Who does what
One of our Australian CPA partners owns your relationship, leads board and investor conversations, and signs off the advice that matters.
Experienced CFOs and analysts with Big Four and Fortune 500 backgrounds build your forecasts, reporting and models, working to Australian business hours.
Connects to your accounting software and watches cash, margin, debtors and KPIs every day. It answers questions 24/7 and flags risks before month-end.
Where our team is
Our Australian CFO Partners, Mark O'Sullivan, CPA, and Peter Varga, CPA, work with clients in every Australian city and meet clients in person in Sydney and Melbourne by arrangement. We don't operate public offices in Australia. Clients in other cities work with us by video. Our senior CFO team also works from India, aligned to Australian business hours. That's how we keep senior capability affordable. CFOSurge is a trading name of Soatech Solution Private Limited.
The engagement rhythm
Daily
CFOAvatar monitors cash, debtors, margin and KPIs and raises alerts.
Weekly
13-week cash forecast refreshed, plus a debtor priority list.
Monthly
Book closure targeted by the 5th working day, then a CFO-reviewed management report and review call.
Quarterly
Forecast reset, scenarios, strategy session and a board or lender pack.
Professional standards
- Australian CPA partner oversight of material advice
- Tax advice and lodgements coordinated with your registered tax agent
- No financial product advice; we work with licensed advisers where needed
Frequently asked questions
Do you have an office in Australia?
No public office. Our CFO Partners are based in Sydney and Melbourne and meet clients by arrangement. Everything else runs online.
Who will actually do my work?
A named senior CFO from our team, overseen by your Australian CFO Partner, with CFOAvatar handling daily monitoring.
Will you work Australian hours?
Yes. Our team aligns to your time zone, including AWST and ACST.