A live board pack, straight from your Xero.
Lowe CFO Advisory gives growing Australian businesses a fractional CFO and a management dashboard that refreshes itself every hour from Xero. No spreadsheets to chase and no month-end scramble.
P&L, balance sheet, cash and sales by customer, reconciled to the ledger and ready for your board, with a CPA who has sat in the CFO seat explaining what the numbers mean and what to do next.
01
Live management reporting
Your P&L, balance sheet, cash, receivables and sales by customer sync from Xero every hour into a board-ready dashboard. Every number reconciles back to the ledger.
02
Fractional CFO leadership
Big-four audit and ASX-listed FP&A experience on a monthly retainer sized for a growing business. Board reporting, forecasting, funding and the hard conversations, without a full-time hire.
03
Forecasts and decisions
Budgets, cash forecasts and scenario models built on the same live data as your board pack, so you decide with this month’s numbers rather than last quarter’s.
How it works
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1. Connect
We connect to your Xero with read-only access and map your chart of accounts to a clean set of report lines. Once, not every month.
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2. Sync
Every hour the board pack refreshes itself: P&L, balance sheet, cash, receivables, payables and sales by customer, with a reconciliation check on every month.
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3. Review
Each month we walk you and your board through the numbers, the variances and the decisions in front of you. Between meetings, the dashboard is always current.
See your own numbers live.
A 30 minute call, no pitch deck. We will show you a live board pack running on real Xero data and tell you what it would take to run one for your business.