Business Advisory

Turn your numbers into decisions. We build simple, decision-ready models and meet monthly to align on priorities and next steps.

What you get

CFO-style advisory that turns your numbers into decisions—cash-flow clarity, pricing and margin wins, and a simple plan you can action this month.

Cash-Flow Forecasts

13-week and 12-month views with receipts/outgoings mapped—so you know when to spend and when to hold.

Budgets & Targets

Set realistic revenue, cost and headcount targets; track variances and course-correct fast.

Pricing & Margin

Product/service pricing reviews, COGS analysis and quick wins to lift gross margin.

KPI Dashboards

See the signals that matter—revenue, margin, CAC/LTV, utilisation or inventory turns—updated monthly.

Scenario Planning

Best/base/worst cases with runway and hiring impacts—make decisions with eyes open.

Action Plan & Reviews

Monthly advisory call + a 3–5 item action memo; quarterly re-forecast to stay on track.

Who We Serve

From accounting to task management, we standardise processes across your apps to deliver clean books, on-time lodgements, and real-time visibility.

Accounting Firms

White-label accountants who plug into your workflow. We handle BAS/IAS prep, payroll, workpapers and clean-ups in your tools—with strict QA and confidentiality—so you can scale capacity without hiring headaches.

SMBs & Startups

Get reliable bookkeeping and payroll support that keeps you on track. We manage your BAS, automate routine tasks, and deliver clear monthly reports so you always know your cash flow.

Corporates

We manage your finance operations end to end — from payroll and reporting to automation and compliance — giving you accurate, audit-ready results every month.

How It Works

Getting the accounting help you need is easy. From our first chat to your final results, we keep things clear, quick, and stress-free every step of the way.

Discovery & scope

Tell us what you need and what you’re aiming for. We’ll listen and learn how to best support your business.

Pilot on 1–2 clients

We’ll match you with the right experts who fit your goals and way of working.

SOPs & checklists

We’ll set up everything you need — tools, systems, and communication — so you’re ready to go.

Go-live

Enjoy accurate, stress-free accounting and real progress from day one.

Frequently Asked Questions

Can businesses or individuals hire you directly?

Absolutely. We work directly with businesses and individuals to provide bookkeeping, payroll, tax compliance, and financial advisory services — no accounting firm needed.

How does your process work for businesses?

It’s simple — schedule a discovery call, share your business goals and financial needs, and our team will handle the rest. We set up your accounts, automate key tasks, and provide ongoing reporting so you can focus on running your business confidently.

What software and tools do you use?

We work with all major accounting platforms including Xero, MYOB, QuickBooks, and other industry-standard tools. We adapt to your preferred systems for smooth collaboration.

Is my financial data secure?

Absolutely. We use secure, encrypted systems and follow strict confidentiality protocols to protect your data at all times.

Can you handle ATO compliance and BAS lodgements?

Yes. Our team is experienced in preparing and lodging BAS, handling ATO requirements, and keeping you compliant year-round.

Do you work with clients outside Australia?

While our core focus is on Australian accounting compliance, we also work with international firms and businesses requiring Australian-based financial services.

What are your pricing models?

We offer flexible packages — from ongoing monthly support to one-off projects — so you only pay for what you need.

How quickly can we get started?

In most cases, we can start within a few days of your discovery call and onboarding.