Book a call

Services

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

Most accountants do one or two of these well. We do all six in-house — so your bookkeeping, tax, compliance and strategy stay perfectly aligned. No handoffs. No "that's not my department."

01

Bookkeeping

Clean books, on time, every month. Xero and MYOB, BAS-ready, audit-trail tight.

Get a quote

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
02

Outsourced CFO

Fractional CFO support for SMEs $1M–$10M revenue. Cash flow, forecasting, board reporting.

Get a quote

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
03

ASIC Agent Services

Annual reviews, company secretarial, director ID, share allotments — we handle it all.

Get a quote

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
04

Tax Planning

Year-round strategy, not just a June scramble. Structure, distributions, and deductions done right.

Get a quote

What's included

  • Quarterly tax position reviews
  • Pre-EOFY tax planning sessions with concrete actions
  • Trust distribution resolutions, properly documented
  • Division 7A compliance and loan agreement management
  • Small business CGT concessions and asset sale structuring
  • R&D tax incentive eligibility assessments
  • ATO audit support and dispute representation

Best for

  • Business owners surprised by their tax bill every year
  • Trusts and family groups with multiple entities to optimise across
  • Anyone planning to sell a business or major asset in the next 1–3 years
05

Business Registration & Setup

New company? Trust? SMSF? We register, structure, and onboard you properly from day one.

Get a quote

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
06

Data Analytics

Turn your Xero data into decisions. Dashboards, KPIs, and the numbers that actually drive growth.

Get a quote

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

Not sure which service you need?

Book a free 30-minute strategy session. We'll talk through your situation and tell you what's actually going to move the needle.

Book a free strategy session