Chartered Accountant advice, 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.
- CA ANZ Chartered Accountants
- 15+ years advising Brisbane businesses
- Fixed-scope engagements
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.
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.
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.
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.
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.
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.
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.
More from the same team.
CFO Services
When the business needs ongoing, hands-on financial leadership beyond advisory, our virtual CFO service steps in.
ExploreTax Planning and Structuring
Pre-year-end tax modelling and business structures that protect the value you are building.
ExploreBusiness Succession Planning
Sale, transfer, or family succession of the business, planned years ahead so you can exit on your terms.
ExploreReady 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.