Keep tax in the plan.See your next move.

No. You can start with a question, a concern or an idea for what comes next. We’ll take the time to understand your business, what you’re trying to achieve and where you need clarity. Together, we can identify the priorities and discuss the support that would be useful.

Yes. Our advisory support can complement the work your existing accountant already does. For example, you might need help with cashflow forecasting, a business purchase or a commercial decision while keeping your current accounting arrangements. We’ll agree a clear scope and, with your permission, coordinate with your accountant so responsibilities are understood.

No. We’re based in West Perth and work with businesses across Australia. We can meet online or speak by phone, so you can access accounting and advisory support wherever you’re based. We’ll discuss how to share information and keep in touch in a way that suits your business.

We bring together accounting, tax planning, business structuring, financial reporting and business advisory. Depending on your needs, that could mean keeping your records in order, understanding your tax position, reviewing cashflow or assessing your next move. We’ll help you identify the relevant services and agree what’s included before work begins.

Yes. We support business owners at different stages, from getting established to growing, buying another business or preparing to step back. The right starting point depends on your goals, the decisions ahead and the information you already have. We’ll discuss an approach that fits your stage rather than assume you need every service.

Yes. We can review your reporting, the timing of customer payments and upcoming commitments to help explain the difference between profit and cash in the bank. Cashflow analysis and forecasting can then give you a clearer view of the months ahead and help you assess what the business can afford.

Yes. For a potential acquisition, we can review financial information, question assumptions and identify areas that need closer attention. If you’re preparing to sell, pass on ownership or step away, we can help you assess financial readiness and owner dependence. We’ll agree the scope around your circumstances and the decision you’re facing.

The first conversation is a chance to tell us about your business, what matters to you and the questions on your desk. We’ll ask about your current arrangements and the support you’re looking for, explain how we may be able to help and discuss sensible next steps. You can book a complimentary 30-minute conversation using the calendar below.

Start with a short outline of your business and the questions you want to explore. Recent financial reports, cashflow information or details of a proposed purchase can be helpful if you have them, but you don’t need to have every document ready to book. We’ll let you know which information is relevant to the work we discuss.

The scope and fees depend on the support you need, the complexity of your situation and whether the work is a specific project or ongoing advice. We’ll discuss your priorities, explain the proposed work and clarify fees before you decide to proceed. That gives you a clear understanding of what’s included and what the next steps involve.