Award-winning · Australia-wide

YOUR
VIRTUAL CFO.

Envisio Advisory is an award-winning Australian virtual CFO practice. We partner with founders to provide clarity, confidence, and control in every financial decision in scaling your enterprise/business.

Book a ConsultationExplore Our Services
Accredited Members
CPA Australia — Certified Practising AccountantsInstitute of Public Accountants (IPA)
Discover Envisio

"PROFESSIONAL. RESPONSIVE. ATTENTIVE.
THE PLACE TO GO FOR THE BEST RESULTS
AND PEACE OF MIND."

Houssam A
Director · Getitaway Demolition
About Envisio Advisory

ENVISIO ADVISORY IS AN
AWARD-WINNING TEAM
OF HIGHLY SKILLED ACCOUNTING
AND BUSINESS PROFESSIONALS.

With decades of combined industry experience, we operate as your virtual CFO — strategic, proactive, commercial.

40
YEARS OF COMBINED EXPERIENCE
Decades of tax, accounting and advisory expertise sitting alongside you — from Big Four training and industry CFO leadership to hands-on practice ownership.
One Firm · Many Solutions

ONE FIRM.
MANY
SOLUTIONS.

An all-in-one virtual CFO service.

BUSINESS STRATEGY
ACCOUNTING
AUDITING
ADVISORY
FINANCE
PAYROLL
Our Approach

YOUR BUSINESS
NAVIGATORS.

We help our clients think beyond just tax — and focus on what actually matters: growing their business, navigating challenges and capitalising on new opportunities.

Client Portfolio

OUR FAVOURITE CLIENTS.

From hospitality and NDIS to construction, retail and professional services — we bring wealth of insight across every industry we serve.

EST. AU
— BESPOKE —
Private Blends
FRAGRANCE · COLOGNE · SIGNATURE
STEAKHOUSE · RIBS
Volcano's
SYDNEY
CAPTAIN
FORMWORK
CONSTRUCTION
SINCE 2009
Hijab House
— MODEST FASHION —
دار السلام
Darussalam
PUBLISHERS · SINCE 1986
SYDNEY
— HOMEWARE —
Armani Gallery
LUXURY ARABESQUE HOMEWARE
Awards & Recognition

WINNERS &
NOMINEES FOR
NUMEROUS AWARDS.

Every year nominated or victorious — recognition for exceptional service, including the IPA Accounting Practice of the Year several times.

IPA
ACCOUNTING
PRACTICE
OF THE YEAR
★ MULTI-WINNER ★
WSABE
WESTERN SYDNEY
AWARDS FOR
BUSINESS EXCELLENCE
FINALIST · 2021
LOCAL BUSINESS AWARDS
PARRAMATTA
FINALIST
2021 · COMMUNITY VOTED
Press & Publications

WHERE WE'VE FEATURED.

As keynote speakers and media features across the accounting industry — from IPA's Public Accountant to CPA Australia's In The Black, TAXPO Sydney and the World Congress of Accountants.

Public Accountant — IPA cover feature
In The Black — CPA Australia feature
TAXPO 2022 Sydney — keynote speakers
World Congress of Accountants 2018
Community Partnerships

PARTNERS
IN POSITIVE.

We proudly and regularly sponsor charitable causes, large community events, professional forums and more — because being a trusted advisor extends well beyond the boardroom.

  • Charitable causes
  • Large community events
  • Professional forums
  • Industry associations
Client Testimonials

WHAT OUR CLIENTS
SAY.

Testimonials from founders and operators we have partnered with across Australia — spanning hospitality, retail, disability care, construction and beyond.

"AS A CLIENT FOR 13+ YEARS, I HIGHLY RECOMMEND."
J
James R
Entrepreneur
"PROFESSIONAL, TRUSTWORTHY AND RESULTS DRIVEN."
S
Suleiman K
Private Blends
"THE BEST IN THE BUSINESS."
T
Tarik Houchar
Founder, Hijab House
Meet the Team

MEET THE TEAM.

Your new Envisio advisors

Decades of expertise at a fraction of the cost of a full-time executive hire — suited to businesses of any size, in any industry.

BACHIR ZREIKA
CEO

BACHIR ZREIKA

  • 20+ YEARS' EXPERIENCE
  • AWARD-WINNING ADVISOR
  • KEYNOTE SPEAKER
  • IPA BOARD MEMBER
SUMIT CHUGANI
CFO

SUMIT CHUGANI

  • 17+ YEARS' EXPERIENCE
  • FCPA · FMCG INDUSTRY
  • FINANCIAL MODELLER
  • TOP ALLIANZ 20 NDIS
The Metrics That Matter
15%
CLIENT COST
REDUCTION.

Plus 10–15% reduction in client foreign exchange loss exposure through hedging and active strategy.

20%
CLIENT REVENUE
GROWTH.

Average increase in client revenue, growth and profitability across engagements — measured, tracked and reported monthly.

Why Choose Envisio

TAKE YOUR BUSINESS
TO THE NEXT LEVEL.
LONG-TERM. SUSTAINABLE.

  • NEVER MISS ANOTHER OPPORTUNITY.
  • ONE ESSENTIAL SERVICE FOR ALL FINANCIAL MATTERS.
  • SUITED TO ANY BUSINESS, ANY SIZE, ANY INDUSTRY.
  • DECADES OF EXPERTISE AT A FRACTION OF THE COST.
  • REFINE YOUR BUSINESS MODEL · BECOME FUTURE PROOF.
    • Our Services Framework

    WHAT WE DO.

    Everything you need — all in one place. Four interconnected pillars that feed each other so strategy, compliance and operations never drift out of sync.

    01
    ADVISORY

    Performance metrics, strategy, sustainability.

    02
    STAFFING & PAYROLL

    Payroll · timely processing · compliance · super.

    03
    ADD-ON SERVICES

    Costing, inventory control, system setup, financial modelling.

    04
    BUSINESS STRATEGY

    Sales, business valuations, building value, scaling up.

    Services in Focus
    MOVES THAT MATTER
    01
    ADVISORY & STRATEGY

    BUILD VALUE. SCALE UP.

    Performance metrics, business planning, KPI reporting and forecasting that turn intuition into a system.

    • Risk assessment (analysing gaps and mitigation)
    • Preparing a Business Plan
    • Organisation Structure
    • Structure the books of Accounts
    • Monthly Profit & Loss, Cashflow (with graphical representation & analysis)
    • Budgeting and Forecasting · KPI Reporting
    • Identify cost-savings within your company
    • Internal Audits (overseeing internal bookkeeper)
    • Audit of Systems and Processes
    • Business Advisory, Sales & Valuations
    • Interventions & recommendations
    Add-Ons
    Financial ModellingCostingsInvoicing SystemStock ControlAccounts Receivable & Payable
    Talk to a CFO
    PRECISION & PROOF
    02
    COMPLIANCE

    STAY ON TOP OF LEGISLATION.

    ATO liaison and audit compliance. We handle change so you can plan ahead.

    • Company Structure
    • Yearly Financials · ATO
    • Liaising with the ATO
    • Interim Financials (as and when required)
    • Audit Compliance
    • Recommendations on record keeping
    Talk to a CFO
    PEOPLE FIRST
    03
    STAFFING & PAYROLL

    MANAGING YOUR OBLIGATIONS.

    Payroll/STP, super, awards & leave audits. Compliance you don't have to think about.

    • Payroll Setup
    • Payroll/STP Lodgments
    • Superannuation
    • Workers Compensation
    • Payment Batch to the bank
    • Payroll Audits (awards, hours, leaves)
    • Payroll Risk and Cost Management
    • Uplus and ACRIT (where required)
    • Interventions and Recommendations
    • Payroll compliance
    Talk to a CFO
    The Envisio Difference

    ACCOUNTANT VS CFO.

    A traditional accountant looks backward at compliance. A CFO looks forward at strategy. Here's the difference an Envisio engagement makes.

    THE SHOEBOX
    AN ACCOUNTANT
    • FOCUS ON SAVING TAX
    • COMPLIANCE APPROACH
    • IS REACTIVE
    • TELLS YOU WHAT HAPPENED
    • DEPENDS ON HISTORICAL DATA
    YOUR BUSINESS NAVIGATOR
    A CFO
    • FOCUS ON PROFITABILITY & CASHFLOW
    • COMMERCIAL APPROACH
    • IS PROACTIVE
    • ADVISES WHAT YOU SHOULD DO
    • STRATEGIC · ANALYTICAL · FORWARD-THINKING
    Let's Talk Business

    DO YOUR
    FUTURE
    A FAVOUR.

    Let's talk business. Tell us where you're headed and a senior Envisio advisor will respond within one business day with a tailored plan and a no-obligation discovery call.

    Office
    80 George St, Parramatta NSW
    Ground Floor · Australia
    Quick enquiry
    LET'S TALK
    BUSINESS.

    Share a few details below and a senior Envisio advisor will be in touch within one business day.