BUSINESS ADVISORY
Numbers you can rely on.
A business that runs properly.
Senior, CPA-led advice for small to medium-sized businesses, whether you’re just starting out or have outgrown your accountant.
Sound familiar?
Most of our clients come to us with the same problems.
Numbers You Can’t Rely On
Reports that don’t match the bank, accounts that never reconcile, and no confidence in the figures you’re making decisions on.
No Clear View of Profit
Revenue is growing, but you can’t see what you’re actually making or where the cash is going.
Tax Surprises
Bills that arrive without warning, because nobody planned ahead or explained the position to you.
A Structure That No Longer Fits
The setup that worked when you started now costs you tax, adds risk, or gets in the way of growth.
Starting a business?
Get it right from day one, so there’s nothing to fix later.
The Right Structure From Day One
Company, trust or partnership, chosen with tax, risk and your future wealth in mind.
Xero Set Up Properly
Chart of accounts, bank feeds, GST and reporting built right from the start, so there’s nothing to clean up later.
Registrations Sorted
ABN, TFN, GST and PAYG registrations done once, and done properly.
Ready to Grow
The same structure and setup established businesses pay to fix, in place from the start.
What we do
One platform, done properly. Everything we do runs on Xero.
Diagnosis & Plan
A clear read on what’s really happening in your numbers, structure and cash flow, and a prioritised plan for what to fix first.
Entity & Tax Structuring
We review how your business is owned and structured, then fix what is costing you tax or exposing you to risk.
Cash Flow & Profit
Find out where the cash is going, fix what’s leaking, and get reporting and a forecast you can actually plan around.
Decisions & Implementation
Support for the big calls, such as pricing, investment and growth, then hands-on help to put the changes in place, with your books kept right on Xero.
How It Works
Three steps to a business that runs properly
1
Discovery Call
Tell us where you’re at. Whether you’re starting out or something isn’t working, such as numbers you can’t rely on or a structure that no longer fits, we’ll tell you straight how we can help.
2
Diagnosis & Plan
We dig into your books, structure and goals to find the real cause, then give you a clear plan and a fixed quote before any work starts.
3
Implementation
We set things up properly or fix what’s broken, with the right systems and structures in place. Then we hand it over, or stay on as your advisor.
NEXT STEP
Once the business is sorted,
build wealth outside it.
Our Wealth Services help you move surplus out of the business and into structures built to last.
Explore Wealth Services Book a Discovery Call