Name: 1:1 Financial Consulting with Paul Kolbe
SKU: OT-FIN-CONSULT-60
Availability: InStock

1:1 Financial Consulting with Oracle Tree CFO, Paul Kolbe is a practical financial clarity session for business owners and executive teams who need better control of their numbers — without jargon, pressure or generic advice.

This is not accounting or financial product advice. It’s a grounded, commercial review of how your business actually operates financially, delivered by a CFO who has built, run and managed businesses across multiple industries.

The focus is simple: understand where money is flowing, where it’s leaking, and what to fix first.

About Paul Kolbe

Paul Kolbe has over 40 years’ experience across finance, banking and hands-on business ownership.

He began his career in institutional finance before moving into building, running and managing his own businesses across property services, construction and the creative industries. Paul understands cash flow, pricing, payroll and systems because he’s lived them — not just reported on them.

Paul is able to hold a unique space between bookkeeper and accountant, translating numbers into clear, practical insight that helps businesses make better decisions with confidence.

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What’s Included

Initial 1-hour one-on-one consultation that reviews your sales processes, costs, cash flow, systems and business structure
In-depth analysis of the past two years of trading to identify cost overruns, inefficiencies, account setup issues and patterns
Second 1-hour review session where clear findings, priorities and practical recommendations are given
System and process guidance, including advice on improving your use of Xero, MYOB or QuickBooks
Straightforward, practical next steps all focused on improving control, cash flow and profitability

Custom spreadsheets or system enhancements can be quoted separately if required.

$700.00

This is a one-on-one financial consulting session with Oracle Tree’s Chief Financial Officer, Paul Kolbe — designed to help you understand what’s really happening in your business financially, and where to focus next.

If you’ve ever felt unsure about your cash flow, margins, systems, or cost structure — but don’t want generic advice or accounting jargon — this session gives you clear, practical insight you can actually use.

SKU: OT-FIN-CONSULT-60 Category: Consultancy

Confidentiality & Security

All financial records are kept on a secure platform and will never be shared with any other party.

At the completion of your consultation, your records will be deleted from our files. Any spreadsheets we create will be archived just in case you need a copy down the track, however they will not contain any sensitive company information.

Only formulas, formatting and general headings will be retained.

Disclaimer: We are not licensed financial advisers. Under ASIC law, we do not offer or promote any financial products.

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PLEASE CONTACT US WITH ANY QUESTIONS OR FOR A NO OBLIGATION CHAT ABOUT YOUR NEEDS.

Oracle Tree is a virtual agency with clients all over the world. Our main hub is Gold Coast, Queensland, Australia.

Call: 1300 892 693

Email: info@oracletree.com