We work with established firms, founders, and SMEs who want clarity, control, and scalable operations — without the cost of a full-time CFO. Practical finance, modern systems, and the AI tooling to run them.
Plain advice, sharp systems, and the right tools for the job — including AI, where it actually helps.
Helk Advisory is a boutique business and CFO advisory practice, based on the Sunshine Coast and working across Australia and New Zealand. We help established firms, founders, and SMEs put the right financial structures, systems, and decision-making in place — before they become a problem.
Most growing businesses don't need a full-time CFO. They need clarity, control, and a partner who's seen what works. Our engagements are deliberately practical: we focus on the work that compounds — clean reporting, integrated systems, smart use of AI, and the financial planning that lets owners sleep at night.
We're sector-agnostic but particularly experienced with trades, agri-businesses, professional services, and commercialisation projects.
Financial planning, forecasting, and cashflow management for growing businesses. Monthly cadence, real visibility, decisions you can defend — without the cost of a full-time hire.
Bookkeeping, automation, and integrated financial systems. We connect your accounting, billing, and reporting so the numbers tell the truth — automatically.
Practical AI tooling deployed where it earns its place — automated reporting, document processing, decision support. We deploy it carefully, only where the payback is clear.
Grant writing, eligibility assessment, and rebate assistance for Australian and New Zealand programs. We find what you qualify for and write the application that wins.
Pitch deck construction, financial modelling, and investor-readiness for founders preparing to raise. We bring the rigour investors expect — without the consultancy theatre.
Strategy analysis, commercialisation planning, and operational scaffolding for early-stage ventures. The unglamorous work that determines whether good ideas become real businesses.
A no-obligation consult to understand your business, the stage you're at, and what you actually need. If we're not the right fit, we'll tell you — and point you somewhere that is.
Clear scope, clear cadence, clear price — agreed up front. Whether it's a monthly retainer or a fixed-scope project, you'll know what's included before any work begins.
We work in regular cadence, share what we're seeing, and adjust as the business evolves. The goal is not more reports — it's better decisions, sooner.
Clear, practical answers about how we work. If we haven't covered yours, just ask.
We tailor pricing to the scope and stage of each engagement. Fractional CFO work is typically a fixed monthly retainer, while one-off advisory, grant writing, or systems projects are quoted per project. We'll confirm scope and pricing before any work starts — no surprises.
We work with SMEs, trades, agri-businesses, startups, and commercialisation projects across Australia and New Zealand. Our approach is tailored to each business's needs and stage.
We help businesses identify and implement AI tools and automation to streamline workflows, improve reporting, and support data-driven decisions. Solutions are practical and scalable — we deploy AI only where the payback is clear.
Contact us for an initial consultation. We'll discuss your goals, challenges, and how our advisory services can help. No obligation — just a conversation to explore fit.
Drop us a line and we'll get back within one business day.