Business Advisory
Practical advisory grounded in your numbers, not generic frameworks.
What this service is for
Compliance keeps the lights on. Advisory is what helps the business actually move. We sit alongside owners — reading the numbers, asking the questions you don't have time for and helping you decide.
Built for these situations.
Owner-led businesses
Founders who want to make decisions with data, not gut feel.
Growing teams
Businesses navigating hiring, pricing and capacity decisions.
Multi-entity groups
Groups needing a single view of performance across companies and trusts.
Preparing to sell
Owners with a 1–3 year exit horizon who want the numbers ready.
What's included
Every engagement is scoped to your situation. Here's the typical scope of work covered under this service.
- Cash flow forecasting
- Profitability and margin analysis
- Pricing and gross margin review
- Quarterly performance reviews
- KPI dashboards in Xero
- Budget vs actual reporting
- Growth and capacity planning
- Exit and succession preparation
How we work together.
- Step 01
Understand the business
We dive into your numbers, your model and what you're trying to build.
- Step 02
Set the rhythm
Quarterly or monthly cadence with a clear agenda and shared dashboard.
- Step 03
Decide & act
Each meeting ends with documented decisions, not just observations.
Where this service makes the biggest difference.
Pricing rethink
Margin by service modelled, with a phased pricing approach to protect cash.
Hiring decision
Capacity, revenue per head and break-even point reviewed before the offer goes out.
Cash crunch
13-week cash flow built, ATO position addressed and a plan put in place.
What you can expect from us.
Decision-focused
Meetings end with actions, not theory.
Your accountant on the call
Tax, compliance and strategy considered together.
Practical tooling
Built in your Xero file, not parallel spreadsheets.
Honest counsel
We'll tell you when an idea won't work before you spend money on it.
Questions clients ask.
Have something else on your mind? Book a consultation and we'll talk it through.
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Independent valuation and due diligence for business decisions that matter.
Learn moreNo matter your goals, it all starts with a chat.
Pick a time that suits — a quick intro call or a longer video meeting. No pressure, no obligation.
Prefer to talk first? 0410 900 005