CFO Advisory

Our financial advisory services are tailored to our clients’ needs. We provide robust and reliable advice and solutions to help our clients understand key business drivers and establish effective financial and performance management frameworks to make sound, informed and evidence-based decisions.

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Our Services

CFO Advisory

Chief Financial Officers play a central role in supporting and executing organisational strategy, collaborating with leaders to align goals and strategy to meet future objectives and challenges. At Chartertech, we partner with CFOs and finance teams to navigate complex challenges by providing practical advice and solutions. Our CFO Advisory services include:

Commonwealth performance framework

At Chartertech, we understand the links between planning and performance and the importance of meaningful management reporting to manage risk and promote accountability. Our experienced team can assist you in the development and preparation of:

  • Annual performance statements
  • Annual reports
  • Business planning
  • Corporate plans
  • Performance reporting
  • Portfolio budget statements


We are intimately familiar with Australian Government Charging Framework and the Cost Recovery Guidelines, gained through undertaking reviews of charging arrangements and associated costing models. We can assist you with:

  • Business case development, costing and evaluation
  • Cost benefit analysis
  • Cost model development and reviews
  • Cost recovery implementation statements
  • Portfolio charging reviews

Financial Accounting

Our team has multidisciplinary expertise in financial accounting and operations. With a deep understanding of finance operations and statutory reporting requirements, our finance professionals have ability to interpret and apply these requirements at a practical level. We bring diverse experience with significant financial accounting expertise. Our services include:

  • Financial statement preparation and audit support
  • Machinery of government changes due diligence
  • Quality assurance reviews
  • Technical accounting advice

Management Accounting

Our management accounting professionals collaborate with Finance executives and their teams to help them make informed evidence based decisions and optimise performance. Our services include:

  • Capital and investment planning
  • Decision support systems (including predictive analytics and AI)
  • External budget costings and submissions
  • Internal budget and forecast preparation
  • Finance business partner support

Finance Strategy

We work with our clients to provide a forward looking assessment of their ability to meet future objectives and challenges, focussing on finance leadership, strategy and delivery capability. We can provide strategies and practical advice to lift capability and position Finance teams for ongoing success. Our services include:

  • Business process reviews
  • Capability reviews
  • Holistic finance strategies

Governance Compliance and Risk

We assist our clients to establish appropriate financial governance, risk and compliance and frameworks and strategies to enhance process efficiency and improve risk management and controls. Our GRC services include:

  • Finance law compliance reviews and policy development (AAIs and supporting policies)
  • Internal control system development and reviews
  • Risk management framework

Our Work

How we’ve helped our clients

Case Study


A Chartertech team conducted a review of AUSTRAC’s finance function (including internal budget) and framework to provide assurance that its activities, processes and outcomes meet contemporary public service standards and are delivered efficiently and effectively.

Case Study

Department of Agriculture, Water and the Environment

Chartertech was engaged by the Department of Agriculture, Water and the Environment to provide consultancy services and expert advice for the development of a benefits realisation model.

Case Study

Clean Energy Regulator

Chartertech provided independent and professional advice in relation to internal accounting policies and associated procedures to ensure currency and alignment with the PGPA Act.

Case Study

Environmental, Planning and Sustainable Development Directorate

Chartertech was engaged by the Environmental, Planning and Sustainable Development Directorate to provide consulting and accounting advisory services.

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Building better finance capability