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Strategy & Advisory


With over 15 years of leadership experience enabling companies to achieve business growth, successful turnarounds, and improved profitability, we provide bespoke financial guidance to drive your business towards success and advice you on the next phase of your business. 


At some point, growing companies require a high-level finance professional on a regular basis – be it a time of growth or distress – and may not necessarily want to in-source this. By outsourcing a CFO function from us, your business will benefit from the wealth of skills and knowledge of a CFO who has assisted in driving long-term performance results for industry giants such as Toyota and Fujitsu.


CFOTOGO’s business strategy and advisory service creates powerful business solutions for our clients by combining expert insight and industry expertise to help our clients exceed their expectations.

We’ll show you how to take advantage of accurate financial information, establish KPIs, adopt a business strategy based on forecasts as well as ensure that your plans and actions align with your goals.


We provide business strategy and advisory services to:

  • Startups who require strategic and other financial guidance
  • Mergers, Acquisition and Business Sales; Businesses looking to sell and require some advice in preparing the business for sale or succession. Our record includes supporting a client in selling the business to a public company within 30 days of the purchaser approaching our client, and separately, completing the purchase of 2 companies for another client within 7 months.
  • Business owners or executive leaders seeking guidance towards business excellence

Outsourcing your CFO saves you cost and time without compromising on quality. This means you will have more time to focus on business growth and core activities with the confidence that you are working with accurate and current data, backed by a strategic financial sounding board to empower significant decision-making.

Steven Jacobson is a CPA with 15+ years of experience under his belt as a CFO which gives us the understanding of where organisations need to be financially. Through team management and executive leadership, we have consistently delivered financial results, from improving cash flow and creating an accounting infrastructure to advising business owners and executives on the next phase. 

In our commitment to our client’s success, we believe the solutions you implement today define tomorrow’s success. Let’s talk so you can tell us what you want for your business, and we’ll show you how to get it done.