Our services

A full financial team wrapped around your ambition.

From the day-to-day numbers to the decisions that decide your next 3 years.

Services overview

Four categories. Fifteen services. One team.

Structured so you can self-select the support you need today, and add the next layer as your business grows.

01

Core Accounting

Compliance & financial management

3 services

02

Advisory & Growth

Strategy & scaling

6 services

03

Systems & Setup

Tools & financial structure

2 services

04

Specialised Services

Industry-specific & advanced

4 services

What we do

A full financial team wrapped around your ambition.

From the day-to-day numbers to the decisions that decide your next 3 years — we structure everything into one clear partnership.

01Core Accounting

Compliance & financial management

01

Bookkeeping & BAS

Accurate, cloud-based bookkeeping and timely BAS lodgements, so you always know where your business stands while keeping your ATO obligations up to date.

  • Daily & weekly cloud bookkeeping (Xero / MYOB / QuickBooks)
  • Bank & credit card reconciliations
  • Accounts payable & receivable management
02

Tax & Compliance

Year-round tax strategy and lodgement for companies, trusts, partnerships and individuals. Proactive compliance, planned ahead and delivered with confidence.

  • Company, trust, partnership & sole trader returns
  • Personal tax & investment returns
  • FBT, GST, payroll tax & land tax
03

Payroll

Fully managed, STP-compliant payroll with correct award interpretation, super and leave — so your team is looked after and your obligations met.

  • Weekly, fortnightly & monthly payroll processing
  • Single Touch Payroll (STP Phase 2) compliance
  • Award & enterprise agreement interpretation
02Advisory & Growth

Strategy & scaling

01

Business Advisory

A structured quarterly advisory engagement that translates your financials into clear actions on profit, cash and growth.

  • Quarterly strategy & performance reviews
  • KPI dashboards tailored to your business model
  • Profitability & margin analysis
02

Virtual CFO

Embedded CFO expertise for growth-stage businesses. Financial modelling, cash strategy, investor reporting and commercial leadership, on a monthly retainer.

  • 3-statement financial models & scenario planning
  • Cashflow, working capital & capital strategy
  • Board & investor reporting packs
03

Strategic Planning

A structured planning engagement that turns your vision into a funded, measurable three-year roadmap for your business.

  • Vision, mission & 3-year growth targets
  • Revenue, cost & headcount roadmaps
  • Strategic initiatives & investment cases
04

Cashflow Forecasting

Rolling 13-week and 12-month cashflow forecasts so you can make decisions ahead of the numbers — not after them.

  • 13-week rolling cash forecast
  • 12-month P&L, cash & balance sheet forecast
  • Scenario modelling (base / upside / downside)
05

Budgeting

Annual and quarterly budgets built bottom-up with your team, then tracked each month against actuals so everyone stays accountable.

  • Annual operating budget & departmental breakdowns
  • Quarterly re-forecasting
  • Budget vs. actual tracking & variance commentary
06

Management Consulting

Project-based consulting to unlock growth, fix profitability or prepare for a transaction — delivered by senior advisors who have done it before.

  • Profitability & margin improvement reviews
  • Pricing strategy & commercial model redesign
  • Operational & process optimisation
03Systems & Setup

Tools & financial structure

01

Xero Setup & Training

Xero Platinum Partners delivering seamless setups, migrations and team training so your business runs on a finance system that grows with you.

  • Xero set-up, conversion and file migration
  • Chart of accounts design & tracking categories
  • Bank feeds, rules & reconciliation automation
02

Startup Support

The complete financial stack for early-stage businesses - business structure, Xero, compliance, investor reporting and R&D support - without the corporate complexity.

  • Structuring & entity set-up (Pty Ltd, trusts, holding co)
  • Founder share arrangements & ESS / ESOP support
  • Xero, payroll & reporting stack set-up
04Specialised Services

Industry-specific & advanced

01

NDIS Accounting

Deep NDIS experience for registered and unregistered providers — compliance, claim reconciliation, reporting and financial strategy.

  • NDIS audit preparation & internal review
  • Claim reconciliation & revenue assurance
  • Provider reporting (NDIS Commission, internal, board)
02

SMSF

Comprehensive Self Managed Super Fund setup, administration and compliance, with disciplined investment strategy built in.

  • SMSF set-up, rollovers & trust deeds
  • Annual compliance & financial statements
  • Independent audit coordination
03

Estate Planning

Coordinated estate and succession planning that aligns your accounting, SMSF, trust and legal structures, ensuring your wealth is passed on as intended.

  • Estate & succession planning reviews
  • Testamentary trust & family trust strategy
  • SMSF death benefit nominations
04

Company Secretarial

A fully managed company secretarial service for Pty Ltd companies, trusts and SMSFs — so your records, registers and filings are always in order.

  • ASIC annual statement & company reviews
  • Registered office & agent services
  • Director, shareholder & share changes
Structure and clarity

One team, one engagement

The full financial stack, without the fragments.

Bookkeeping, tax, reporting and strategy — senior-led, integrated and tuned to your stage.

Who it’s for

Built for ambitious operators.

Our services are designed for business owners, founders and leaders who want more than compliance — they want a partner in the numbers.

Free 30-minute strategy call

Let’s build your financial clarity.

No obligation. No jargon. One clear conversation about where your business is, where it can go, and how we’d get you there.

Book my consultation