Finance ops as leverage, not overhead.
Finance, technology, and strategic advisory for emerging and growing businesses. Experienced financial leadership, sharper insights, and leaner operations, without the corporate overhead.
Three layers of finance with one partner.
Most firms specialise in one layer of business finance. Davis Strategic Services operates across all of them. We know the decisions at the top depend on accurate financial data: organised, automated, and verified from the bottom up.
Automate your
finance stack.
- AI-native finance operations
- Automated payments & receipts
- Banking platform management
- BAS & tax compliance
- Payroll & superannuation
Run on numbers
you can trust.
- Budgeting & forecasting
- Monthly management reporting
- KPI setting & tracking
- Cashflow strategy
- Process optimisation
Shape the future
of your business.
- Founder & executive coaching
- Business strategy & planning
- Leadership development
- Board reporting & governance
- Pricing, structuring & capital
Four pillars in one engagement.
Our engagements draw from four pillars, based on what your business needs most. We can start with one and then expand as trust and complexity grow.
Fractional CFO
The numbers, insight, and reporting a serious business needs to operate. Decision-grade financials on cadence, without the cost of a full-time hire. For businesses approaching the point where gut-feel decisions no longer cut it.
Outsourced Finance
The full back office, automated end-to-end. A finance team that scales with your business, without the cost or complexity of building one in-house. Bookkeeping through to month-end, payroll through to BAS.
Strategic Advisory
A strategic partner for the calls that shape a business. Founder mentoring, fundraising preparation, strategic planning, and leadership development, drawing on a decade of advisory, investing, and military leadership experience.
AI Integration
AI-native finance operations. Bespoke automation across the finance stack, drawn from a decade at the frontier of technology. Removing manual work that adds no value, accelerating the decisions that do.
Proven in good company.
Registrations & memberships
Ecosystem
“We were able to build trust quickly because Peter was responsive and delivered reliably.”
Sam PatersonCo-Founder, MP Space | Ex Tesla
“Exactly what we need more of in Australia. Informed, approachable, grounded, long term.”
Nick ArmstrongCo-founder, Chirp | Venture Partner
“He asked the right questions, offered great introductions and was quick in executing.”
Sachin ShahCo-founder, Kindling | Ex AirTree
How engagements work.
Davis Strategic Services partners with a small number of growth-stage businesses each year. Every engagement is scoped to deliver measurable commercial value.
Thirty minutes
A conversation to walk through your business and goals. No agenda, no obligation.
Australia-wide
We serve businesses throughout Australia and can visit in person when it helps.
Monthly retainer
Transparent and predictable monthly pricing, structured to deliver measurable value.
Tech-enabled
AI integration recommended actively. Existing tech honoured where it earns its place.