How Advice 9 helped Emanate Technology scale from solopreneur to internal CFO

Your success is our success

“After seven years together growing and expanding, we have just transitioned our Chief Financial Officer service from Advice 9 to Emanate’s new in-house finance team and CFO. Of course, we’re sad to see them go, but we couldn’t be prouder of what we have achieved together.”

– Savneet Sodhi (Savi), Director, Advice 9


  • From a solopreneur business working from home to 42 staff over 4 offices in 4 states.
  • Scalable systems and processes, payroll support for over 250 contractors and proactive financial and business advice from inception.
  • Seamless transition from Advice 9 to internal Chief Financial Officer.

Outsourced finance – the right advice from inception

Joel from Emanate Technology was working out of home, alone, when he first met Savi, who he later followed to Advice 9. Joel always knew he wanted his specialist recruitment and contractor hire business to be scalable and grow quickly. He also knew enough about his financial obligations to entrust them with a specialist from the beginning.

Accounting and advisory support beyond the business basics

‘Savi has an intimate knowledge of the way our business operates and has supported us in all the ways a Chief Financial Officer would in a larger company’. It wasn’t just the usual accounting services like complex contractor payroll, bookkeeping, BAS and tax, or even reporting and regulatory requirements.

What Savi and Advice 9 really provided was 360-degree financial support. Going beyond the standard financial service or accountant offerings, ‘Savi developed an intimate knowledge of how our business operates and set us up financial structures for our day to day operations that we still use today’. He was also a great support with strategic planning and introductions to other business partners with specialist skills.

Savi was always available, nothing too big or too small. He’s always acted more like an internal finance person – proactively highlighting things that he thinks we need to be aware of. We credit him with helping us set up the internal processes and systems that have allowed us to scale. We are going to miss having him as part of our team.

-Joel, Founder and CEO, Emanate Technology

Seamless transitions

We are especially grateful to Savi for his professional guiding hand during times of transition.

First, as we transitioned our contractor payroll from one provider to another, Savi mapped out processes, provided diagrams of how it would work, and acted as the conduit between us and both the old and new providers, resulting in a seamless transition.

More recently, we are grateful to Savi for his assistance in handing over and helping to train our new Chief Financial Officer. His professional approach has again made a potential point of friction instead a transition with ease.

Sometimes the best client success stories mean farewell

Here at Advice 9, we are your business’s Tax advisors, Accountants, and Chief Financial Officer (CFO). We are passionate about seeing through our clients reaching their business goals. That means some of our best success stories are when a business grows too big for our services and brings its finance in-house with a full-time CFO & finance team.

When Emanate Technology told us they were ready to bring someone in full-time as part of their executive to support them on day-to-day management through a financial lens – we couldn’t be happier for them. Now that their transition is complete, we wish them all the best for the future.

Set your small business up for growth from the beginning. Contact us for an introductory chat to see what we can do for you.