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CFO Services & Bookkeeping

From day-to-day bookkeeping through to strategic financial leadership, we give businesses the financial clarity, structure and oversight they need to perform with confidence - at every stage of growth.

Do Your Numbers Tell the Full Story?

Good financial management is more than clean books. It's knowing what your numbers mean, having the right people interpreting them and making sure every decision is backed by sound financial intelligence. Whether you need a bookkeeper, a CFO or everything in between, we have you covered.

Our CFO Services & Bookkeeping

CFO Services

Access senior financial leadership without the cost of a full-time hire. Our outsourced CFO service gives growing businesses the strategic oversight, risk management and governance support they need - at a fraction of the cost of an in-house appointment. We provide financial insight, highlight areas for improvement and safeguard the long-term economic wellbeing of your business - ongoing or as needed.

Company Secretary

Keeping up with statutory obligations, regulatory requirements and corporate governance can be a significant burden for business owners. Our Company Secretary service ensures your business remains compliant with ASIC requirements, manages your corporate records and takes the administrative complexity off your plate - so you can stay focused on running the business, not the paperwork.

Bookkeeping

Accurate, well-organised books are the foundation of every good financial decision. Our experienced bookkeeping team combines sound accounting principles with modern cloud-based software to keep your records clean, current and compliant. We work with you as a partner - saving you time, reducing paperwork and ensuring the information driving your business decisions is always accurate and up to date.

Management Accounting & Reporting

Beyond keeping the books, we help you understand what your numbers are actually telling you. Through budgeting, forecasting, business analysis and KPI tracking, our management accounting service translates financial data into clear, actionable insights - giving you the decision-making power to manage performance, spot early warning signs and steer your business with confidence.

Budgeting & Cashflow Management

A realistic budget and disciplined cashflow management are two of the most powerful tools available to any business owner. We develop comprehensive budgets tailored to your business and use financial modelling to create a clear picture of your cashflow position - helping you meet your obligations, plan for growth and avoid the pressures that catch so many businesses off guard.

Experience That Makes a Difference

With over 50 years of combined experience, our team brings genuine financial expertise and a practical, business-first approach to every client. We're not just number crunchers - we're business partners.

Award-winning, internationally experienced and genuinely one of a kind, Melvyn leads Fortuna's Perth metro accounting operations with deep expertise, a sharp strategic mind and a sense of humour that keeps everyone guessing.

Melvyn Gilbert

Managing Director - Accounting

A Chartered Accountant with close to 40 years of regional WA experience, Steve is the trusted adviser of choice for farming, fishing and rural business communities from Geraldton to the Mid-West.

Steve Cross

Managing Director - Accounting Geraldton

With more than 35 years of accounting experience and deep roots across the Southwest, Mark is the trusted adviser of choice for individuals and family businesses from Mandurah to Denmark.

Mark Polglase

Managing Director - Accounting Southwest