Set up the appropriate financial and compliance foundations to help scale a LegalTech company. This is a hands-on role focused on getting the basics right — from company structure and bookkeeping to cap tables and team incentives. This work Includes managing a name change (and potential tax savings).

This role is ideal for someone with a strong grasp of startup financial ops, accounting tools, and compliance basics.

Initial Focus

• Banking Setup: Establish new bank accounts ensuring alignment with recent name change (which may carry tax exemption implications).
• Xero Integration: Set up and configure Xero for the business to begin tracking income, capital investments, and expenses.
• Cap Table Records: Create and maintain a simple, clear capitalisation table so all stakeholders are aligned.
• Tax Exemption Review: Assist in reviewing and potentially salvaging a $200k+ tax exemption opportunity related to historical costs as a previous venture
• Compliance Oversight: Ensure the right boxes are ticked from a financial and regulatory compliance perspective as the company prepares to scale

Ongoing focus to be discussed

• May include tasks like business reporting and analysis, accessing grants, formalising an ESOP plan).

Strong preference for a skilled, astute and tech-forward CFO who can set the right foundations for a LegalTech business.
Law experience not necessary.  
Startup/Scale up experience preferred.

Experienced CFO - On the tools experience

Business foundations solid and set up for success - room for the right person to grow with the organisation.