Your CFO partner for all your business advisory services

Running a business means making important decisions every day. Our business advisory services can help cash flow, growth opportunities, funding, staffing and financial planning all compete for your attention.

At Lawson, we provide fractional CFO support that helps you understand your financial position, make informed decisions and plan confidently for the future. We combine senior financial expertise with practical, hands-on support tailored to your business.

We work with businesses across Australia, providing financial leadership without the cost of employing a full-time CFO. Whether you need ongoing support or help with a specific project, our focus is on helping you achieve stronger financial outcomes.

Your Advisory Areas

Our business advisory services support important decisions across financial planning, business growth, funding and operational performance. From financial modelling and capital raising to restructuring and strategic planning, we provide practical advice backed by financial analysis and commercial experience.

Good financial management is about more than understanding the numbers. It's about knowing where your business stands, recognising opportunities and making the right decisions at the right time.

At Lawson, we work alongside business owners and leadership teams to bring clarity to their financial position, strengthen business performance and support sustainable growth.

Core Services

Your Business DNA Report

The Business DNA Report is a one-off diagnostic that analyses your financial systems, reporting, cash flow, and decision-making processes. It identifies gaps and recommends practical next steps. The BDR ensures our advice and services are tailored to your business, protecting you from generic advice that misses the mark.

Cash flow management with our 13-week rolling cash flow forecast.

Cash flow forecasting is a critical part of financial modelling. It tracks when cash comes into your business and when it goes out. Plenty of profitable businesses fail because they run out of cash, and a detailed cash flow forecast helps you avoid that. It shows you where the pressure points will be before you reach them.

Our core tool is a 13-week rolling cash flow forecast. It maps your expected receipts and payments week by week over the next quarter. Each week we roll it forward with your actual results, so you always have a three-month view based on current numbers rather than a budget set months ago.

We model your receivables, payables and inventory cycles to show how working capital moves through your business. With that visibility, you can adjust payment terms, manage stock levels or negotiate better arrangements with suppliers. Our management accounting work gives the forecast an accurate data foundation and keeps it current as conditions change.

Monthly CFO reporting packages / support.

We have a broad range of CFO Packages, click on the  heading below for more information.

Lawson offers three CFO packages for management and board reporting, so you get the level of support that suits your business today. CFO Foundation gives you control of your numbers, with monthly financial reports, a KPI dashboard and plain-English CFO commentary. CFO Growth includes everything in CFO Foundation, plus monthly strategy meetings, scenario analysis, margin and pricing work, and a 13-week rolling cash flow forecast overseen weekly by your CFO, so you can make pricing, hiring and funding decisions with confidence. CFO Partner includes everything in CFO Growth, plus fortnightly meetings, advanced financial modelling, investor and lender support, and direct involvement from our Principal CFO.

At Lawson, we build financial models that senior management can use to make decisions. Our models aren’t static spreadsheets. They’re working tools that show you the financial impact of a decision before you make it. You can test a price change, a new hire, an acquisition or a capital raise, and see how each one flows through to your profit, cash and balance sheet. We combine technical rigour with commercial clarity, so your model is accurate and your team can use it with confidence. We deliver practical financial modelling for businesses Australia wide, supporting strategic planning, capital raising and operational performance.

At the end of the financial year, we prepare your financial data and accounts, with full work papers, ready to hand to your external tax accountant. Your accountant gets a clean, complete file, so they can finish your tax return quickly and professionally without a long list of follow-up questions. That means less back-and-forth for you, lower accounting fees and your tax obligations met on time, so you can stay focused on running your business.

CFO advice and financial reporting are only as good as the data behind them. That’s why we have a full-service bookkeeping team, led by a bookkeeping specialist with 40 years of experience. They keep your records accurate, complete and up to date, so your cash flow and profitability reports are clean, reliable and delivered on time. Good decisions start with good data.

Internal finance and admin teams often do their best work with guidance from an experienced finance leader. We give your team that senior leadership, either on an ongoing basis or as interim cover while you appoint a CFO or finance manager. We work alongside your team to set direction, build their capability and put the right structure in place, from finance systems and processes to monthly reporting routines and data quality. Your team gets clear leadership and support, and your business gets reliable, consistent financial reporting.

Specialised Services

Sourcing and applying for debt funding.

We know how to present your business to lenders and prepare a funding application that gives you the best possible chance of approval. We work with a broad network of lenders to secure the right funding for your needs, whether that’s working capital, asset finance or funding for an acquisition. We look after the process from start to finish, preparing the financials, forecasts and supporting information lenders expect, so you get the funding you need to grow your business and deliver your strategy. Our team has completed more than 1,000 finance deals, so you’re in experienced hands.

Supporting equity fund raising activities.

Raising equity takes careful preparation, and our fractional CFOs guide you through every stage. We prepare the information investors expect, including information memorandums, financial models and investor-ready data rooms, and we support you through the due diligence process. Whether you’re bringing in a strategic investor or running a crowdfunding campaign, we make sure your business is presented clearly and accurately so you can secure the capital you need to grow.

Merger and acquisitions and due diligence support.

Whether you’re buying, selling or merging, Lawson’s fractional CFOs support you through every stage of the deal. For sellers, we prepare the financial information pack and data room and normalise your earnings, which protects your business’s value under buyer scrutiny. For buyers, we review the target’s financials, test the price and model the deal’s impact on your profit, cash flow and funding. We can also arrange acquisition finance and support you through to settlement and integration.

Identifying and claiming the R&D Tax Incentive.

Many businesses are doing eligible R&D without realising it, and missing out on one of Australia’s most valuable cash flow incentives. Lawson helps you identify eligible activities, capture all the relevant costs and document your R&D properly, so your claim is complete and well supported. We work with our registered tax agent partners to support your claim, giving you confidence that you’re claiming the entitlement you’re eligible for.

Implementing information systems that strengthen financial visibility.

The right systems give you faster, clearer financial information and less manual work. Lawson reviews your finance systems and processes, identifies the gaps and helps you implement better ones, from choosing the right accounting or ERP platform to redesigning your processes. We also assess where AI can automate tasks, speed up reporting and save time, and where it isn’t the right fit, then help you put it to work. The result is an efficient finance function and clear visibility for better decisions.

Business improvement / turnaround situations.

When a business is underperforming or under financial pressure, fast, clear action makes the difference. Lawson brings more than 30 years of experience in business improvement and turnaround. We get to the real cause of the problem quickly, take control of cash flow and work with you on a practical plan to restore profitability. That can mean improving margins, cutting costs, restructuring debt or reshaping how the business operates. We stay involved through implementation, so the plan becomes results and your business comes out stronger.

Business Growth Strategy and Capital Raising

A clear business growth strategy requires financial discipline and market insight. We help businesses across Brisbane, the Gold Coast, the Sunshine Coast, Byron Bay and Australia wide develop growth plans that are grounded in financial reality. Our approach includes scenario modelling, margin analysis and resource planning.

Your business growth strategy should align with your financial capacity and market opportunity. We work with you to test assumptions, model outcomes and plan for resource needs. This ensures your growth plans are achievable and sustainable over time.

Capital raising is a critical part of growth. Our team assists with debt funding, equity funding, refinancing and capital structure decisions. We prepare financial models, investor materials and due diligence documentation. Our capital raising support helps you present your business case clearly and navigate the funding process from start to finish.

R&D Tax Incentive Australia Support

The r&d tax incentive Australia program delivers significant cash flow benefits to eligible companies. We help businesses identify eligible activities, document claims and maximise their entitlement. Our team understands the compliance requirements and works with your technical staff to prepare robust claims.

This support is part of our broader offering. We look for opportunities to improve cash flow and reduce tax exposure. The r&d tax incentive Australia program is one of the most valuable but underutilised incentives available to Australian businesses.

Our r&d tax incentive Australia guidance includes eligibility assessment, documentation support and claim preparation. We work with your team to ensure claims are compliant and maximised. This can deliver material cash flow benefits that support your growth plans.

Why Choose Lawson for Business Advisory

Lawson is a Brisbane-based fractional CFO and business advisory firm supporting businesses Australia-wide. Our point of difference is that we cover the full picture, from accurate bookkeeping and monthly reporting through to strategic CFO advice, funding and board-level support. Your numbers, your strategy and your decisions are all connected, with one team accountable for the result.

We provide hands-on support across cash flow, financial modelling, debt and equity funding, R&D claims, mergers and acquisitions, and business turnaround. Our team brings more than 30 years of experience in business improvement and has completed more than 1,000 finance deals. We focus on practical outcomes, not just reports, giving you clarity, control and confidence in your financial position.

Whether you’re growing, managing cash flow pressure or preparing for a sale, acquisition or capital raise, we provide the financial leadership your business needs. We’re based in Brisbane and work with clients across Australia. Book a conversation with our team to find out how we can help. Let’s talk.

A fractional CFO is an experienced Chief Financial Officer who works with your business part time, giving you senior financial leadership without the cost of a full-time executive. At Lawson, our fractional CFOs oversee your financial reporting, cash flow and forecasting, and support you with pricing, funding and growth decisions. We work alongside you and your team to give you a clear view of your financial position and the confidence to make better decisions. We are you personal business advisory team.

A business should consider a fractional CFO when it needs senior financial leadership but doesn’t have the budget or workload for a full-time executive. This is common for businesses that are growing quickly, raising funding, under cash flow pressure, or preparing for a sale, acquisition or restructure. A fractional CFO, sometimes called a virtual CFO, gives you strategic insight and hands-on support on a flexible basis. Our business advisory services offers Lawson’s CFO packages let you choose the level of support that suits your business, and change it as you grow.

Cash flow is the lifeblood of every business, and many profitable businesses fail because they run out of cash. Our business advisory services  gives you clear visibility with an automated 13-week rolling cash flow forecast, connected to your financial data and updated with your actual results. You’ll see where your cash is going and spot pressure points before you reach them. Our CFOs then help you act early, by improving payment terms, managing stock, timing major spending or arranging funding before you need it.

Yes. Lawson supports businesses raising both debt and equity. For debt funding, we work with a broad network of lenders to secure working capital, asset finance or acquisition funding, and our team has completed more than 1,000 finance deals. For equity raising, we prepare the information investors expect, including information memorandums, financial models and data rooms, and support you through due diligence, whether you’re bringing in a strategic investor or running a crowdfunding campaign. Our business advisory services and goal is to present your business clearly and give you the best possible chance of securing the capital you need to grow.

The R&D Tax Incentive is a government program that gives eligible Australian companies a tax offset for research and development activities. It’s jointly administered by AusIndustry and the ATO, and for smaller companies, the offset can be refundable, delivering a significant cash flow benefit. Many businesses are doing eligible R&D without realising it. Lawson helps you identify eligible activities, capture all the relevant costs and document your claim properly, and we work with our registered tax agent partners to lodge a well-supported claim for the entitlement you’re eligible for. Just another part of our business advisory services.