CFO Dynamics

What CFO Dynamics does

CFO Dynamics is an Australian outsourced CFO services firm headquartered in Perth, founded in 2013. The company provides fractional and part-time Chief Financial Officer services to mid-market businesses operating in manufacturing, wholesale/distribution, construction, and service industries. Its core deliverable is experienced financial leadership embedded in the client's operations on a recurring retainer basis, targeting improvements in cash flow, profitability, financial reporting, and business equity.

The firm runs a sales-led go-to-market motion combining direct engagement, content marketing through eBooks and a 400+ subscriber newsletter, and client referrals. Documented client outcomes include a 400% cash flow increase, 21% profit growth, 41.1% operating cash flow improvement, 138.6% business equity growth, and a 6% return on capital increase. Named clients include Jaram Australia, EarthTrack Group, Fisher Biotec, Coerco, and EasyQuip, all mid-market operators served under long-term retainer relationships. Brendan Mills is the Director.

CFO Dynamics is a privately held company with 11–50 employees and no disclosed external funding rounds, acquisitions, partnerships, or AI/technology platform components. The business is fundamentally human-delivered professional services with no proprietary software, data assets, or machine-learning capabilities evident in available inputs.

Name

CFO Dynamics

Legal name

CFO Dynamics

Website

https://cfodynamics.com.au

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

CFO Dynamics is a Perth-based Australian firm that provides outsourced, fractional CFO services to mid-market businesses in manufacturing, wholesale/distribution, construction, and services through recurring retainer engagements.

Ownership category

akta.pro rank

Product category

Outsourced CFO / Financial Advisory Services

NAICS

Administrative Management and General Management Consulting Services (541611)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industries

Program & Project Management (PMO) Consulting (BPAHACAL), Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Outsourced CFO services
• Virtual CFO services
• Financial advisory
• Cash flow management
• Financial performance consulting

Headquarters

HQ city

Perth

HQ country

Australia

HQ region

Oceania

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Others

Revenue model

1. Outsourced CFO Services: Ongoing financial advisory and CFO services provided to business clients, likely structured as retainer or subscription arrangements for continuous financial leadership and strategic guidance.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

CFO Dynamics provides outsourced CFO and finance team services to mid-market Australian businesses that lack internal CFO capability. The firm delivers financial assessment, strategic direction, reporting optimization, systems improvement, and financial control strengthening, with a particular focus on cash flow growth and profit improvement across manufacturing, wholesale/distribution, construction, and service industries. Engagements are delivered by human finance professionals working embedded within the client's business.

Product overview

CFO Dynamics operates as a professional services firm offering outsourced CFO and financial advisory services, not a software platform. The core offering is a dedicated finance team replacement for businesses lacking internal CFO capability. The company supplements its service with free educational resources including three eBooks covering virtual CFO guidance, finance team optimization, and tax accounting fee reduction. All services are delivered by human finance professionals.

Differentiator

Problem solved

Functional benefit

Products and services

• Outsourced CFO Services Provides dedicated finance team expertise including financial assessment, strategic direction, reporting optimization, systems improvement, and financial control strengthening for businesses lacking internal CFO capability. Targeted at mid-market business owners in manufacturing, wholesale/distribution, construction, and service industries in Australia.

Quantifiable outcome

• 400% average cash flow increase for clients in past 12-24 months
• +5 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators8 records

Recent moves3 records

Expansion highlights3 records

Direct peers

• Anomaly Group: Anomaly Group provides outsourced CFO, financial controller, and bookkeeping services to Australian owner-managed and mid-market businesses. It competes directly with CFO Dynamics on retainer-based fractional finance services.
• Belay Solutions: Belay provides outsourced finance, accounting, and virtual CFO services to small and mid-sized US businesses on a retainer model. It shares CFO Dynamics' core proposition of embedded fractional finance leadership for clients without a full-time CFO.
• Pilot: Pilot is a US-based technology-enabled accounting and outsourced CFO/bookkeeping firm serving SMBs and growth-stage companies. It is the closest direct peer in terms of recurring, subscription-like CFO services targeted at owner-operators who lack in-house finance leadership.
• CFO Partners: CFO Partners is an Australian outsourced CFO firm targeting mid-market owner-managed businesses. It competes head-to-head with CFO Dynamics in the same verticals and geography with a comparable retainer-based engagement model.
• Sequel CFO: Sequel is an Australian outsourced CFO and finance leadership firm serving growth and mid-market companies. It is a direct competitor in the same outsourced-finance-for-non-financial-founders niche.

Regional players

• Count Limited: Count is one of Australia's largest accounting and business advisory networks, offering CFO advisory alongside traditional accounting. It is a regional competitor that overlaps with CFO Dynamics in mid-market advisory work but operates at much greater scale and breadth.
• Bottrell Business Consultants: Bottrell is an Australian Newcastle/Hunter-based accounting and business advisory firm offering CFO and virtual CFO services to SMEs. It is a regional competitor focused on owner-managed businesses in NSW, comparable to CFO Dynamics' Perth-centric mid-market niche.

Broad incumbents

• RSM Australia: RSM is a global mid-tier accounting and consulting network providing CFO advisory, transaction support, and outsourcing in Australia. It is a broad incumbent serving similar mid-market clients across CFO, advisory, and assurance.
• BDO Australia: BDO is a global accounting and consulting network with a substantial Australian practice offering CFO advisory, transaction services, and outsourcing. It is a broad incumbent that competes for the same mid-market clients but from a full-service, audit-and-tax-anchored position.
• William Buck: William Buck is an Australian mid-tier accounting and advisory firm that bundles CFO, advisory, and tax services for owner-managed businesses. It overlaps with CFO Dynamics' verticals and is a broader incumbent with deeper resources.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@cfodynamics
• LinkedInlinkedin.com/company/cfo-dynamics

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CFO Dynamics