About

Simic Financial is a Geelong, Victorian-based CFO and finance partner, helping ambitious businesses gain clarity, control, and confidence over their numbers. We combine accounting with award-winning CFO expertise, to turn client data into sustainable business growth.

Expertise

Our strength lies in our CFO services: cashflow forecasting, data analysis, board reporting, and strategic planning. We also support businesses with reliable bookkeeping and compliance to keep the financial foundation strong.

Services and Deliverables

• Bookkeeping & reconciliations
• Payroll & compliance
• Cashflow forecasting & scenario modelling
• Multi-entity consolidation & reporting
• KPI dashboards & board ready performance analysis
• Virtual CFO advisory sessions & strategic planning

Pricing Estimates

• Bookkeeping packages: from $800/month
• CFO Advisory packages: from $2,500/month (tailored to business size/complexity)
• Custom project pricing available for M&A, multi-entity, or restructuring

Engagement Process

We begin with a free discovery meeting to understand your goals and challenges. From there, we design a CFO plan to meet our clients business goals, that includes reporting, cashflow management, and regular strategy sessions. Bookkeeping can be integrated, ensuring a seamless flow from data entry to board-level insights.

Case studies

• Tech Start-Up: Delivered comprehensive cashflow modelling and budgeting analysis, along with a compelling project pitch that secured capital funding and investor confidence.
• Hospitality Group: Implemented consolidated reporting and CFO oversight, driving profitability and enabling expansion into multiple successful restaurant openings, with further growth underway.
• Electrician set up for sale: Provided strategic CFO support to strengthen margins and scalability, positioning the business for sale. The owner achieved a higher-than-expected exit value.

Client testimonials

“Tom has a wealth of knowledge in all areas of the business and finance matrix. Simic Financial has been a great asset to have in our court, working alongside us to get the best out of our operations. Highly recommend.” - Katie Prowd, COO, Hypometer Technologies

“I've had the pleasure of working with Tom since 2019 and would recommend Simic Financial to any business owner looking for a professional, strategic advisor, to help achieve their financial success.” - Adam Fiske, CEO, Cipher Sports Technology

“Reliable, professional and knowledgeable are just a few words that stand out when utilising the service that Tom provides. Highly recommend to anyone and everyone!” - T. Read

“Well worth the money, Tom and the team are amazing and have helped me transition from a business to a company - future is bright!” -Lachlan Cox, Surfcoast Connections

 “Developing a relationship with Tom & Simic Financial has been one of the best decisions we've made as a small business. Tom's level of service and eye for detail is top class! There's no financial problem too big or small for Tom to help us work through! Would highly recommend Simic Financial, finance is one of the most important pillars of any business!” - Branden Johns

Team

Led by award-winning CFO, our team blends corporate finance experience with practical SME insight. We work as trusted partners, bringing the rigour of enterprise-level reporting to growing businesses, while staying approachable and adaptable to client needs.