Four pillars. One engagement.
Davis Strategic Services partners with founders, business owners, and operators across Australia. Our engagements draw from four pillars, based on what your business needs most.
Fractional CFO
We provide the numbers, insight, and reporting your business needs to operate. Decision-grade financials on cadence, with reporting that holds up to scrutiny from boards, banks, and investors. We work alongside leadership on the calls that financial visibility should inform: pricing, hiring, capital allocation, and timing. For when gut-feel decisions are becoming expensive, without the cost of a full-time hire.
- Budgeting & forecasting
- Cashflow strategy & modelling
- Monthly management reporting
- Process optimisation & internal controls
- Board reporting & governance
- Equity & cap table management
Outsourced Finance
We run the full back office end-to-end: bookkeeping through to month-end close, payroll through to BAS, automated wherever it should be. We are the finance team that scales with your business, without the cost or complexity of building one in-house. Suited to founders, business owners, and operators spending hours each week on work that isn't moving your business forward.
- Bookkeeping, coding & reconciliations
- Invoicing & supplier payments
- Banking platform management
- Payroll & superannuation
- Month-end close & reporting
- BAS, payroll tax & workers comp
Strategic Advisory
We work alongside founders and business owners on the decisions that shape their businesses, from fundraising and business planning to leadership development and major commercial decisions. We draw on a decade of advisory, investing, and military leadership experience, plus a network of advisers, operators, and investors across Australia. When the path forward isn't obvious, we help you weigh the options, challenge assumptions, and work out what to do next.
- Founder & executive coaching
- Fundraising preparation
- Business strategy & planning
- Investor reporting & communications
- Leadership & team development
- Pricing & capital allocation
AI Integration
We build AI-native finance operations for growing businesses. We bring together technology and financial expertise to automate repetitive work, eliminate unnecessary processes, and give business owners better information, faster. Every system is overseen by a Chartered Accountant, so professional judgement, compliance, and data integrity remain central to how your finance function operates.
- Cloud accounting setup & migration
- Custom finance stack integrations
- AI transaction coding & reconciliation
- Document & invoice processing
- Approval workflows & routing
- Anomaly detection across spend
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.