Professional, Cost-Effective Accounting and Bookkeeping Solutions

We provide professional, cost-effective bookkeeping and CFO services tailored to your needs.
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About CFO To Go

Founded in 2003 by Steven Jacobson, a qualified CPA with over 35 years of experience, CFO to Go has been a trusted partner for businesses across diverse industries.

We provide professional, cost-effective bookkeeping and CFO services tailored to your needs. Whether you're a startup or a large enterprise, we cater to businesses of all sizes.

Bookkeeping Services

We offer comprehensive bookkeeping solutions that cover:

Accounting Platform Selection & Implementation

Choose the right platform (e.g.,
MYOB, Xero, QuickBooks) and set it up for your business.

System Maintenance & Training

Ongoing management and training to ensure accuracy and efficiency.

Bank Reconciliations & Payroll Management

Regular reconciliations and accurate
payroll, including STP compliance.

BAS Reconciliation & Lodgement

Timely BAS preparation and lodgement.

Financial Reporting

Monthly, quarterly, and annual financial reports to help you stay on track.

Cash Flow & Debt Management

Efficient cash flow forecasting, accounts receivable, and debt collection.

External System Integration

Syncing data from external systems like marketplaces and inventory management.

Rescue Accounting

Cleanup of disorganized or outdated financial records.

CFO Services

We provide strategic support to guide your business through financial decision-making:

Strategic Financial Planning

Develop financial goals and long-term forecasts for sustainability.

Budgeting & Expense Control

Manage budgets, track spending, and identify cost-saving opportunities.

Cash Flow Management

Ensure enough cash for operations and plan for future needs.

Financial Reporting & Analysis

Clear, actionable financial reports to guide decisions.

Compliance & Risk Management

Adhere to tax laws, minimize risks, and ensure accurate lodgements.

Operational Oversight & Team Management

Oversee bookkeeping, approve major
transactions, and manage financial teams.

Support for Business Growth

Evaluate financial viability of new projects and assist with funding.