Virtual CFO services South Melbourne

Strategic financial oversight from a local CFO partner

Liston Newton Advisory is rated 4.8 from 32 reviews

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An award-winning Australian accounting firm

SMSF multi service firm of the year awardSMSF customer service firm of the year awardIfa innovator of the year awardIfa holistic adviser of the year award

Virtual CFO support tailored for South Melbourne businesses

If your business has outgrown basic accounting but isn’t ready for a full-time CFO, our virtual CFO services in South Melbourne offer the perfect middle ground. We work closely with you to bring clarity to complex financial decisions, helping you plan, forecast, and scale with confidence. Our strategic financial oversight is grounded in real-world experience, and it adapts to your unique goals.

Our team of virtual CFO specialists understands the local business environment, from startups scaling fast to established companies managing new levels of complexity. We offer tailored CFO support that includes actionable insights, high-level reporting, budgeting, and risk management. Whether you’re preparing for investment, acquisition, or long-term succession, we deliver the expertise and insights you need to make smart decisions.

You’ll find us at our South Melbourne office on Palmerston Crescent. We’re always happy to meet in person or virtually. Whatever works best for you.

Contact us

Call us on

03 9069 2605
Business hours

Monday to Friday

8am to 5pm

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On-street parking on Palmerston Crescent

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Contact us

Call us on

Business hours

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Virtual CFO support tailored for South Melbourne businesses

If your business has outgrown basic accounting but isn’t ready for a full-time CFO, our virtual CFO services in South Melbourne offer the perfect middle ground. We work closely with you to bring clarity to complex financial decisions, helping you plan, forecast, and scale with confidence. Our strategic financial oversight is grounded in real-world experience, and it adapts to your unique goals.

Our team of virtual CFO specialists understands the local business environment, from startups scaling fast to established companies managing new levels of complexity. We offer tailored CFO support that includes actionable insights, high-level reporting, budgeting, and risk management. Whether you’re preparing for investment, acquisition, or long-term succession, we deliver the expertise and insights you need to make smart decisions.

You’ll find us at our South Melbourne office on Palmerston Crescent. We’re always happy to meet in person or virtually. Whatever works best for you.

Contact us

Call us on

03 9069 2605
Business hours

Monday to Friday

8am to 5pm

Parking

On-street parking on Palmerston Crescent

Virtual CFO services built for South Melbourne businesses

We help South Melbourne business owners make strategic financial decisions that align with the realities of running a business in this area. From professional services firms and medical practices to boutique retailers and growing trades, we tailor our approach to your sector, your goals, and your long-term plans.

We have worked with Liston Newton's Accountancy and Advisory Team for over a decade. During that time, our business has grown substantially both organically and through purchases. This wouldn’t have been possible without Liston Newton Advisory to assist with our business planning, providing proactive advice and ensuring our accounts were always compliant in a complex and volatile industry.

Karsten Horne

CEO, Reho Travel

Liston Newton's accountants analysed our financial and business situation and helped us implement strategies to improve our position. Their strategies turned our business from making a loss to recording a 6-month net profit of 36 per cent. And we are now on track to show a 240 per cent increase in turnover over the next financial year.

Lisa Clarke

SL Constructions

Liston Newton helped us move our accounting over to Xero. Their Accountant managed the set up and training so we felt comfortable with the software. We now have all our processes streamlined which gives us improved visibility of our business performance. This has allowed us to open 2 more stores without a significant increase in administration effort.
Peter Luskan
Pandora
Let’s talk about the future of your business
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A CFO partner with the experience and perspective to match your ambition

If your South Melbourne business has moved beyond the basics, you need more than bookkeeping. You need insight. We work with medium-sized businesses and ambitious operators across the CBD and beyond, helping you take control of financial complexity without hiring a full-time CFO.

Our advisory team draws on deep experience supporting businesses across construction, consulting, healthcare and hospitality — all sectors that power South Melbourne’s economy. We bring the expert guidance and strategic financial advice needed to identify growth opportunities, manage risk, and align every dollar with your vision.

What we can help you with

  • Building financial models to test growth scenarios, investments and strategic options.
  • Designing reporting dashboards to monitor KPIs and track performance in real time.
  • Conducting risk assessments and stress tests to improve financial stability.
  • Providing regular insights to help you interpret results and drive smarter decisions.
  • Collaborating with your existing bookkeepers and accountants for a seamless financial view.
  • Guiding cash flow forecasting and budgeting to support long-term business planning.

Learn more about your business with our comprehensive guides

At Liston Newton Advisory, we take pride in helping business owners get more out of their hard work. Our downloadable guides can give you an in-depth look at strategies and technologies that will help your business grow.

  • Discover tax strategies and business structures available to you
  • Understand and apply new business management technology
  • Get in touch with us for information tailored to your business

Download our CFO guide

Want to pay less tax and grow your business profits faster? Our free guide shows you how to take control of your finances, improve cash flow, and make better strategic decisions with help from a virtual CFO.

  • Learn practical ways to reduce tax and increase profitability.
  • Get tips on forecasting, budgeting, and financial reporting.
  • Understand how a virtual CFO helps you scale sustainably.
Get our guide

Download our CFO guide

Want to pay less tax and grow your business profits faster? Our free guide shows you how to take control of your finances, improve cash flow, and make better strategic decisions with help from a virtual CFO.

  • Learn practical ways to reduce tax and increase profitability.
  • Get tips on forecasting, budgeting, and financial reporting.
  • Understand how a virtual CFO helps you scale sustainably.
Get our guide

Meet our South Melbourne team

Expertise you can trust

Our professional accreditations

As a recognised accounting firm in Melbourne, we’re proud to hold affiliations with leading industry bodies. It’s a mark of our commitment to excellence, ethics, and ongoing professional development.

Australia’s most experienced and professional accountants — with industry leading qualifications and accreditations to show for it. Learn more from a specialised business accountant.

Why choose Liston Newton

Our commitment to exceptional standards

We believe great financial advice is about more than technical accuracy. It’s about clarity, honesty, and follow-through. Our virtual CFO team combines expert knowledge with grounded commercial insight to help you make decisions you can stand behind.

At Liston Newton Advisory, we back up our advice with reliable service and long-term thinking. We don’t just solve problems — we help prevent them. That means proactively supporting your business with insights, systems and strategies that evolve as you do.

Our clients span South Melbourne’s diverse business community, from family-run businesses to large-scale corporations, and we tailor our guidance to your structure, sector, and ambition.

Our methodology

Clear, expert guidance on your path to financial freedom

How we get you set

The first phase is all about establishing the fundamentals of your business and creating a strong foundation to build from. You also need to establish your long-term goals so you have a clear idea of what you're working towards.

  • Plan your goals
  • Structure your business and assets
  • Online accounting
  • People and HR
  • Protect your business and personal risk
  • Business and personal will

How we get you moving

The second phase is about gaining a deeper understanding of your business; how to make it more efficient and experience sustainable growth. This is where you transition from working in your business to working on your business.

  • Understand your numbers
  • Delegate bookkeeping
  • Systematise and automate tasks
  • Minimise tax
  • Forecast cashflow and capital needs
  • Quarterly coaching and accountability

How we get you free

The final phase is when all your hard work really starts to pay off. This is when you start using your profits to build your personal worth to a point that give you financial freedom—the freedom to work only if you want to.

  • Understand wealth creation
  • Investment portfolio
  • Investment property
  • Superannuation
  • Succession and exit planning
  • Your legacy

A South Melbourne success story

Community support in South Melbourne

We’re proud to be part of the South Melbourne community, not just as advisors and accountants, but as neighbours who care deeply about where we live and work. Giving back is a core part of who we are, and it’s something we do with intention, not obligation.

Our team regularly volunteers their time, skills and support to causes that align with our values. From helping small business owners through hard times to championing children’s health and backing grassroots sport, we believe in making meaningful contributions right here in our local area.

  • Volunteering with the Cancer Council’s Small Business Advisory Service, offering expert financial guidance to local owners doing it tough
  • Supporting the Type 1 Foundation’s important work around education, family support and community awareness
  • Sponsoring grassroots sports clubs across South Melbourne, Richmond and St Kilda to help keep local kids on the field and families connected

Frequently asked questions

Frequently asked questions

What can a virtual CFO actually do for my South Melbourne business?

A virtual CFO provides high-level financial oversight without the cost of a full-time hire. For South Melbourne business owners, this includes cash flow management, financial strategy, budgeting, risk assessment, and decision-making support.

Our virtual CFO services are designed to help your business succeed by offering strategic guidance tailored to your sector, goals and financial challenges. Whether you’re preparing for growth, navigating tax compliance, or analysing performance, we provide the support you need to stay in control.

This often includes working closely with your existing South Melbourne bookkeeping team and business accountants to ensure financial stability and long-term success.

How does a virtual CFO compare to a full-time CFO?

A virtual CFO delivers many of the same services as a traditional chief financial officer, but on a more flexible, outsourced basis. This is ideal for businesses in South Melbourne that don’t need or can’t justify the cost of a full-time executive.

Our virtual CFO services include proactive financial planning, forecasting, and insights needed to guide strategic decisions. You gain access to expert guidance and deep industry experience without adding to your internal headcount.

It's a solution that allows you to scale up or down as your business evolves, with clear explanations and ongoing support.

How do you tailor your services to South Melbourne businesses?

We’ve worked with clients across professional services, construction, retail, and creative industries, which are just a few of the major sectors that drive South Melbourne’s economy. We understand the local regulations, competitive landscape, and cash flow patterns that shape decision-making in this area.

Rather than offering a generic virtual CFO solution, we tailor our approach to your business goals and financial structure. This means adjusting reporting, analysis, and strategy based on your size, structure, and long-term vision.

We also collaborate with your existing advisors (including your South Melbourne financial planner) to ensure alignment across every part of your financial strategy.

Can your virtual CFO help South Melbourne businesses with tax planning and compliance?

Yes. Tax planning is one of the most valuable aspects of our virtual CFO service. We help businesses across South Melbourne structure operations in tax-effective ways and stay compliant with ever-changing taxation requirements.

Working alongside our in-house South Melbourne tax accountants, we ensure tax planning is integrated with your broader financial strategy. This includes analysing cash flow, forecasting liabilities, and preparing for year-end tax returns.

We take a proactive approach, helping you minimise risk, identify opportunities, and maximise profitability.

What kinds of businesses benefit most from virtual CFO services?

Our virtual CFO services are ideal for medium-sized businesses, high-growth startups, and business owners preparing for significant change, whether it’s expansion, sale, or restructuring.

If you’ve outgrown basic accounting but aren’t ready for a full-time CFO, this service provides the strategic financial support you need to make better decisions, faster. Our clients span industries from health and construction to professional services and digital agencies.

How is your service different from other virtual CFO providers in South Melbourne?

Unlike national call centres or offshore services, we’re a locally based team with deep knowledge of the South Melbourne business landscape. You’ll deal with senior advisors who understand your industry, not just your balance sheet.

We offer strategic insights, proactive reporting, and flexible engagement structures, all delivered with the clarity and prompt service you’d expect from one of Melbourne’s top local specialists.

What does onboarding look like for new clients?

It starts with a free consultation where we get to know your business, goals, and current financial structure. From there, we tailor a scope of virtual CFO support that matches your needs.

This might include regular meetings, tailored reporting dashboards, cash flow planning, KPI tracking, and guidance on key financial decisions. Everything is built to ensure financial stability and support sustainable growth.

We also coordinate with your existing accountant, bookkeeper or internal team to deliver seamless accounting support from day one.

How do I know if I’m ready for a virtual CFO?

If you’re making important financial decisions without the clarity or confidence you’d like, you’re probably ready. A virtual CFO is especially valuable if you’re looking to grow your business, improve profitability, or simply take control of complexity.

We help businesses make smarter decisions with expert insight, forecasting tools, and the accountability of an experienced advisor by your side.

Book a free consultation to find out how our service provides the support you need to drive your business forward.

We don’t believe in fairy tales

‘Artificial intelligence technologies have advanced by leaps and bounds in recent years. Hype-fueled tech evangelists have proclaimed AI tools can do everything from writing the next great novel to drafting political bills. They also claim AI will revolutionise business.

Integrating cutting-edge technologies is essential for businesses to remain productive and competitive. On that, we agree. But companies must take the time to understand what that technology is — and isn’t. At Liston Newton, we believe AI is a tool best used by experienced human analysts; it’s not a genie that can grant your every wish. 

That’s why every strategy we deliver will be planned, written and approved by tech-savvy human beings.