Specialising in helping clients see beyond numbers to make more informed decisions about their personal financial position therefore empowering their business and their lives.
Lucy Boulos, is our Virtual CFO, and has over 20 years experience working with business owners and entrepreneurs providing tailored, trusted and transparent advice with monthly monitoring to ensure they stay on track and reach their goals.
As a senior CPA and financial planner, Lucy has worked within literally hundreds of Australian businesses helping at board level right through to streamlining book keeping services.
As a CFO and Business Advisor she is passionate about making a difference, and enjoys challenging and mentoring clients to improve all aspects of their businesses. She has an exceptional track record for building trusting and long-term client relationships, has delivered certainty and clarity for many of her clients’ businesses and their families.
Recent successes include:
- Childcare Centre: Uplifting profitability
Employees - 10 people
"They do all the leg work and have taken over the often stressful burden of paperwork, which is time-consuming, they turned our balance sheet from the red into the black and our business is looking more successful and viable than ever.”
- Transport Industry: External CFO function, transformed the financial processes
Employees - 20 people
"Since Accumulus has managed our day to day and end of year accounting, our business has been transformed. We now have up to date information, which can be relied upon to be accurate, and know exactly how we are doing financially at any given time”
- Air-conditioning Service Industry: Saving of thousands, recommending and implementing financial software
Employees - 15 people
"Today, we can generate reports on cash flow, balance sheets etc from the office or online and have also managed to save thousands of dollars in duplication manual tasks”