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Services
Not-for-Profit Finance Function
Grant Reporting & CFO Support
Bookkeeping, accounting, grant tracking, acquittal reporting, payroll, board reporting and CFO advisory support for growing not-for-profits and social enterprises.
Start with clean books. Add clarity. Scale into CFO-level support when the decisions get bigger. Metric will partner with you every step of the way
TIER 1
Foundations
Best for Small to Medium sized businesses that need reliable bookkeeping, BAS, payroll support and clean accounts.
SERVICES INCLUDED
Weekly Xero bookkeeping and bank reconciliation
BAS and IAS preparation and lodgement
Payroll processing
Expense management via Dext
Dext & Xero subscription included
Pay.com membership included-earn points
Access to our network of finance brokers and tax specialists
TIER 2
Clarity
Best for Growing Small to Medium sized businesses that need more than a bookkeeper but do not need a full internal finance team.
SERVICES INCLUDE
SETUP (ONCE)
Business driver tree design
Chart of accounts restructure aligned to your drivers
System and process design to capture the metrics that matter
Budget build support
ONGOING
Monthly reporting pack with P&L, cash flow and KPI dashboard
Variance analysis and supporting commentary
Short video walkthrough of your numbers from your finance partner
TIER 3
Fractional CFO
Best for Businesses that need senior finance input for decisions, funding, growth or board reporting
SERVICES INCLUDE
Financial modelling — scenario planning, pricing decisions, capital requirements
Commercial troubleshooting — a thought partner on decisions that don't fit a spreadsheet
Periodic strategy sessions with your dedicated finance partner
Investor & Board communication & support
Bottom line
For not-for-profits and social enterprises that have outgrown basic bookkeeping and need clean accounts, useful reporting, cash visibility, grant tracking and acquittal-ready compliance support.
Not-for-profit Bookkeeping
Accurate bookkeeping and reconciliations to keep your financial records current, controlled and reporting-ready.
Payroll Compliance
Payroll processing and compliance support for staff, casual employees and project-based teams.
Accounting for NFPs
Month-end accounting, reconciliations and reporting support to keep your finance function accurate and board-ready.
Grant Acquital & Funding Reporting
Support with grant tracking, acquittals and funding reports to give funders and boards confidence in the numbers.
Management Reporting for NFPs
Clear management and board reporting across financial performance, cash flow, programs and sustainability.
Fractional CFO Support
Clear management and board reporting across financial performance, cash flow, programs and sustainability.
ELECTRICAL & HVAC - TRADES & CONSTRUCTION - SME
From strong business to sharper numbers
Direct Connect had built a growing electrical and HVAC business on the back of genuine operational strength. As growth continued, the leadership team wanted financial tools and reporting to match - more visibility, better forecasting, and a senior finance partner to help them plan the next stage with confidence.
Metric restructured Xero, built weekly dashboards and implemented Fathom - giving the team a live view of performance every week and the forward-looking insight to make better decisions.
Read the full case study
Xero restructured by department
Gross and net profit visible by business unit, aligned to how the business operates
Weekly performance dashboards
Sales vs target, uninvoiced jobs and WIP tracked in real time
Budgeting and forecasting via Fathom
Forward-looking visibility over revenue, margin and cash flow
Fractional CFO support
Senior finance partner on the decisions shaping the next stage of growth
Clarity - reporting
Fractional CFO
Fathom
KPI dashboards
Xero restructure
ELECTRICAL & HVAC - TRADES & CONSTRUCTION - SME
Clean books, clear numbers, more time
South Beach Aperitivo built WA's first Aperitivo brand in five years. But the systems hadn't kept up — month-end was manual, reporting didn't reflect how the business actually sold, and excise tax was a time-consuming headache every month.
Metric came in, systemised the back-office and built reporting that gave the founders a real view of performance — so they could spend less time in spreadsheets and more time growing the brand.
Read the full case study
AP and AR systemised
Dext and Paidnice automating invoice processing and debtor follow-up
Sell-in vs sell-out reporting solved
Consolidated dataset capturing rate of sale and SKU performance at account level
Variance reporting against budget
Financial and operational drivers — not just the numbers, but what's behind them
Excise tax automated
Monthly litres-sold calculation automated — month-end made materially faster
Foundations
Clarity-reporting
Excise compliance
Budgeting
ELECTRICAL & HVAC - TRADES & CONSTRUCTION - SME
The Lodge
Clean books, clear numbers, more time
South Beach Aperitivo built WA's first Aperitivo brand in five years. But the systems hadn't kept up — month-end was manual, reporting didn't reflect how the business actually sold, and excise tax was a time-consuming headache every month.
Metric came in, systemised the back-office and built reporting that gave the founders a real view of performance — so they could spend less time in spreadsheets and more time growing the brand.
Read the full case study
AP and AR systemised
Dext and Paidnice automating invoice processing and debtor follow-up
Sell-in vs sell-out reporting solved
Consolidated dataset capturing rate of sale and SKU performance at account level
Variance reporting against budget
Financial and operational drivers — not just the numbers, but what's behind them
Excise tax automated
Monthly litres-sold calculation automated — month-end made materially faster
Foundations
Clarity-reporting
Excise compliance
Budgeting
Can't get what you need from your numbers? We'd love to help. Fill in your details below and you can then book a time directly on the following page.
No obligation. No hard sell. If we're not the right fit, we'll tell you.
