- AUCKLAND - STRATEGIC ADVISORY
Cost effective leadership & growth
CPA-qualified growth partnering for Auckland small businesses — focused entirely on strategy, margins, and operational performance. Not tax compliance. Just Results.
- WHAT IS A FRACTIONAL CFO
Part-time, high-level expertise without the cost
Bridge the GAP between bookkeeper and full time CFO
3-5x
ROI clients typically see in year one
0%
Tax advice. 100% focused on your growth
- WHY THIS IS DIFFERENT
Your Accountant does Tax.
- I do growth.
Most small business owners have an accountant for compliance. Few have someone in their corner who reads the numbers and asks the harder question: how do we use this to make more money?
- WHAT THIS MEANS FOR YOU
No Conflict of Interest. Because I don’t do your taxes, I have the capacity to give your business the attention is needs.
Forward Looking: Unlike accountants who only focus on compliance and historical data, a fractional CFO offers forward-looking advice and planning.
CPA rigour, commercial lens. I read your numbers the way a CFO would — then translate them into decisions you can actually act on.
You stay in the driving seat. I don't take over your business. I sit alongside you and make sure every decision is made with clear financial intelligence.
Services that scale with your business. Including managing cash flow, preparing for exit or investment, profit margin improvement, and navigation during economic downturns
- THE PERSON BEHIND THE PRACTICE
A CPA who chose to stick up for the smaller player.
Adrian St John
Principle Advisor - 360 Strategies
Auckland-based
20+yrs experience
CPA
CGMA
BBUS
After spending most of my career working within large, well-known companies across Australia, United Kingdom and New Zealand, I saw firsthand how strong financial visibility, performance measurement, and commercial discipline help businesses grow with confidence.
Those organisations invested heavily in understanding their numbers, tracking performance, and making informed decisions. Smaller business owners deserve access to the same level of clarity — without the complexity or corporate layers.
My purpose is to bring those proven practices into small and growing businesses in a practical, understandable way. By helping business owners better understand their financial performance, cash flow, pricing, and opportunities, I aim to give them greater control, confidence, and the ability to make smarter decisions for sustainable growth.
Because when business owners truly understand their numbers, they make better decisions — and better decisions build stronger businesses.
- PACKAGES
Choose your level of partnership
Every engagement begins with a clear onboarding, so I understand your business deeply before making a single recommendation. All prices in NZD, excluding GST.
ENTRY POINT
Diagnostic
One-off deep dive.
No commitment required.
$1,200
flat fee · delivered in 2 weeks
—————————————————————————
2 × 90-min sessions
Business health scorecard
Top 3 growth opportunities
Written action plan
Credited if you join a monthly
package
STARTER
Foundations
Monthly clarity and a
consistent sounding board.
$795
per month + $500 onboarding
—————————————————————————
Monthly 90-min strategy session
Financial performance dashboard
Profit & cash flow review
1 priority focus area per quarter
Email support (48hr response)
MOST POPULAR
Growth Partner
Active guidance to scale
revenue and tighten margins.
$1,650
per month + $800 onboarding
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Bi-weekly strategy sessions
Full KPI scorecard & benchmarking
Pricing & margin optimisation
Rolling 90-day growth roadmap
Supplier & contract
negotiation support
Priority same-day email response
SCALE
Strategic CFO
Embedded advisory for
businesses making big moves.
$3,200
per month + $1,200 onboarding
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Weekly sessions + on-call access
Fractional CFO representation
M&A readiness & exit planning
Capital structure & funding strategy
Stakeholder & board-ready reporting
Annual strategy offsite (half-day)
- THE PROCESS
Simple to start.
- Powerful once we’re moving.
Discovery call
A free 20-minute call to understand your business goals, and whether we're a good fit for each other.
01.
Onboarding & Diagnosis
I get inside your numbers, your operations, and your market. We identify the highest-leverage opportunities before anything else.
02.
Strategy Sessions
Regular structured conversations built around your data, your decisions, and your priorities.
03.
Track. Adjust. Grow.
Dashboard and accountability rhythm that keeps momentum between sessions and surfaces issues early.
04.
- STANDALONE SERVICES
Need something specific.
These can be added to any retainer or commissioned as standalone engagements — useful if you're not ready for a monthly commitment but have a specific problem to solve.
Pricing Strategy Workshop
Half-day session to rebuild your pricing model and margin targets from the ground up. .
$950
Finance function setup
Systems, reporting cadence, and KPIs built from scratch so your numbers actually mean something.
$1,500
Bank & investor pack
Prepare your financials and narrative for funding conversations, bank lending, or investor due diligence.
$1,800
Quarterly board report
Professional board-ready reporting for businesses that want structure without a full retainer.
$450/quarter
- LET’S TALK
