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Strategic
Financial Roadmap
Financial clarity is the new unfair advantage. Let's get your business sorted.
The problem isn't your effort. It's the information.
Somewhere along the way, you stopped just running a business and started carrying one.
The decisions got bigger. The stakes got higher. The questions got harder to answer. And the advice you're getting hasn't kept pace.
Your accountant talks tax. Your bookkeeper reconciles what's already happened. Your friends say "just raise your prices." The internet screams "outsource more" or "hustle harder."
No one is giving you a clear, grounded, numbers-backed understanding of what's actually happening — or what will genuinely move the needle.
You're making CEO-level decisions without CEO-level data or visibility. That's not a character flaw — it's a structural gap.
You're expected to call the shots on pricing, hiring, investments and big strategic moves — while fielding Slack pings, managing your team, and running a brain that never fully switches off. It's no wonder everything feels heavier than it should.
You're not lost. You're not behind. You're not doing it wrong.
You just haven't been given the information you need to lead your business with confidence.
You don't need another year of pushing harder and hoping it clicks. Hope is not a CFO.
You need a different way of seeing your business.
The numbers back it up.
The impact of poor financial management shows up quietly at first, then all at once. A late payment here, a budget overage there — nothing catastrophic, until leaders lose line of sight and can't explain where the last six months of spend actually went.
82% of businesses that fail cite poor financial management and cash flow visibility as a primary cause — not lack of effort, not lack of opportunity. Lack of information.
What it looks like when a CFO looks at your business.
There is a way to run your business that doesn't rely on guessing, overworking, or hoping your instincts are right.
It starts with seeing your business the way a CFO sees it — clearly, calmly, and without the noise.
A CFO doesn't guess. A CFO doesn't deal in vibes or gut-feelings. A CFO sees the structure beneath the surface — the patterns, the risks, the leverage points — and translates them into decisions that actually work.
"A CFO sees the structure beneath the surface — the patterns, the risks, the leverage points — and translates them into decisions that actually work."
Imagine opening your numbers and actually understanding them — where the money is going, which parts of the business are truly profitable, and what's quietly draining cash and energy.
Imagine having a short, sharp list of what to do next, in order — instead of 47 competing priorities and no clear starting point.
Imagine heading into BAS, holidays and big bills knowing you have the cash, the plan and the buffer — not crossing your fingers and refreshing your bank account.
Imagine looking at your pricing and offers and thinking, yes, this finally makes sense for my time, my energy and the level I'm playing at.
Once you can see the full picture, everything gets easier. Decisions feel cleaner. Next steps become obvious. Your business starts working for you, not the other way around.
That's what the Strategic Financial Roadmap is designed to give you.
This is for founders who've outgrown guessing.
You've built something real.
It's time your financial strategy caught up.
You've grown beyond start-up. You're bringing in real revenue. From the outside, it looks like you've made it.
Inside, it feels different.
You're juggling clients, team, operations, family and a to-do list that never ends. You're carrying the financial responsibility, but you don't feel like you have the full picture. You're smart, capable and experienced — but your numbers still feel like a puzzle you haven't had time (or help) to solve.
You might recognise yourself here:
You've grown beyond start-up, but your financial strategy hasn't caught up.
You're working hard, but your take-home pay doesn't reflect your effort or expertise.
Cash flow feels lumpy and stressful, especially around BAS, holidays and big bills.
You know there are leaks in your model or margins, but you can't quite see where — or what to fix first.
You don't want another course, another generic health check, or another adviser who talks at you in jargon.
You want someone who can see what others can't. Someone who knows how to read the real story inside your numbers — the patterns, the pressure points, the hidden opportunities — and translate them into decisions that actually work.
That's what a CFO does. And that's what I bring to your business.
"From the outside, it looks like you've made it.
Inside, it feels different."
You want someone to sit beside you, look at the real numbers, and say: Here's what's really going on. Here's what's working, what's not, and what matters most right now. Here's the order to tackle it in — so you get the biggest shift with the least wasted effort.
If you're ready to lead your business with that level of clarity — and you're willing to look at the truth so you can change it — you're exactly who this Roadmap was built for.
"This is the first time I've felt like I'm actually leading my business — not just surviving it"
Karen Moloney, Blue Bean Media
Who's doing the diagnosing.
Fellow Chartered Accountant. Consulting CFO. Financial feminist. Not your average numbers person.
I know what it feels like to carry the load — the decisions, the responsibility, the financial pressure — without the clarity you need to feel in control.
I'm a Consulting CFO, a Fellow Chartered Accountant, a financial feminist and a woman who has rebuilt her life (twice) using financial clarity as her anchor. I've helped hundreds of business owners strip away the noise, look their numbers in the eye, and build businesses that work — financially, operationally and emotionally.
"The financial industry has gatekept clarity for long enough. My work is the opposite of that."
I do this work because I believe something very deeply: financial independence is safety. And clarity is the first step toward it.
The finance industry has deliberately kept women in business in the dark. And the data confirms it:
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Financial stress is the number one barrier to growth reported by female entrepreneurs under $1M turnover. (Women's Small Business Initiative, AU, 2022)
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The biggest cause of burnout among women business owners is constant decision-making under uncertainty. (Deloitte Women @ Work Global Survey, 2022)
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Only 24% of women feel confident making long-term financial decisions for their business. (Commonwealth Bank Women in Business Insights Report, 2023)
This isn't a confidence problem. It's not a capability problem. It's what happens when an entire industry decides certain people don't need a seat at the table.
Too many business owners have been dismissed, condescended to, or outright ignored by accountants and advisers who were supposed to help them. Too many have been made to feel embarrassed for not knowing things they were never taught. Too many have been forced to piece together advice from Google and hope it works.
I don't deal in jargon. I don't shame people for asking questions. I don't tell you to work harder or "just raise your prices."
I tell you the truth — kindly, clearly, and in a way that empowers you to lead your business with confidence.
Your business deserves a clear, strategic plan. You deserve to feel in control of your financial future. And clarity should never be a luxury reserved for big business.
This is the heart of my work. This is why the Strategic Financial Roadmap exists. This is why I'd love to support you.
Only 1 in 4 women-led businesses pay themselves a regular wage.
(COSBOA & Xero)
Women retire with 21–40% less super than men — often directly linked to lower engagement with business finances and fewer opportunities to build long-term wealth.
Women hold just 32 cents of net wealth for every $1 held by men.
(AHRC, 2022)
Introducing the Strategic Financial Roadmap
A prioritised, CFO-level diagnostic for established business owners who want clarity, confidence, and a focused action plan that actually moves the needle.
It's designed for founders who are:
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overwhelmed by competing priorities
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unsure where their money is going
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constantly firefighting cash flow
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tired of making big decisions with partial information
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sensing something's not quite right, but can't see what
If you want a clear plan, a sharper strategy, and the confidence to make financially sound decisions — this is where you begin.
After the Roadmap, you will know:
See your business through the eyes of a CFO so that you can make big, bold decisions with confidence — not "I hope this works.
See where your profit is leaking so that you can plug the gaps quickly and increase take-home pay without working more hours.
Identify the real causes of your cash flow stress so that you can break the cycle of panic, payment plans and surprise shortfalls.
Get clarity on your pricing strategy so that you can confidently raise your rates or restructure offers with data to back the decision.
Know your top priorities for the next 90 days and beyond so that you're no longer overwhelmed — you know exactly what to action first.
Spot opportunities for systems, automation and AI so that you reclaim hours each week and reduce your mental load immediately.
This is the kind of clarity business owners rarely get — unless a CFO sits beside them and translates their business into a plan they can actually run with.
"I've never had anyone explain this to me before. Not my accountant. Not my bookkeeper. Not even in my business course."
Anonymous, Worthy Collective CFO Hotline
What you actually get inside the Strategic Financial Roadmap.
Your opportunity to define your north star, goals and constraints — so every recommendation is anchored in the life and business you actually want, not someone else's version of success.
Deep analysis of your financials, business model, pricing, margins, capacity, systems, tech and risk — so you get an objective senior view you'll never get from "tax-time only" support.
Describe a feature you’d like to share about this company or highlight a particular service it offers.
Identification of the profit, efficiency and growth upside hiding in your pricing, offers, delegation, systems, automation and AI — so you know exactly where to focus for the biggest shift with the least effort.
A plain-English document that brings together diagnosis, financial strategy and a prioritised action plan — so you have a decision compass you can come back to again and again.
A 60-minute walkthrough where I translate the numbers, answer questions and pressure-test ideas with you — so you walk away feeling confident, informed and ready to act.
Your Roadmap is treated as a priority engagement from day one. Subject to timely access to your numbers, I move fast — because you shouldn't be waiting months to make mission-critical decisions.
If you decide you'd like help implementing the Roadmap, 30% of your SFR investment is credited toward your Consulting CFO partnership (minimum 6-month engagement) — which means your diagnostic work directly reduces the cost of ongoing support.
Six step Total clarity.
Here's exactly what happens from Fit Check to Roadmap delivery.
Step 1: Fit Check Call
Your opportunity to define your north star, goals and constraints — so every recommendation is anchored in the life and business you actually want, not someone else's version of success.
Step 3: The Deep Dive
Describe a feature you’d like to share about this company or highlight a particular service it offers.
Step 4: Follow the evidence
Identification of the profit, efficiency and growth upside hiding in your pricing, offers, delegation, systems, automation and AI — so you know exactly where to focus for the biggest shift with the least effort.
Step 5: Your Strategic Financial Roadmap
A plain-English document that brings together diagnosis, financial strategy and a prioritised action plan — so you have a decision compass you can come back to again and again.
Step 6: Clarity → Action
A 60-minute walkthrough where I translate the numbers, answer questions and pressure-test ideas with you — so you walk away feeling confident, informed and ready to act.
Step 2: Founder Diagnostic Interview
Deep analysis of your financials, business model, pricing, margins, capacity, systems, tech and risk — so you get an objective senior view you'll never get from "tax-time only" support.
What the Roadmap can unlock for you.
Most people don't realise how much opportunity is locked inside their business until someone shows them exactly where to look.
Unlocking higher profit from the same workload If you're generating good revenue but not taking home enough, I pinpoint the exact leaks — and show you how to turn the same effort into significantly more profit.
unlocking stability and breathing room Your cash flow isn't random. Once we find the structural issues — timing, margins, pricing, delivery, capacity — you unlock predictability, safety and the ability to plan ahead confidently.
unlocking a cash buffer and control If you're always shocked at BAS time, we fix the underlying patterns and establish a stable financial rhythm — so you stop negotiating payment plans and start building reserves.
unlocking higher income without adding hours Pricing is one of the fastest levers for changing your financial reality. We identify where you're undercharging, realign pricing to value and capacity — and unlock immediate revenue uplift.
unlocking time, ease and real scalability If you're maxed out, overwhelmed or constantly behind, I show you exactly what's causing the bottleneck — and how to create space without sacrificing revenue.
unlocking growth without financial risk If you're drowning but scared to add payroll, we analyse scenarios so you know who to hire, when, at what level, and how they'll increase profit — not drain it.
unlocking hours of saved time Every business has hidden inefficiencies. I show you where automation and AI can replace manual work — instantly freeing capacity and reducing the mental load.
unlocking predictable cash flow through the quiet months When we forecast correctly, you avoid the slow-season panic and roll into each period with confidence — and cash.
"Spending that time with you unpacking my numbers, pricing, and value stack was a complete game-changer. I've already implemented some of the shifts we discussed, and I feel so much more in control of my financials — like I actually know what my numbers are telling me (finally!).
You made what can feel intimidating feel clear and doable, and I walked away knowing exactly where my time and energy need to go. It's already having an impact.
Thank you for bringing your magic, your mind, and your generosity. So grateful."
Mel Stibbs, ADHD Village
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"Clarity isn't a bonus. It's the deliverable.""
When you invest in the Strategic Financial Roadmap, you're not buying a document to file away. You're getting my CFO brain on your business — and a plan you can actually use.
There are no refunds. Not because I don't back the value, but because this is highly personalised, time-intensive work crafted specifically for your business. Once I've done the deep dive, that time and thinking can't be undone.
Here's what I do guarantee:
You'll be met with honesty, not jargon. I tell you the truth about your business — kindly, clearly and without condescension.
You'll get clarity you haven't had before. Not vague advice. Not recycled templates. Specific insight into what's working, what's not, and what will make the biggest difference now.
You'll leave with a focused, doable plan. No 27-step framework. Just a practical, ordered roadmap you can start implementing straight away.
You won't be shamed, rushed or made to feel stupid. The financial industry has gaslit business owners for long enough. This is a shame-free space.
And if you don't feel clear by the end of our work together? I'll stay with you until you do — answering questions, revisiting recommendations and making sure you understand your Roadmap. Clarity isn't a bonus; it's the deliverable.
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Capacity is limited — here's where things stand.
I work with a small number of businesses at a time. This month is fully booked.
Next month has limited spots remaining — and they're going to people already in conversation with me.
If we're a fit, work begins fast. No waiting, no back-and-forth.
If you've been sitting on this, now is the time to move.
This is how to unlock clarity and stop guessing.
YOUR STRATEGIC FINANCIAL ROADMAP
A prioritised, CFO-level diagnostic that tells you exactly what's going on, what's in the way, and what to do next — in that order.
You'll receive:
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Founder Diagnostic Interview
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Full financial and operational deep dive
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Your written Strategic Financial Roadmap (analysis, diagnosis, strategy, prioritised action plan)
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Live Roadmap presentation
Investment: $6,547 AUD (incl. GST) 50% on booking.
50% before Roadmap delivery. 30% credit toward any Consulting CFO partnership (minimum 6-month engagement, applied within 3 months of completion).
Questions I get asked.
Choose your path
Hiring me as your Consulting CFO normally starts at $5,000 per month.
Core
$1,247/mth x 12
Set (and re-set) your business roadmap at Strategic Financial Planning Days x 2 (IRL & Online available)
Key decision support with Shaye every month in Live Group Coaching Calls x 12
Your questions answered by Shaye every fortnight during Office Hours x 25
Level up your business wisdom and decision making confidence with Shaye in Live Learning Modules x 10 including Workflow WingWoman™, Value Pricing Accelerator™, and Insight to Action™ frameworks
Fast-start, plug-and-play, ever growing library of Tools & Templates
Holistic support for your business with Shaye's Little Black Book
Cringe-free, private curated community of peers
Mastery
$1,774/mth x 12
Everything in CORE, plus:
Your financial position, gaps, opportunities, and tailored action plan — delivered by Shaye in your personalised Strategic Financial Roadmap
Stay on track and ahead of the curve with Quarterly Strategic Reviews x 4 with Shaye
Expert CFO eyes on your pricing, capacity, delivery model, and key decisions in Private 1:1 Coaching Sessions with Shaye x 6
Ready to get clear?
You've built something real. You've worked hard. You've held every moving part of this business together — even when it felt overwhelming, or like you were guessing more than you were leading.
But you don't have to keep running on instinct and hope.
With a Strategic Financial Roadmap, you'll finally know: what's actually happening in your business, where the money is going, what's holding you back, what will create the biggest shift, and exactly what to do next.
"You don't need another year of pushing harder and hoping it clicks. Hope is not a CFO."
No more second-guessing. No more "I'll figure it out later." No more sprinting into a new season already behind.
Capacity is limited. If you want the kind of clarity that only comes from a CFO-level diagnosis — not a generic health check or well-meaning opinion — this is your next step.
If your brain is saying "I know I need this, but…" — that's exactly who this was built for.