Financial leadership for businesses under $30M in revenue.
Specialising in Manufacturing, Technology, and Aged Care.
Access services traditionally reserved for large corporations.
Move your finances beyond bookkeeping and basic compliance by partnering with our team.
Empowering businesses with financial transparency, we specialise in financial planning and analysis using Microsoft Power BI.
Business Owners, CFOs, and Corporate Advisors trust Colfax to deliver financial clarity that fuels results. We combine expertise in accounting, business management, and analytics to give you transparency that saves you time and boosts growth.
Board-Level
Financial Advice
Communicating your finances with clarity and confidence.
Dashboard Reporting
with Power BI
Real-time insights at your fingertips, financial and operational metrics.
Budgeting &
Forecasting
Three-way forecasting: P&L, cash flow and balance sheet.
FP&A Support
for CFOs
Add FP&A bandwidth and elevate your CFO team's impact.
Financial Oversight & Bookkeeper Support
Support and oversight for your bookkeeper or finance team.
Fractional CFO
Services
Strategic expertise without the full-time cost.
Learn more about how Colfax empowers your particular role.
Manufacturing
Technology
Software-as-a-Service (SaaS)
Construction
Aged Care
Professional Sports
Apparel
Multi-Entity Groups
Professional Services
Food & Beverage
Financial Services
Insurance
Family Businesses
Retail & Wholesale Trade
Hospitality
Franchises
Proactively anticipate needs and present opportunities.
Provide accountability to ensure financial discipline.
Empower a business with clear, actionable insights
Our mission is to empower businesses with strategic financial solutions that provide financial transparency to support our clients' disciplined business growth.
We build enduring partnerships with our clients, working with business owners, CFOs and corporate advisors to achieve long-term success.
Business Intelligence & Data Analytics
Leveraging advanced tools to offer insights that highlight growth opportunities and competitive advantages.
Board and Management Financial Reporting
Consolidating financial data and providing segmented insights to improve group performance.
Modelling & Stress
Testing
Creating financial models and conducting stress tests to ensure readiness for market changes and challenges.
Profitability
Improvement
Analysing costs and revenue drivers to enhance margins and operational efficiency.
Cash Flow
Management
Optimising cash flow to maintain liquidity and flexibility, enabling growth opportunities.
Three Way Budgeting, Planning & Forecasting
Developing reliable budgets and forecasts that empower businesses to navigate challenges and succeed.
Financial Transparency for Business Leaders
Internal Resources Freed for Higher Value Tasks
Global Best Practice Using IBCS
Colfax was founded to provide cost-effective access to strategic CFO solutions for businesses under $30M, which typically only large corporations have been able to afford.
With our long-term strategic CFO arrangements, we ensure transparency around pricing. Our fees typically range from 0.25% to 1.00% of revenue. While financial outcomes can never be guaranteed, we strive to ensure your investment in Colfax delivers measurable benefits in terms of profitability and financial discipline. We target a minimum of 3% profit margin improvement, aiming to deliver 3x to 12x your investment with us.
Manufacturing
Optimise production costs, manage cash flow, and guide smart investments to keep operations efficient.
Technology
Control your cash burn, secure funding, and price your products for maximum profitability with our strategic guidance.
Aged Care
Manage costs, maximise funding, and focus on delivering quality care while we handle the financial complexities.
Understand
Your Business
We start with taking the time to understand your business, its operations, and the goals you're pursuing.
Streamline Your Finances
We streamline financial data to provide clear, actionable insights that enable better decision-making.
Tell Your
Financial Story
We present a cohesive narrative for your business that highlights performance and growth opportunities.
Drive
Accountability
Collaborating closely with your leadership team, we ensure accountability and alignment to drive business performance.
As your strategic CFO partner, we bring clarity and control to your finances so that you can focus on building a more resilient business.
Common Challenges
Slowed growth and declining profit
Struggling to make sense of financial data
Uncertainty about financial impacts of decisions
Constant stress from cash flow surprises
Inability to raise capital due to poor financial visibility
Feeling financially stuck within your business
With Colfax CFO
Financial leadership and strategies focused on profitable growth and sustainability
Financial visibility to build trust with stakeholders
Actionable insights that highlight areas of performance and underperformance
Take action with confidence and accountability
Seven years with KPMG and EY, working with multinational corporations across diverse industries
Boardroom experience with multiple ASX 200 companies
Four years of experience leading Business Intel teams at Suncorp
Six years of experience delivering virtual CFO services to SMEs
Expertise in cash flow management, financial oversight, and long-term strategic planning
Drives financial strategy and empowers SMEs with advanced business intelligence tools
Experience in a Big 4 firm (Deloitte) and commercial finance roles
Specialising in financial analysis and performance optimisation
Skilled in data analytics, enabling SMEs to make informed, data-driven decisions
Focuses on optimising operations and enhancing performance through targeted financial insights
Optimism
We approach challenges with a growth mindset, ensuring setbacks fuel our growth.
Entrepreneurial Spirit
We boldly step beyond our comfort zone, taking calculated risks to grow.
Simplicity
We remove the unnecessary to provide straightforward, effective solutions.
Continuous Improvement
We desire to be better, always driving ourselves to innovate, learn and improve.
Long-Term Relationships
We build trust through transparency, genuine connection, and openness to feedback in every partnership.
You'll have complete clarity on how your business is tracking so you don't feel you're flying your business blind.
We walk you through your results, so you have someone to answer your questions and support you in driving results.
Gives you a tight handle on expenses, allowing you to reduce unnecessary spend and improve profits.
A dedicated time to step away from working 'in' the business to work 'on' it, giving you more control over your life and business.
You'll have timely access to advisors that know your finances you spend less time consumed with financial management.
Become more forward looking with your cash management, identify issues early and worry less about cash flow.
Up to x3 hours per month of help for your finance team so you can have more accurate analysis to make business decisions.
Quickly see how incremental changes in business variables impact results, allowing you to make better decisions on where to deploy resources.
We'll analyse your last two years of results and then meet with you to agree the steps to get you on the path to a more rewarding business.
Updated performance analysis sent to you monthly
Monthly calls to discuss financial performance
Expense Interrogator Dashboard
Quarterly Strategic Review Sessions
Cash Flow Forecast for rolling x3 months
Up to x3 Hours of Monthly Support for Finance Team
ON SIGN-UP: Diagnostic Financial Performance Review
ON SIGN-UP: Priorities and Goals Discovery Session
Call, Email & Text Reply
to Business Owner
When You Engage Us
for Other Projects
Want to get started?
Updated performance analysis sent to you monthly
Monthly calls to discuss financial performance
Expense Interrogator Dashboard
Quarterly Strategic Review Sessions
Cash Flow Forecast for rolling x3 months
Up to x3 Hours of Monthly Support for Finance Team
ON SIGN-UP: Diagnostic Financial Performance Review
ON SIGN-UP: Priorities and Goals Discovery Session
Call, Email & Text Reply
to Business Owner
When You Engage Us
for Other Projects
Want to get started?
Struggling to make sense of financial data
Constant stress from cash flow surprises
Uncertainty about financial impacts of decisions
Slowed growth and declining profit
Inability to raise capital when you need it most due to poor financial visibility
Feeling trapped within your business and lacking options for growth or change
As your strategic CFO partner, we bring clarity and control to your finances, empowering your business to thrive.
Seven years with KPMG and EY, working with multinational corporations across diverse industries.
Boardroom experience with multiple ASX 200 companies.
Four years of experience leading Business Intel teams at Suncorp.
Six years of experience delivering virtual CFO services to SMEs.
Expertise in cash flow management, financial oversight, and long-term strategic planning.
Drives financial strategy and empowers SMEs with advanced business intelligence tools.
Experience in a Big 4 firm and internal finance partnering roles.
Specialising in financial analysis and performance optimisation.
Skilled in data analytics, enabling SMEs to make informed, data-driven decisions.
Focuses on optimising operations and enhancing performance through targeted financial insights.
Colfax
120 Collins Street, Level 31
Melbourne VIC 3000
Australia
We're continually investing to develop and enhance relevant skillsets.
We bring you the insights from working with a broad portfolio of businesses.
We can quickly be engaged and put to work for you right now.
Depending on the services you require, our fees can be less than $1,000 + GST per month.
For 75% less than an in-house employee, you get help with many of the most commercially critical aspects of your finances.
Considerable time and expense are needed to keep employee skills current.
Gaining fresh perspectives from in-house employees is often a challenge.
Hiring senior finance professionals is usually an expensive lengthy process.
In-house senior finance professionals are often more than $12,000 / month ($150,000 / year).
Financial benefits generated from in-house finance professionals are often more than offset by their cost, leaving many SMEs worse off.
Your score on x12 Core Business Drivers critical to your business success.
Assessment questions and results developed from our experience with 100s of businesses.
Identify constraints and areas your business can start focusing on TODAY!
Or
Liability limited by a scheme approved under Professional Standards Legislation.
Colfax Pty Ltd