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

Reliable bookkeeping and payroll, done right. We reconcile weekly, lodge BAS on time, automate bills and receipts, and deliver clear monthly reports—GST-compliant and focused on cash-flow clarity.

Corporates

Managed finance operations for growing companies. We centralise AP/AR, payroll and multi-entity books, automate controls, and deliver audit-ready month-end close with executive-level reporting.

How It Works

We’ve made it simple to get the accounting support you need — without the hassle. From your first conversation to ongoing results, our process is designed to be clear, fast, and stress-free.

Discovery & scope

Tell us your needs and goals so we can understand how to best support you.

Pilot on 1–2 clients

We connect you with the right accounting professionals for your requirements.

SOPs & checklists

Seamless setup of processes, tools, and communication channels.

Go-live

Enjoy accurate, timely, and stress-free financial management from day one.

Frequently Asked Questions

Do you only work with accounting firms, or can businesses hire you directly?

We primarily support accounting firms with outsourcing solutions, but we also provide bookkeeping, payroll, tax compliance, and advisory services directly to businesses.

How does the outsourcing process work for accounting firms?

It’s simple — book a discovery call, tell us your requirements, and we’ll assign a dedicated team or specialist. We integrate with your existing processes, software, and reporting formats to work seamlessly as an extension of your firm.

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.