The Coastal Exec

About Us

At The Coastal Exec, I help business owners simplify their finances and streamline their operations so they can focus on growth. My services cover all aspects of bookkeeping and compliance, including BAS and GST lodgement, payroll, superannuation, reconciliations, and accounts management. I also provide financial reporting and advisory support, offering clear monthly management reports, profit and loss, balance sheet and cash flow insights, as well as budgeting, forecasting and virtual CFO guidance. Beyond the numbers, I support businesses with operational virtual assistant services such as workflow and systems setup, CRM and automation management, and the development of SOPs, compliance logs and process documentation. Whether you’re seeking financial clarity, stress-free bookkeeping, or streamlined operations, I provide the structure and systems to keep your business running smoothly.