Six services. One firm. Built for Australian SMEs that take their numbers seriously.

What's included

• Daily / weekly / monthly transaction processing
• Bank, credit card, and loan account reconciliations
• Accounts payable and receivable management
• Payroll processing including STP Phase 2 compliance
• Quarterly BAS preparation and lodgement
• Monthly management reports with commentary
• Xero or MYOB setup, migration, and clean-up

Best for

• Businesses turning over $500k—$10M who want their books done properly
• Owners who currently spend their nights doing bookkeeping themselves
• Companies whose books are a mess and need a clean-up before anything else can happen

What's included

• 13-week rolling cash flow forecasts
• Annual budgets and quarterly re-forecasts
• Board pack preparation and presentation
• KPI dashboard design and monthly reporting
• Funding strategy, debt structuring, and lender liaison
• Pricing analysis and margin reviews
• M&A support — buy-side or sell-side

Best for

• SMEs too small for a full-time CFO but too complex to wing it
• Owner-operators who need a sparring partner on the numbers
• Businesses planning a capital raise, acquisition, or sale

What's included

• ASIC registered agent appointment (we receive your notices direct)
• Annual company review processing and lodgement
• Solvency resolutions and minutes
• Director ID applications and renewals
• Share allotments, transfers, and cancellations
• Change of officeholders, registered office, principal place of business
• Company deregistration when needed

Best for

• Any Pty Ltd or Ltd company wanting compliance handled hands-off
• Groups with multiple entities needing coordinated annual reviews
• Owners who keep missing ASIC deadlines and paying late fees

What's included

• Quarterly tax position reviews, prepared with you and shared with your tax agent
• Pre-EOFY planning conversations to identify decisions to take to your tax agent
• Cash-flow modelling around tax payments, BAS, and instalment timing
• Strategic input on group and trust structure — coordinated with your tax agent
• Scenario modelling for business sales, major asset disposals and capital events
• Financial analysis to support R&D and grant claims your tax agent will lodge
• Project management and financial support during ATO reviews, working alongside your tax agent

We are not a registered tax agent. Lodgements, specific tax law advice and tax dispute representation are handled by your tax agent — we provide the strategy, modelling and financial planning that sit around those decisions.

Best for

• Business owners who want a strategic adviser working alongside their tax agent
• Trusts and family groups wanting clearer modelling across multiple entities
• Anyone planning to sell a business or major asset in the next 1–3 years and wanting the financial scenarios mapped out

What's included

• Structure advice — sole trader, company, trust, partnership, SMSF
• ABN, TFN, GST, PAYG, and ACN registrations
• Company and trust deed preparation
• Xero or MYOB setup with chart of accounts tailored to your industry
• Bank account and merchant facility setup support
• WorkCover and payroll tax registrations
• First-quarter onboarding so you don't have to figure it out alone

Best for

• First-time business owners who want to start right, not fix it later
• Tradies going from sole trader to company structure
• Family groups setting up a trust or SMSF for the first time

What's included

• Custom dashboard build (Xero, Looker Studio, Power BI)
• KPI framework design — the 5–7 numbers that matter for your business
• Monthly performance reviews with written commentary
• Customer / product / project profitability analysis
• Cohort analysis for subscription businesses
• Sales pipeline and conversion tracking
• Quarterly deep-dives on margin, unit economics, and growth levers

Best for

• Businesses that have data but can't tell what it means
• Owners making big decisions on gut feel instead of numbers
• Companies wanting to move from monthly P&L reading to real-time decision-making