Fractional CFO · CA ANZ · Big Four · Fortune 1000 · AI Industry

The finance
operator your
business needs now.

Your month-end takes too long and the numbers still are not reliable
You are heading into a raise, an audit, or a board meeting and the finance function is not ready
You need someone senior in your corner but a full-time CFO hire is not the right move yet
Cash flow is tight and you do not have real visibility into why

Bonzer Advisory provides fractional CFO leadership and senior finance support to scaling businesses with real financial complexity. You work directly with a CA ANZ with Big Four foundations and hands-on experience inside some of the world's most demanding financial environments — including two of the leading AI companies in the world.

Book a free consultation See how it works
10+
Years across Big Four audit, Fortune 1000 controllership, and AI industry finance leadership
IPO
Senior finance experience supporting one of the most high-profile technology IPOs in recent years
30
Days to a defined, documented outcome — or an ongoing retainer that keeps everything sharp
CA ANZ · Big Four Alumni · IFRS & US GAAP · Global
BackgroundBig Four · Major Banking · Fortune 1000 · AI Industry
FrameworksIFRS · US GAAP · AASB · UK GAAP · SOX · ICFR
SectorsAI & Technology · Financial Services · Healthcare · Energy · Mining · Retail
GeographiesAPAC · EMEA · Americas

Track record

Outcomes delivered in the field

The following represent real engagements. Client and employer names are withheld by professional convention.

IPO-ready accounting infrastructure built for a major AI infrastructure company during one of the fastest hardware scale-ups in the industry
Led fixed asset accounting and controls design through hypergrowth, establishing the governance framework, policy documentation, and reporting architecture required to withstand Big Four audit scrutiny ahead of a public listing. Delivered on a compressed timeline alongside aggressive operational expansion.
IPO Readiness · AI Sector
Technical accounting and M&A support at a leading global AI research organisation during a period of transformational growth
Provided senior technical accounting analysis under US GAAP including functional currency frameworks, equity method accounting, business combinations, and entity restructuring support across a rapidly evolving corporate structure.
Technical Accounting · M&A · AI Sector
Revenue integrity protected across a $500M+ billing operation during a high-risk ERP transition at a major US healthcare insurer
Directed post-go-live stabilisation across billing and shared services during a period of significant operational and staff disruption. Rebuilt reconciliation frameworks, resolved interface failures, and implemented control improvements that restored reporting confidence and prevented material revenue leakage.
ERP Transition · Healthcare · Revenue Assurance
Fund-wide covenant monitoring and reporting built across 20+ portfolio companies for a US private equity manager
Designed and implemented a centralised tracking system for subscription credit facilities, standardised lender and investor reporting, and built forecasting tools to monitor leverage exposure and covenant compliance across the portfolio.
Private Equity · Portfolio Monitoring · Lender Compliance

Engagement model

A structured path to financial clarity

No open-ended retainers before demonstrating value. No ambiguous scope. You know precisely what you are receiving, what it costs, and when it will be done.

01
Discovery consultation
A complimentary 30–60 minute conversation to understand your business, your finance function, and the specific challenge you are facing. This is a diagnostic exercise, not a sales call. You will leave with a clearer picture of your situation regardless of whether we proceed together.
Complimentary · 30–60 minutes
02
The 30-day engagement
A focused, time-bound engagement to resolve one defined problem. Reporting overhaul, controls gap, technical accounting question, finance function build — a clear, documented outcome is delivered within 30 days. A fixed-fee proposal is agreed in writing before any work begins.
From USD $5,000 · fixed fee
03
Ongoing retainer
After the initial engagement, clients may elect to retain ongoing fractional CFO support. Continuous access to senior financial expertise — reporting oversight, strategic input, and ad hoc advice — on a predictable monthly basis. Minimum three-month commitment.
From USD $2,000 per month

Services

Fractional CFO leadership — and the depth behind it

The flagship service is fractional CFO. Everything else is the depth that makes it exceptional.

Flagship service
Fractional CFO & Financial Leadership
For businesses that need a senior finance operator in their corner — attending leadership meetings, owning the numbers, driving decisions — without the cost or commitment of a full-time hire. Direct, hands-on financial leadership from a CA ANZ with Big Four and Fortune 1000 experience.
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  • Board and investor reporting design, preparation, and delivery
  • Cash flow forecasting, working capital management, and treasury oversight
  • KPI framework development and financial performance monitoring
  • Lender covenant monitoring, compliance reporting, and relationship support
  • Finance function build, restructure, and team capability development
  • Strategic financial planning, scenario modelling, and capital allocation
  • Audit, investor, and lender liaison on your behalf
Financial Reporting & Close
Slow, unreliable month-ends. Reports that tell you nothing useful. The process is redesigned, the data is fixed, and reporting is rebuilt so you can actually use it to run the business.
  • Month-end close redesign and acceleration
  • Management accounts and board pack build
  • Group consolidation frameworks
  • ERP and reporting system improvement
Controls & Finance Health Review
A structured diagnostic to identify control gaps, process risks, and reporting blind spots before they become material. Produces a prioritised remediation plan with clear next steps.
  • Internal control design and gap assessment
  • Process risk identification and remediation
  • Audit readiness preparation
  • SOX and ICFR framework implementation
Technical Accounting & Transactions
Complex transactions, new standards, or audit-sensitive areas requiring a qualified technical view. Accounting memos, position papers, and workpapers prepared to institutional standard.
  • Revenue recognition and lease accounting
  • Business combinations and M&A support
  • Foreign currency and financial instruments
  • IPO readiness and disclosure frameworks

Who this is for

Built for businesses that have outgrown the basics

Bonzer Advisory is selective. The best fit is where financial complexity has outpaced the current finance function and leadership recognises it.

Growth-stage businesses
Companies scaling past their bookkeeper or part-time accountant but not yet at the scale for a full-time CFO. Typically 10–200 employees, increasing reporting complexity, or an imminent milestone requiring senior finance input.
PE-backed and investor-ready companies
Businesses preparing for a raise, reporting to institutional investors, or navigating a private equity transaction that requires institutional-grade financial reporting, controls, and covenant compliance infrastructure.
Businesses at an inflection point
Companies navigating a system migration, first-time audit, complex transaction, or period of rapid change that has exposed gaps in the finance function requiring expert, time-bound remediation.

Bonzer Advisory accepts clients from North America, Australia, the United Kingdom, and internationally. All engagements are delivered remotely as standard. On-site availability can be arranged. If you are unsure whether your situation is the right fit, the discovery consultation will tell you — at no cost and no obligation.

SB
Sean B.
Founder · Bonzer Advisory
CA ANZ IFRS & US GAAP Big Four Alumni

Intro video

What Bonzer Advisory does and who it is for

About

A senior finance executive — directly engaged.

Bonzer Advisory was founded on a straightforward premise: growing businesses deserve access to the same calibre of financial expertise as the large corporates they compete with — without a full-time executive overhead.

The practice is led by a senior finance executive and Chartered Accountant (CA ANZ) with Big Four foundations and over a decade of progressive leadership across major financial institutions, Fortune 1000 environments, and — most recently — two of the world's most prominent AI companies during their most critical growth phases. Experience spans IFRS, US GAAP, AASB, and UK GAAP across APAC, EMEA, and the Americas.

Prior engagements include senior finance leadership at a leading AI research organisation and a major AI infrastructure company during its IPO; stabilisation of a $500M+ billing function for a large US healthcare insurer; and portfolio-wide financial monitoring for a US private equity manager across 20+ companies. Earlier career experience spans Big Four audit across Sydney and London for ASX and FTSE-listed clients, group reporting at a major Australian bank, and finance management at a global financial data group.

Why clients work with Bonzer Advisory
Direct engagement
Every engagement is handled personally. No juniors, no account managers, no diluted delivery.
Decision-useful reporting
Not just cleaner numbers — reporting built to drive decisions at board and leadership level.
Technical depth
Institutional-grade technical accounting across IFRS, US GAAP, and complex transactions.
Stakeholder fluency
Experienced working directly with CEOs, investors, auditors, lenders, and boards.
Leading AI Research Company
Senior Manager · Technical Accounting & M&A
US GAAP · High-growth · Current
Major AI Infrastructure Company
Senior Manager · IPO Readiness
Hypergrowth · 2025
Big Four Audit & Advisory
Manager · Sydney & London
ASX & FTSE-listed · 2017–2022
Fortune 1000 & PE Engagements
Senior Manager · Finance Transformation
Banking · Healthcare · Private Equity

Pricing

Transparent structure, no ambiguity

Retainer pricing is fixed and disclosed upfront. The initial fix engagement is scoped and priced individually — a written fixed-fee proposal is provided before any work begins.

The 30-day fix engagement

A time-bound engagement to resolve your most pressing financial challenge. Scope and fee are agreed in writing following the discovery consultation. All proposals are fixed-fee — no hourly billing, no scope creep, no surprises.

From $5,000 USD · fixed fee · scope dependent
Monthly retainer
Essentials
$2,000
USD per month · minimum 3 months
  • 4–6 hours of advisory time per month
  • Email and asynchronous support
  • Monthly financial review call
  • Reporting oversight and commentary
Enquire
Most selected
Standard
$3,500
USD per month · minimum 3 months
  • 8–12 hours of advisory time per month
  • Priority response and availability
  • Reporting review, commentary, and sign-off
  • Ad hoc technical queries included
  • Bi-weekly strategic review call
Enquire
Monthly retainer
Premium
$5,000
USD per month · minimum 3 months
  • 15–20 hours of advisory time per month
  • Board pack preparation and delivery
  • Strategic planning and scenario modelling
  • Investor, lender, and auditor liaison
  • Weekly availability and on-call access
Enquire

Common questions

What you probably want to know

What size business is this right for?
Bonzer Advisory works best with businesses between roughly 10 and 200 employees that have grown past their bookkeeper or part-time accountant but are not yet at the scale for a full-time CFO. Revenue is less important than financial complexity — if your reporting, controls, or cash flow visibility are creating risk or limiting decisions, this is likely a good fit.
How does the first 30 days work?
Following the discovery consultation, a fixed scope and fee are agreed in writing. Work begins immediately on one clearly defined problem. A documented output is delivered at the end of 30 days — whether that is a rebuilt reporting pack, a controls remediation plan, a technical accounting memo, or a finance function roadmap. There are no surprises on scope or cost.
Do I have to commit to a retainer upfront?
No. The 30-day fix engagement stands on its own. Many clients find that after the initial engagement they want ongoing support, at which point a retainer is discussed. But there is no obligation to continue, and the initial engagement is priced and scoped independently.
How is this different from hiring an accountant or bookkeeper?
A bookkeeper records transactions. An accountant prepares tax returns. A fractional CFO owns the financial strategy, the reporting architecture, and the decisions that flow from them. Bonzer Advisory operates at CFO and controller level — working with your leadership team, your investors, your auditors, and your lenders.
Is this delivered remotely?
Yes. All engagements are delivered remotely as standard. Bonzer Advisory serves clients across North America, Australia, the United Kingdom, and internationally. On-site availability can be arranged for specific engagements where required.
What industries do you work in?
Direct experience spans AI and technology, financial services, private equity, healthcare, mining and resources, energy, telecommunications, real estate, and retail. The core disciplines — reporting, controls, technical accounting, and CFO leadership — are applicable across industries, and the discovery consultation will confirm fit.

Get in touch

Begin with a complimentary consultation

A 30–60 minute conversation — no obligation, no commercial pressure. Your situation will be assessed honestly and you will be told whether and how I can help.

sean@bonzeradvisory.com

Global · Remote engagements as standard

All enquiries acknowledged within 24 hours

This consultation is best suited for:

Companies with revenue growth, upcoming reporting pressure, audit readiness issues, investor or lender requirements, or a finance leadership gap that needs to be filled before a full-time hire makes sense.

"Good advice begins with understanding the problem — not presenting a solution. You will leave the conversation with a clearer picture of your situation, regardless of what you decide."

Confidentiality: All enquiries and engagement details are treated with strict professional discretion. Information shared in the discovery consultation and any subsequent engagement is held in confidence as standard practice.
B

Bonzer Advisory

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