Chartered Accountant advice

Business advisors in Brisbane, grounded in your real numbers.

Strategic advice from chartered accountants who already understand your books, your tax position, and your structure. Not generic management consulting, but business decisions backed by the figures.

Book a consultation 07 3399 2300

CA ANZ Chartered Accountants
15+ years advising Brisbane businesses
Fixed-scope engagements

EEA Advisory business adviser working through a growth plan with a Brisbane business owner

Sound familiar?

Strategy without numbers is just an opinion.

You have a business plan but no one is testing it against the actual financials each quarter.
Decisions on hiring, pricing, and capital are being made on gut feel because the reporting is too late or too messy.
Your accountant prepares the tax return but never starts the conversation about where the business is heading.
We sit between your bookkeeper and your tax accountant, asking the questions a CFO would. The answers come from the same chartered accountants who already know your numbers.

What is included

Eight advisory levers, tailored to your stage.

Engagements are scoped to your situation. A start-up needs different conversations to a 20-year family business preparing for sale. We focus on the levers that matter most for your stage.

EEA Advisory team mapping a business growth strategy on a whiteboard

Strategic planning

Annual planning sessions that translate your goals into a measurable plan, with quarterly checkpoints to keep it honest.

Cash flow forecasting

Rolling 13-week and 12-month cash flow models so funding gaps are visible months ahead, not the week before payroll.

Profitability and pricing reviews

Margin analysis by product, service, or customer, with pricing recommendations that lift your bottom line.

Budgeting and financial modelling

Operating budgets, three-statement models, and scenario analyses for capital, expansion, or hiring decisions.

KPI dashboards

A short, readable monthly pack covering the three to five numbers that move your business, not 40 pages of accounting trivia.

Capital and funding strategy

Bank and broker introductions, application support, and structuring advice for equipment finance, working capital, or growth funding.

Board and stakeholder reporting

Monthly or quarterly board packs prepared to a standard external investors, banks, and partners actually trust.

Growth and exit readiness

Preparation for acquisitions, organic expansion, or eventual sale, with the financial story ready for due diligence.

How we work

From discovery to standing meetings, in under four weeks.

01
Discovery
A call to understand the business, the current decision-making cadence, and where strategic input is most needed.
02
Diagnostic
A deeper paid diagnostic across financials, structure, and management reporting. You get a written summary of opportunities and risks.
03
Scope and engagement
We agree the cadence (monthly, quarterly, or project-based) and the scope of work, with a written engagement letter and fixed fee.
04
Standing rhythm
Monthly or quarterly advisory sessions become a fixed point in your calendar, with reporting and actions tracked between meetings.

Business advisory guide

How a business advisor in Brisbane helps at each stage.

The questions a business owner faces change as the business grows. Here is where a business advisor helps most, from setting up to selling.

Choosing the right business structure

Sole trader, partnership, company or trust: each option changes how much tax you pay, how protected your personal assets are, and how easily you can bring in a partner or sell later. A company that qualifies as a base rate entity pays 25 per cent tax on its profits, while a sole trader pays tax at personal marginal rates. A discretionary trust can distribute income across family members.

The right answer depends on your profit, your risk and your plans, and it can change over time. We model the options with your real numbers, including the Division 7A rules that apply when owners take money out of a company.

Starting a business in Queensland

The first few months set up habits that are hard to undo. We help you get the basics right from day one:

ABN, business name registration and the right entity for your plans
GST registration, which is required once turnover reaches $75,000 a year
PAYG withholding, Single Touch Payroll and super for your first employees
A WorkCover Queensland policy once you employ workers
Bookkeeping set up in Xero, so you can see your numbers from the first month

Using your numbers to make decisions

Most owner-operated businesses have plenty of data and very little time to read it. We turn your accounts into a short set of measures, such as gross margin by service or product, break-even revenue, debtor days and cash runway, and review them with you on a fixed schedule. Pricing, hiring and spending decisions are then made against real figures, not memory.

Buying a business

Before you buy, the questions are whether the profit is real, whether it will continue without the current owner, and what you are actually paying for. We review the financial statements and tax returns, adjust earnings for one-off and owner-related items, check stock and employee entitlements, and recommend the structure to buy through. The aim is a price based on evidence, and no surprises after settlement.

Planning a sale or succession

The tax on a business sale can often be reduced significantly with planning, and much less with none. The small business CGT concessions include the 15-year exemption, the 50 per cent active asset reduction, the retirement exemption (up to a $500,000 lifetime limit) and the rollover. Eligibility depends on tests such as aggregated turnover under $2 million or net assets under $6 million, and on how the business and its assets are held.

We start sale and succession planning years ahead where we can, so the structure, the records and the profit history support the price you want.

EEA Advisory business advisor presenting management reports to a Brisbane company

Why EEA Advisory

Advisory that earns its place at your management table.

Chartered Accountant qualifications: Every senior adviser is CA ANZ qualified. The recommendations come with the discipline of professional accounting standards.
Already in your numbers: If we also handle your bookkeeping or tax, the advisory engagement starts with full context. No expensive ramp-up to learn your business.
Outcomes, not slide decks: Each engagement ends with measurable actions and follow-up. We track what was decided, what was done, and what changed in the numbers.
Brisbane based, sector aware: Local market awareness across construction, healthcare, professional services, NDIS, manufacturing, and family business.
Fixed-fee engagements: Scope and fee agreed upfront. No surprise time-and-materials bills, no exposure to consultant scope creep.
Independent and confidential: Advice is independent of any product. We are not paid commissions and we do not push software or finance products you do not need.

FAQ

Questions we hear most often.

Have a question that is not here? Call 07 3399 2300 or book a consultation and we will answer it directly.

What does a business advisor actually do?

A business advisor sits between your bookkeeping and your strategy, asking the questions your numbers are asking. Practically, that looks like cash flow forecasting, pricing reviews, capital decisions, KPI reporting, board packs, and growth or exit planning. The work is grounded in your actual financial position, not generic frameworks.

How is this different from a management consultant?

Management consultants typically deliver a project, hand over a deck, and leave. We become a standing fixture in your management rhythm, with the same chartered accountants who handle your tax and books contributing to strategic decisions. The advice is grounded in continuity, not a one-off engagement.

What size businesses do you advise?

Most of our advisory clients are owner-operated businesses turning over between $1m and $30m, with anywhere from a few staff to teams of 80+. Below $1m the conversation is usually fold-in with bookkeeping. Above $30m we may engage in a project-CFO capacity rather than as a permanent rhythm.

Do we have to switch our bookkeeping or tax to you?

No. Advisory engagements can stand alone. You may already have a long-standing tax agent or bookkeeper you trust. The benefit of bundling does come from one team having full context, but it is your call.

How often do we meet?

The most common rhythm is monthly for active growth or restructure phases, and quarterly for stable businesses with a clear plan. We adjust the cadence as the business changes. Between meetings we are available for short, ad-hoc questions.

Can you help me buy or sell a business?

Yes. For buyers, we review the financials, test whether the profit is sustainable, and recommend the structure to buy through. For sellers, we prepare the business for due diligence and plan the sale around the small business CGT concessions where you are eligible. We work alongside your solicitor and any broker.

Should I operate as a sole trader, company or trust?

It depends on your profit, the risk in your work, and your family and future plans. Sole traders are simple but offer no asset protection. Companies limit liability and can pay a lower tax rate on retained profits. Trusts give flexibility to distribute income. We model the options with your numbers before you decide, because changing structure later can trigger tax.

Will you sit on my board or as a director?

We do not take board director seats, but we regularly attend board meetings as an external advisor or company secretary, and prepare board packs to a standard external stakeholders trust.

Related services

Ready for someone in the room asking the right questions?

Book a consultation. We will tell you honestly whether business advisory will move the needle for your situation, and what the engagement would look like if so.