The hidden risk of rewards points payment platforms for Australian businesses
Rockwall Partners Pty Ltd
Welcome to Rockwall Partners
. Accounting . CFO Advisory . Analytics .
Watch out for people selling unrealistic dreams
In Part 1 we built a working budget for a small business in 15 minutes using AI. In this video we take it further β refining the numbers, improving the phasing, and getting the output into a format that's actually ready to upload into Xero.
This is where the real value starts to show. Another 15β20 minutes of effort and the budget goes from a solid starting point to something genuinely useful.
Haven't watched Part 1? Start there first:
π https://www.facebook.com/share/v/18B3HCbKTn/
π₯ New video: Build a Business Budget in 15 Minutes with AI
No CFO? No finance team? No problem.
We walk through exactly how to export your data from Xero, drop it into Claude, and get a structured budget back β formatted and ready to upload straight into Xero. The whole thing takes under 15 minutes.
If budgeting has been on your to-do list for a while, this might finally be the shortcut you needed.
β οΈ Quick tip: use a paid AI subscription and check privacy settings before uploading any financial data.
Every accountant at Rockwall Partners is trained in-house, by us.
We don't offshore. We don't white-label work to unknown teams overseas.
We hire smart people, train them our way, and use technology to do more with less β so you get senior-quality work at a price that makes sense for an SME.
The result is a finance team that actually knows your business, gives you reliable numbers, and picks up the phone when you call.
If you've been burned by faceless, offshore accounting before β or you just want to know exactly who's handling your books β we'd love to have a conversation.
24/05/2026
"When should I hire a CFO β and how is that different from a Financial Controller?"
It's one of the most common questions we get from growing businesses. And it's a fair one β the lines between roles in a finance team aren't always obvious, especially when you're scaling and trying to figure out what you actually need.
We put together this quick guide covering all seven key finance roles, what each one does, and when it makes sense to bring them in-house versus outsource.
Whether you're a $2m business wondering if you need a bookkeeper, or a $30m business debating your first CFO hire β hopefully this helps.
Drop a comment or DM us if you'd like to talk through what the right structure looks like for your business.
01/04/2026
We hope everyone enjoys their easter long weekend π°
21/01/2026
Say hello to our beloved office pets!!
Please join us in welcoming our Chief 'Furry' Officer (CFO), Paw-fessional Advisor, Head of Bark-eting and our Junior Fin-ancial Clerks πΆπ
The office welcomes you with open arms (and maybe a few sloppy puppy kisses). Our furry and slimy colleagues look forward to seeing our wonderful clients next time you visit πΎ
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Location
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Address
Sunshine Coast, QLD
4558
Opening Hours
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 5pm |