I am an Australian Chartered Accountant with a B.Comm. and over 30 years accounting. I am a retired tax agent but still very up to date on company tax law. I am a Xero Level 3 Certified Specialist Advisor, Xero Gold Partner, registered BAS and ASIC agent. I offer a virtual Chief Financial Officer service and provide a complete bookkeeping service, accounting, monthly reporting , BAS and taxation advice. I can streamline and dramatically speed up coding bank transactions using Xero tools to make this a very quick job daily or weekly. I can write customised reports to highlight different aspects of your results.
I am a virtual CFO for a number of clients who have access to my qualifications, expertise and experience on as "as needed" basis so a far more economical way using an experienced CFO who are normally employed on a full time basis. In most cases it is less than 1 - 3 hours per week.
I have done a number of due diligence jobs for clients buying a business and often have to do a level of forensic accounting to fully understand the business and ensure the figures being presented are accurate. In every case I have I have found significant issues that enabled the buyer to secure a large discount on the original sale price.
My skills and expertise includes:
• Balance sheet reconciliations and sorting out accounts for clients prior to completing and filing their quarterly BAS statements, prepare accounts ready for the tax agent and frequently negotiate repayment arrangements with the Tax Office for tax debts, regularly achieving major reductions from previous repayment arrangements.
• Converting manual records to Xero and doing Xero set up work. I aim to have my clients obtain a clear picture of how their business is travelling at any stage in the accounting year and to have a better understanding of their financial position.
• Organising new company and Trust registrations and advising on the setting up of any businesses in Australia. I know how to navigate the maze of statutory, taxation, transfer pricing, intercompany charges and regulatory requirements to become operational.
• I have done forensic accounting and written reports to be submitted in Court evidence as an accountant expert for clients involved in Court action against their business partners.
I have many excellent references, recent examples:
Dec 1, 2025 - Feb 19, 2026
Rating is 5.0 out of 5.
"Peter was prompt and did a good job of the data room docs I sent him"
Nov 20, 2025 - Nov 30, 2025
Rating is 5.0 out of 5.
"Peter was able to immediately understand a complex situation and work through Xero and other information provided to succinctly succinctly summarise the issue and also provide detailed insight into the scenario. He has been flexible and enthusiastic and brings a wealth of knowledge and experience."
Dec 31, 2024 - Mar 17, 2025
"Peter is absolutely amazing. He is a please to work with, knows Xero in and out, knowledgeable with all things accounting and one of the most efficient accountants I have worked with. He is kind, proactive and fast. Highly recommend, and will be working with Peter in the future."
Sep 30, 2024 - Sep 30, 2024
"The CPA You’d Trust Anywhere! If Elon Musk needed a CPA on Mars, Peter would be his top pick. Peter’s expertise, attention to detail, and problem-solving skills make him the the ideal financial strategist. Whether managing complex Earth-based accounts or preparing for Martian ventures, Peter delivers excellence with ease. Reliable, forward-thinking, and always calm under pressure—he’s the CPA you want by your side for any mission!
Sep 28, 2024 - Sep 30, 2024
Outstanding Expertise with Unmatched Value
Working with Peter has been an absolute game-changer for our business. His deep-rooted knowledge of accounting and business, combined with an old-school work ethic, sets him far apart from others in the field. His insights and advice have consistently surpassed that of consultants who charge 10x his fees. Peter doesn’t just deliver results—he provides a comprehensive understanding of the broader business landscape, integrating financial strategies with real-world business acumen.
It's rare to find someone who can blend decades of experience with the modern complexities of today’s business environment. Peter’s ability to break down intricate financial details, while offering strategic guidance, is invaluable. If you’re looking for someone who goes beyond numbers and delivers solutions that drive results, I thoroughly recommend Peter without hesitation." less
Jul 6, 2021 - Aug 30, 2023
"Working with Peter has been an outstanding experience. His in-depth knowledge combined with professionalism and promptness surpassed all my expectations. I felt confident in every decision made and was consistently impressed with the insights provided. If you're looking for top-tier expertise, I wholeheartedly recommend Peter."
Forecasting
Microsoft Excel
Balance Sheet
Intuit QuickBooks
Cash Flow Analysis
Bank Reconciliation
Xero
Cash Flow Statement
Due Diligence
Forensic Accounting
Tax Law
Ivana A.
Altona Meadows, Australia
$20/hr
4.4
93 jobs
I am a highly responsible, dynamic, detail-oriented, and reliable finance professional with strong English communication skills. I hold a Bachelor’s degree in Accounting and Audit and a Master’s degree in Business Informatics, combining financial expertise with advanced business technology knowledge.
With over 9 years of experience in accounting, auditing, and financial management, I have worked and supported businesses across diverse industries. My hands-on experience covers financial reporting, bookkeeping, budgeting, audit assistance, compliance, and system implementation.
I am proficient in a wide range of accounting and ERP software, including QuickBooks, Wave, Xero, Odoo, and NetSuite, as well as SAP, Oracle NetSuite, Microsoft Dynamics 365, Zoho Books, and FreshBooks. This diverse technical background allows me to streamline financial processes, enhance accuracy, and deliver actionable financial insights.
As a Financial Profesional I strive to provide clients and employers with the best possible outcomes, ensuring precision, efficiency, and strategic value in every task I undertake. My goal is always to combine financial expertise with digital tools to optimize performance and drive growth.
Account Reconciliation
Financial Accounting
Financial Reporting
Bank Reconciliation
Intuit QuickBooks
Accounts Receivable Management
Bookkeeping
Wave Accounting
Microsoft Power BI
ERP Software
Xero
Rengga A.
Melbourne, Australia
$10/hr
4.0
1 jobs
Corporate banking credit analyst with 16+ years experience in Indonesia, focused on energy, mining and sustainable finance.
Expert in financial statement analysis, cash flow modelling and credit risk assessment for corporate and project finance deals.
Strong track record structuring bankable facilities (working capital, term loans, project loans) with clear covenants and risk mitigants.
Experienced in treasury-related facilities (hedging, FX and other treasury products) that support clients’ day‑to‑day operations.
Master of Banking and Finance (Monash University) and Bachelor in Finance (Universitas Brawijaya).
Data Analysis
Analytical Presentation
Data Mining
Mining
Lahiru H.
Fortitude Valley, Australia
$55/hr
4.4
109 jobs
I help businesses make better financial decisions by combining financial modelling, data analytics, and business intelligence. Whether you need a dynamic financial model, budgeting and forecasting solution, investor-ready reporting, or executive dashboards, I build solutions that turn complex financial data into clear, actionable insights.
With a background in corporate finance, financial modelling, and business analytics, I bridge the gap between finance and technology helping businesses automate reporting, improve forecasting accuracy, and gain real-time visibility into performance.
Here's a quick snapshot of my experience:
• 10+ years of experience across Big 4, Moody's, Fitch Ratings, Corporate Banking, Corporate Finance, and M&A Advisory
• Built financial models for startups, SMEs, and corporate clients across multiple industries
• Extensive experience in FP&A, budgeting, forecasting, business valuation, and financial reporting
• Developed Power BI dashboards, KPI reporting systems, and executive management reports
• Automated financial reporting using Python, Power Query, SQL, and API integrations
• Helped 90+ businesses improve decision-making through financial analytics and data-driven insights
My core services include:
Financial Modelling
Three-Statement Financial Models
Budgeting & Forecasting
Cash Flow Forecasting
Business Valuation (DCF, Comparable Companies & Transactions)
Scenario & Sensitivity Analysis
Startup Financial Models
Investor & Board Reporting
FP&A Support
Data Analytics & Business Intelligence
Power BI Dashboard Development
Executive KPI Dashboards
Financial & Operational Analytics
SQL & Database Reporting
ETL & Data Transformation
Python Automation
API Integrations (Xero, QuickBooks, CRM, ERP & Custom Systems)
AI-Powered Financial Reporting
My process
Step 1: Discovery Call & Business Understanding
Step 2: Define Scope, Deliverables & Timeline
Step 3: Build the Financial Model, Dashboard or Analytics Solution
Step 4: Review, Testing & Refinements
Step 5: Final Delivery with Documentation & Ongoing Support
We will be a great fit if you're thinking:
✔️ "I need a robust financial model for investors, lenders, or internal planning."
✔️ "I need budgeting and forecasting that I can actually rely on."
✔️ "I want executive dashboards that track the KPIs that matter."
✔️ "Our reporting process is manual and takes too much time."
✔️ "I need help analysing business performance and making better financial decisions."
✔️ "I want to automate financial reporting and connect data from multiple systems."
✔️ "I need someone who understands both finance and technology."
I don't just build spreadsheets or dashboards. I build decision-support tools that help business owners, finance teams, and executives plan with confidence.
If you're looking for someone who combines strong financial expertise with modern analytics and automation, I'd be happy to discuss your project.
Warm regards,
Lahiru H.
P.S. Whether you need a financial model, Power BI dashboard, budgeting solution, business valuation, or automated reporting system, feel free to save my profile for future projects.
Financial Analysis
Financial Modeling
Python
Microsoft Power BI
Microsoft Power BI Data Visualization
Data Analytics
Business Intelligence
Data Visualization
ETL
API Integration
PostgreSQL
Xero
Financial Analysis & Valuation
Data Extraction
Automation
OpenAI API
Corporate Finance
Nita L.
Gordon, Australia
$65/hr
5.0
33 jobs
Australian CPA. BAS Agent. Lots of experience in different industries - hospitality, IT training and education, childcare services, bookkeeping, accounting firm, individual tax return. Have also great knowledge and experience on Rental and Trust Management Accounting and multiple intercompany entities . Proficient in setting up and managing small business' financial records in Xero, MYOB, Quickbooks and Wave Accounting, from data entry to full financial reports.
I am very passionate in sharing my expertise to employers by giving them more time to concentrate on their business operation instead of worrying about bookkeeping and the required paperwork and obligations in running a business.
I have great experience in Bank and General Ledger Reconciliations, Bank Feeds and aba Payments, EFTPOS reconciliations to third party software, Intercompanies Reconciliations, Accounts Receivables and Payables, Payroll including super, BAS/IAS, PAYG, Payroll Tax, Budgeting, Cashflow Forecasting, Financial Analysis etc. I enjoyed bookkeeping and reconciling accounts, I have reviewed and reconciled up to 3 years' financial records in the past and have uncovered discrepancies and have helped companies saved money.
As part of my personal development, I have kept myself updated with Australian Taxation and GST requirements and Taxation rules in other countries. Being a dedicated self-motivated individual with great attention to detail, I can provide the best quality of work and reports needed by business owners. I am also a quick learner and always keen to learn new tasks to enhance my efficiency at work.
Account Reconciliation
General Ledger
Microsoft Excel
Payroll Accounting
Bank Reconciliation
Intuit QuickBooks
Bookkeeping
Accounts Payable Management
Accounts Receivable Management
MYOB Administration
Xero
Australian Taxation
Wave Accounting
Invoicing
Cihan A.
Sydney, Australia
$75/hr
5.0
38 jobs
With over 5 years of experience in capital markets, I help investors deploy capital with confidence and founders raise it effectively. As an independent financial advisor, I have contributed to 100+ investment due diligence projects for my Private Equity and Hedge Fund clients and supported companies in raising over $10 million. I hold an MSc in Finance, a BSc in Economics, and have passed CFA Level I.
I can contribute my expertise in:
✅ Investment Due Diligence: Extensive experience in investment due diligence, having conducted in-depth investment research and authored comprehensive due diligence reports. I currently support Private Equity Funds, Hedge Funds, and Family Offices.
✅ Financial Modeling: Proficient in building three-statement models, SaaS & subscription business models, acquistion models, project finance models, financial forecasting models, scenario tools, and cap tables.
✅ Business Valuation: Valuing public and private companies using Discounted Cash Flow (DCF), Comparable Company Analysis (CCA), and transaction-based approaches, to support investment, acquisition, and strategic decisions.
✅ Startup Valuation: Valuing early-stage and growth-stage businesses from Pre-Seed to Series C using methodologies such as the Venture Capital Method, Chicago Method, and scenario-based valuation frameworks.
✅ Investment Deck Preparation & Review: Creating, refining, and reviewing investor presentations, investment memorandums, and fundraising materials designed to communicate complex business opportunities clearly and effectively to investors.
Financial Analysis
Business Valuation
Financial Modeling
Financial Projection
Investment Research
Microsoft Excel
Financial Analysis & Valuation
Equity Research & Analysis
Environmental, Social & Corporate Governance
Economic Analysis
Industry Research
Startup Consulting
Investment Banking
Business Plan
PowerPoint Presentation
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