Award-winning · Australia-wide · Since 2007

YOUR
VIRTUAL CFO.

Envisio Advisory is an award-winning Australian virtual CFO practice. We partner with founders and operators to move beyond tax — into strategy, capital, cashflow and scale.

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

ESTABLISHED IN 2007,
ENVISIO ADVISORY IS AN
AWARD-WINNING TEAM
OF HIGHLY SKILLED TAX
AND ACCOUNTING PROS.

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

40
YEARS
OF COMBINED INDUSTRY EXPERIENCE
500
BUSINESSES
CLIENTS ACROSS AUSTRALIA
One Firm · Many Solutions

ONE FIRM.
MANY
SOLUTIONS.

An all-in-one virtual CFO service — a one-stop-shop trusted by more than 4,000 clients across Australia.

4,000
Clients served since 2007
TAX
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
NDIS · AU
United·For·Care
DISABILITY · CARE · COMMUNITY
SINCE 2009
Hijab House
— MODEST FASHION —
دار السلام
Darussalam
PUBLISHERS · SINCE 1986
DEMOLITION
GETITAWAY
★ STRIP · CRUSH · CLEAR ★
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
BEST OF
TAX ACCOUNTANT
SYDNEY
2022 · TOP EXPERT
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

OUR PARTNERS
IN POSITIVE.

Proud corporate sponsors of charities, community events and the Parramatta Eels. Priority Members of the Parramatta Chamber of Commerce.

Ronald McDonald House Charities Greater Western Sydney
Parramatta Eels NRL
Parramatta Chamber of Commerce
The Eid Show
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."
R
Rachel N
Entrepreneur
"AMAZING SERVICE AND SECOND TO NONE."
B
Billy 'The Kid' Dib
Boxing World Champion
"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 & STRATEGY

    Performance metrics, strategy, sustainability. Build value, scale up.

    02
    STAFFING & PAYROLL

    Payroll · timely processing · compliance · super.

    03
    ADD-ON SERVICES

    Costing, inventory control, system setup, financial modelling.

    04
    TAX & COMPLIANCE

    ATO, NSW Revenue, BAS, TPAR. Stay ahead of legislative change.

    ALL IN
    ONE
    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.

    Talk to a CFO
    PRECISION & PROOF
    02
    TAX & COMPLIANCE

    STAY ON TOP OF LEGISLATION.

    BAS, TPAR, ATO liaison, audit compliance, tax returns. We handle change so you can plan ahead.

    Talk to a CFO
    PEOPLE FIRST
    03
    STAFFING & PAYROLL

    MANAGING YOUR OBLIGATIONS.

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

    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.