not a self-service manual.

Ongoing Optimisation

Support that continues as your business and needs grow.

Common Questions

ERP Advisory & Setup FAQs

We're platform-agnostic and assess options such as NetSuite, Odoo, Zoho and others based on your size, budget and workflow, rather than pushing a single vendor.
It depends on complexity, but most small-to-mid-sized implementations run from a few weeks to a couple of months, including data migration and training.
Yes. integration with Xero or QuickBooks is a core part of every implementation, so your finance data stays clean and connected.
Yes. post-launch troubleshooting and ongoing optimisation are available so the system keeps working as your business changes.

Ready to get started with ERP Advisory & Setup?

Tell us what you need. We’ll explain the best next step, with no pressure.