Accounting & CFO expertise for founders scaling fast.
From idea to legacy, we help founders build lasting companies with clarity, compliance, and growth-ready finance.
That’s why we partner with founders and investors, bringing financial precision and practical commercial advice (gained through lived experience) to support our clients make better decisions as they scale.
We’re not just an accounting practice, we’re founders, operators and investors who’ve felt the pressure of payroll, wrestled with burn rate, submitted R&D claims, scaled globally, dealt with due diligence, closed multiple rounds and successfully exited.
Traditional accounting firms often lack the lived experience of scaling and exiting a company or investing in early stage / high growth ventures and aren’t across things like startup metrics, employee share option plans, cap tables, enterprise valuations, R&D tax incentives or Early Stage Innovation Company tax treatments, or nuanced capital raising terms and conditions. Our clients value that we bring financial expertise with our practical experience as founders and investors.
Growing a business is fast, messy, and demanding.
Practical experienced with all financial aspects of starting, scaling, exiting and investing in startups.
Flexible accounting, tax, fractional CFO, and commercial advisory support that grows with you.
We harness AI & technology to reduce the cost and effort of compliance and to unlock insights that accelerate your growth.
Peace of mind that your ASIC, Tax, R&D, ESIC, ESOP & Grant compliance and reporting is in good hands so you can focus on what’s important.
From Idea
to Legacy
At Create Financial, we partner with founders and entrepreneurs across their entire journey from idea through to building enduring wealth for future generations. We call this “from idea to legacy”
We’ve lived the journey ourselves and understand that each stage requires different support. That’s why we’ve designed a continuum of services that evolves with you:
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It all begins with an idea. We help with structuring (companies, trusts, shareholder agreements), setting up xero, grants, early business models & financial plans, setting up R&D tax incentive reporting, bookkeeping & tax.
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As you build and win early customers, we help with commercial advice on pricing models, team remuneration & incentives, budgeting, bookkeeping & accounting, tax, ASIC and ESIC compliance, early-stage funding, R&D Tax Incentive claims and more..
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Getting to product-market-fit is hard. Building scalable growth engines requires constant experimentation. We help with accounting & tax, fractional CFO and commercial advisory services on topics including financial metrics, ESS, international expansion, transfer pricing, management reporting, audited financials, growth capital rounds, salary benchmarking, exec remuneration, M&A and more.
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Creating shareholder liquidity opportunities and being ready to exit requires a rich data room, good growth metrics, up to date compliance and clean records. We help with you get and stay ready to quickly respond to DD requests, produce financial reports, management plans and structure well to maximise the upside for shareholders and team members.
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Transitioning from Founder to Investor often starts before you fully exit your company and requires new skills, a different set of questions and different metrics. We help with the mental transition and understanding investment processes, portfolio creation, diversification, estate planning, succession and philanthropy. Investing in the next generation of entrepreneurs and building your legacy.
Accounting & Tax
We handle bookkeeping through to the complexities of tax, structuring, and R&D claims while providing proactive advice to optimise returns and fuel innovation.
Fractional CFO
Stay compliant without the stress. Our team manages bookkeeping, financial reporting, and regulatory requirements, giving you accurate numbers and more time to focus on growth.
Investment & Commercial Advisory
Strategic financial leadership—without the full-time cost. From cashflow forecasting and board reporting to venture support and investor communications, our fractional CFO services help you scale with confidence.
Contact Us
Contact us directly:
info@createfinancial.com.au
+61 7 3555 5544
or send us a note by filling out the form below