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Financial thinking, built into how you run the business

Strategic finance support for Australian businesses turning over $2M to $50M.

We work alongside owners, CEOs and boards to bring structure and clarity to the numbers, so the decisions you make are well informed and the plan you're working to is one you actually believe in.

Most of the businesses we work with put in plenty of effort. What they soetimes find more difficult is a clear view of how the business is really performing, where it's heading, and what to do about it. So that's where we come in.

Some clients use us for one specific thing, like board reporting or a cashflow forecast. Others hand us the whole finance function. Either way, we work with what you've got and build from there.

How we work

We sit at your table, and our approach looks something like this…

…but the solution (and the team) will be unique to your business.

How we can help

Four ways we can support your business. Each one works on its own, but they're designed to fit together because they do overlap, so it's easy to add more support as your needs change.

CFO Leadership

Fractional CFO leadership at your table, focused on how the business makes money and how it could perform better.

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Outsourced Finance Function

A full finance team, from outsourced accounting, bookkeeping and payroll to CFO-level advice, without building it in-house.

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Management & Board Reporting

Reporting shaped for the people reading it, so management can run the business and the board can govern it.

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Budgeting, Forecasting & Planning

A clear direction, turned into budgets, cash flow forecasts and targets your team can work towards.

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Behind Navigate is a senior, CFO-led team, led by our founder Aaron. They're the people who'll sit at your table, get to know your business and stay with you over time. Want to know who you'd be working with?

Lighthouse beacon shines brightly under a partly cloudy sky to navigate the way.

Here's what our clients have to say about Navigate's services

Navigate are more than just a virtual CFO to our business – the team have shown true partnership in the way they have immersed themselves in our daily operations, with their expertise proving invaluable in providing us with the strategic financial guidance we need.

The breadth of their service offering from payroll and debtors to cash flow forecasting and detailed reporting gives us the confidence and clarity we need to focus on our continued growth.

Kelly Orsmond

Chief Operations Officer - Moustache Republic

Our case studies show what that looks like in practice: what our clients came to us with, what we did, and what changed as a result. 

• INTEGRITY • WE SIT AT YOUR TABLE • ACCURACY • FUTURE FOCUSSED • TRUST • PARTNERSHIP • COMMITMENT TO GROWTH • KILLER INSIGHTS

Who we work with.

Helping businesses reach their potential (and their leaders sleep at night).

Every sector has its own pressures, from funding cycles and grant reporting to multi-site trading and seasonal cash flow. Because we work across so many, we bring ideas that have already worked elsewhere and adapt them to your business.

Retail & eCommerce

Sport, fitness & recreation

Not-for-profits & charities

Health & care

Professional & financial 

Software & SaaS

Hospitality & travel

Property & industry

Not sure where to start?

That's completely normal. Have a chat with us about where things are at, and we'll tell you honestly what we think would help.

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