CFO-level finance without the full-time hire.
Monthly management reports, board-ready financials, cash flow oversight, strategic planning, and fundraising or exit prep. The numbers function your business needs to scale.
Three reasons our clients stay.
We’re a boutique accounting practice built on long-term client relationships, offering personalised tax, accounting, and advisory services to businesses and organisations across Sydney.
Twenty-three years in practice as of 2026. Same firm, same principal, same standards since 2003. Some clients have been with us almost the whole way. The work compounds, and so does the trust. Over four hundred SMSFs managed and thousands of tax returns lodged.
Tax, books, advisory, SMSF, Xero. One team that knows your business. No handoffs between firms, no missed details between specialists, no questions you have to answer twice. Numbers flow cleanly from books to BAS to tax return because the same people are looking at all of them.
We are old-fashioned about this. You get a name, a direct line, and someone who actually knows your file. We watch for trends, flag issues before they become fines, and call when something needs attention. Most clients hear from us between quarters, not just at lodgement time.
The numbers are there. The financial leadership is not.
Your business is past the bookkeeper-and-MYOB stage. The accounts are clean enough. The reports come in monthly. You have a P&L, a balance sheet, and a cash flow forecast that someone built six months ago.
But when the bank asks for a three-year projection, you scramble. When a key client churns, you cannot tell whether next quarter survives without them. When the team comes to you with a hire request, the answer is gut feel because the model behind it does not exist.
There is a real gap between accounting and CFO work. Accounting is recording what happened. CFO work is shaping what happens next. Most growing businesses outgrow their accountant before they can justify a full-time CFO. Trinity sits in that gap: senior finance leadership at half a day a week, not five days.
A senior finance brain, half a day a week.
A senior finance brain in your business roughly half a day a week. Reporting, forecasting, board prep, investor calls, and the strategic call when one needs making. Everything below comes as part of the engagement, scaled to your size.
The lift from clean books to actual decisions.
Less time on admin. Cleaner records. Better decisions because the numbers are current.
Diagnostic, framework, monthly partnership.
Same process for every new engagement. You know what is happening and when.
We meet with you, understand your business model, challenges, goals, and current financial processes. No assumptions—just clarity.
We design your CFO engagement: reporting cadence, KPIs, dashboards, forecasting methods, and service scope tailored to your needs.
Monthly management meetings, strategic guidance, real-time financial insights, and continuous optimisation as your business evolves.
Organisations we sit alongside.
If you see your situation below, we have done this work before. If you do not, ask anyway.
A small firm by design.
Trinity Accounting Practice opened in Beverly Hills in 2003. Ramy Hanna, a registered tax agent and Fellow of three Australian accounting institutes, has run it since. The firm has stayed deliberately small, deliberately local, and deliberately senior. The principal you talk to today is the principal who will be reviewing your return next October.
Most of our work comes from referrals. Most clients have been with us for years, some for decades. We think that says more about the work than any award would.
The reviews speak for themselves.
Sole traders, growing companies, and trustees who keep coming back. Here’s why.
Doesn't cut corners
I'm so glad I found Ramy & Kim from Trinity Accounting. They have helped me and my business tremendously. They really care about their clients and don't cut corners. Very impressed with their knowledge and level of customer service.
Business and personal
Trinity Accounting Practice is knowledgeable and professional for business and personal finances, providing clear advice.
Diligent and professional
Trinity Accounting Practice is highly professional and diligent. I highly recommend them to anyone seeking any accounting advice.
The best, hands down
Ramy is the best accountant in Sydney. He helped me solve my problems. He is the best. I really thank you Ramy for everything.
Medical practice expertise
I have a medical practice. I met with many accountants before, but I found Ramy Hanna has a very well organised accounting practice and he is very knowledgeable and has great experience.
A real lifesaver
Trinity Accounting has been a lifesaver for my construction business. Ramy's knowledge of BAS, GST, and tax is unmatched. Great service and support!
Common questions about Virtual CFO.
Virtual CFO sits between accountant and full-time CFO, so the questions are usually about scope, fit, and cost.
Your accountant handles compliance, tax, and historical reporting. A Virtual CFO is forward-focused: forecasting, strategy, KPI management, and decision-support. We work alongside your accountant to provide strategic financial leadership your accountant isn’t equipped to deliver.
It depends on your business size, complexity, and engagement scope. Small businesses might need 10–20 hours per month; larger organisations could need 40–60. We tailor engagement to your needs and adjust as you grow. There’s no minimum commitment.
Absolutely. We specialise in NFP and school finance. We understand grant acquittal, board governance, donor reporting, and the unique financial challenges non-profit organisations face. Schools across Australia trust us for financial leadership.
We’re certified Xero advisors and build dashboards, forecasts, and reporting around your existing accounting system. We also use Excel, Power BI, and other tools as needed. We work with whatever systems you have in place.
Yes. We help businesses strengthen financial governance, improve margins, build compelling financial narratives, and prepare rigorous forecasts that investors and buyers want to see. It’s a key area of our work.
Your financial information is treated with the highest confidentiality. We’re registered tax agents and comply with all privacy and professional standards. Data is stored securely, and access is controlled strictly.
