Your finance team, assembled around your needs

Velo Advisory gives you access to a cohesive finance team. Instead of hiring separate people for strategy, oversight, and day-to-day execution, you can combine the roles that matter most into one integrated support model.

One team. Four capabilities.

Every business is different, so the right support model should be flexible. Some clients need only one role, while others need a combination of all four to create a complete finance function. We help you build exactly what you need — nothing more, nothing less.

Common Combination
Strategic Growth Package
Fractional CFO + Controller Support
Common Combination
Operations-Led Package
Fractional CFO + Finance Operations Support
Common Combination
Accounting Foundation
Bookkeeping + Controller Support
Full Service
Complete Finance Function
All four roles — CFO, Finance Ops, Bookkeeping, Controller

CFO & Finance Operations

Strategic leadership and the operational infrastructure to support it.

Most Popular

Fractional CFO

For business owners who need strategic financial leadership, sharper decision-making, and a trusted partner to help guide the business forward. This role focuses on the highest-level finance work and can be paired with operational support as needed.

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Included Services
  • Cash flow forecasting and planning
  • Budgeting and budget-to-actual analysis
  • Financial modelling and scenario planning
  • KPI tracking and management reporting
  • Margin and profitability analysis
  • Strategic planning and decision support
  • Lender, investor, and board reporting support
  • Special projects and ad hoc financial analysis

Finance Operations Support

For businesses that need recurring finance processes built, organised, and managed. This service is designed for the operational work that keeps finance moving — especially when the workflow does not yet exist or needs to be created and stabilised.

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Included Services
  • Designing recurring finance workflows
  • Building and managing approval processes
  • Accounts payable and receivable workflows
  • Recurring reporting routines
  • Cash collection and payment process support
  • Reconciliation and close coordination
  • Finance system setup and process documentation
  • Ongoing management of routine finance tasks

The foundation everything is built on

Clean, accurate accounting is not just a compliance requirement — it is the foundation that makes every other financial decision trustworthy.

Included Services
  • Transaction coding and general ledger maintenance
  • Bank and credit card reconciliations
  • Accounts payable and receivable tracking
  • Journal entries and routine adjustments
  • Monthly bookkeeping cleanup and catch-up work
  • Financial statement preparation support
  • Supporting documentation and record organisation

Bookkeeping

For clients who need clean, reliable books and a strong transactional foundation. Bookkeeping can stand alone or serve as the base layer for a broader finance team.

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Controller Support

For businesses that need oversight, structure, and confidence in the numbers. Controller support adds review, control, and accounting leadership on top of the bookkeeping foundation.

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Included Services
  • Month-end close management and review
  • Financial statement review and variance analysis
  • Balance sheet account reconciliations
  • Accounting issue research and resolution
  • Internal controls and accounting policy support
  • Oversight of bookkeeping quality and consistency
  • Support for audit, tax, and lender requests

Not sure which services you need?

Book a free consult and we will help you identify the right combination of services for your business — no pressure, no obligation.

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