Business advisory that turns your numbers into decisions.

What's included

Compliance work tells you what happened. Advisory work helps you decide what to do next. Our business advisory service brings your numbers together into a regular rhythm of reporting and conversation:

• Quarterly meetings. Each quarter we sit down with you to go through your profit and loss, a snapshot of the business, sales, cash flow and your profitability KPIs. If you'd like a closer eye on things, we can arrange monthly reviews instead.
• KPIs that fit your business. We help you choose a small set of key performance indicators, such as gross margin, debtor days or sales by product or location, and report them consistently so trends are easy to spot.
• Annual business review. Once a year we step back and look at the bigger picture with you: your processes and efficiency, your budgeting and reporting, and our recommendations for the year ahead.
• Budgeting and forecasting. We build a budget with you, track your actual results against it, and prepare cash flow forecasts so you can see tight months coming and plan for them.
• Practical strategy. Beyond the numbers, we can help with your sales and marketing processes and the day-to-day administration that keeps a business running smoothly.

Who it suits

Business advisory is for owners who want more from their numbers than a tax return. It's especially useful if:

• you have reports but not the time to work out what they're telling you
• you're weighing up a big decision, such as hiring, expanding or investing in equipment
• cash flow feels unpredictable, even when sales are good
• you'd value a regular check-in that keeps you focused on the things that matter

We're based in Greensborough in Melbourne's north-east and work with business owners across Australia.

How it works

1. A free consultation. We talk about your goals, how the business is performing and the questions you'd most like answered.
2. Getting the numbers right. Good advice needs reliable figures, so we review your records and reporting first. If they need work, our bookkeeping service can bring them up to date.
3. Setting the rhythm. We agree your KPIs, build your budget and forecast, and schedule your quarterly or monthly meetings.
4. Meeting and reviewing. Before each meeting we prepare your reports, then go through them with you and agree on next steps. Once a year, we hold your annual business review.

Over time, the picture builds. You'll see how this quarter compares with the last, whether you're on budget, and where the business is heading, so your decisions are based on evidence rather than gut feel. It's the same clear thinking we bring to your BAS and tax returns, applied to the future of your business.