Your strategic partner.
External CFO.

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Without strong financial leadership, even great businesses can lose direction. Delivered by our most experienced business advisors, our external CFO service gives you senior-level insight and strategic guidance to keep you on track for success.
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You’ll benefit from an external CFO if you:

  • Don’t have accurate forecasts or budgets you can
rely on.
  • Lack a clear, complete picture of your financial position.
  • Have a disconnect between your financial and business strategy.
  • Feel your growth is being held back by financial complexity.
  • Want an independent sounding board for business decisions.
Download capability statement

How we help

Independent financial advice

You’ll get direct access to your dedicated CFO advisor, providing expert advice when you need it. Your advisor will act as an independent sounding board, helping you make the key business decisions that support your growth.

An agile partnership

While every business can benefit from experienced financial leadership, not every business requires a full-time CFO. Our outsourced CFO service model bridges that gap, giving you direct access to executive-level financial expertise, in a more agile capacity. 

Clear and digestible dashboards

To give you a clear view of your business’s financial health, we’ll fit you with a user-friendly financial dashboard. Your dashboard gives you a clear overview of the trends, opportunities, and areas for improvement, giving you the insight you need to make informed decisions.

Timely and accurate reporting

Your CFO advisor will support your forward-looking view with detailed rolling forecasts—along with presenting monthly financial reports and analysis to your senior team of board of directors. They may also assist with accurate and timely preparation of end-of-month financial statements and management accounts. 

Tax and compliance services

We’ll ensure your financial reporting deadlines are met and help navigate any regulatory requirements, minimising the risk of penalties and ensuring your business remains compliant.

Business systems reviews

Reliable systems are the foundation of strong financial management. Your CFO team will make sure you’re set up for success by developing your systems and processes. Where required, we’ll recommend and implement the most suitable financial software for your needs, including cloud accounting solutions.

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Support to drive success from the inside out

Our outsourced CFOs bring the insight and direction of a senior executive, tailored to the needs of ambitious small and medium-sized businesses.

We help you overcome the common challenges—like unclear financial data, delayed reporting, or a strategy that feels out of sync with your goals—by giving you access to timely, accurate, and actionable advice.

Whether you’re planning for growth or managing complexity, we work alongside you as a trusted sounding board, delivering guidance that’s both forward-looking and grounded in your reality.

Ulton created a bespoke, automatically updating Dashboard that integrates with our AccountRight system, giving us clear, accessible reporting tailored to our needs. It brings together key insights like inventory, cost analysis, and yearly comparisons—areas that were previously difficult to access. The Dashboard is easy to use, with the ability to drill down into detailed data. We use it daily to support decision-making and save significant time. The setup was seamless, and the ongoing performance has been reliable. We’re extremely happy with both the system and service."
C & M Dean
Owners, Gin Gin & Dry
Ulton has been outstanding in their support for our business. What impressed me most is their ability to simplify complex financial matters and provide clear, actionable advice. They’re proactive, professional, and invested in helping our business succeed."
Demi Pressler-McHugh
Chief Operating Officer at McHugh Steel

Meet your external CFO team.

  • Mark McLean
    Business Advisory Partner and Managing Partner
    (07) 4154 0440
    View profile
  • Jason Krenske
    Business Advisory Partner
    (07) 4154 0430
    View profile

Your questions,
answered.

Who is this service for?

We work primarily with small to medium-sized enterprises across a wide range of industries. Our advisors and financial managers help business owners navigate complex financial processes, adapt to changing markets, and make strategic decisions that support long-term growth and sustainability.

What makes Ulton’s approach different from other external CFO services?

At Ulton, we take a tailored approach to each client by immersing ourselves in your business. We don’t just rely on financial reports or theoretical analysis—we spend time on-site, meeting your team, observing your operations, and understanding the day-to-day dynamics that drive your business. This boots-on-the-ground approach allows us to identify areas for improvement that can make a significant difference to your productivity.

With 100 years of experience across various industries, we bring valuable insights and expertise to help you optimise financial management and create a strategy that works specifically for your business and industry.

Can you help with financial forecasting and budgeting?

Absolutely. We work with you to build accurate forecasts and budgets that align with your goals and reflect real-time data and market conditions. By reviewing them regularly, we help ensure they remain relevant, highlight opportunities for savings or investment, and give you confidence in your decision-making.

This proactive approach keeps your business on track, accountable, and focused on achieving its financial targets.

What services do you offer as part of external CFO engagements?

Our outsourced CFO service gives you the strategic expertise of a CFO without the cost of a full-time executive. It’s a flexible partnership designed to scale with your business and strengthen performance, decision-making, and growth.

Depending on your needs, we can help with:

  • Cashflow forecasting and management
  • Budgeting and financial modelling
  • Business performance analysis and reporting
  • Strategic planning and scenario testing
  • Tax planning and compliance oversight
  • Identifying and monitoring key drivers of profitability
  • Streamlining systems, processes and reporting
  • Accountability through regular management meetings
  • Technology integration and automation support

We take a hands-on approach, beginning with time spent in your business to understand how you operate. This ensures the advice we give is grounded in your reality — not just the numbers.

How can financial management help my business grow?

At Ulton, we believe sustainable growth is built on clarity, accountability, and a deep understanding of what drives profitability.

Our external CFO services bring your financial information together into a clear picture, no matter how complex your structure. We then build tailored models to test scenarios, uncover opportunities, and identify the levers that will deliver growth.

Many clients see immediate gains when we help optimise their systems and processes, often by introducing automation or smarter use of technology. From streamlining month-end reporting to digitising outdated workflows, we improve efficiency so your team can focus on higher value work.

And because growth isn’t a one-off event, we stay by your side with regular check-ins, management meetings and ongoing support, keeping your business accountable, agile, and ready to scale.

Ultimately, we turn your finance function from an operational necessity into a strategic driver of growth.

Discover what an external CFO can do for you

Want to know how our external CFO service could support your goals? Share a few details and we’ll be in touch.

Associations and memberships

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