Business Advisory for Growing Businesses

Business advisory services help business owners make better financial and operational decisions. They typically include cashflow forecasting and scenario modelling, benchmarking your performance against industry standards, business process improvement, systems and technology advisory, management reporting that goes beyond standard profit and loss statements, and strategic planning for growth, hiring, or restructuring. The goal is to turn your financial data into actionable insight - moving from knowing what happened last quarter to planning what happens next

It depends on scope and frequency. A one-off project like building a cashflow forecast or reviewing your processes might run a few thousand dollars. Ongoing advisory - monthly reporting, benchmarking, and planning sessions - typically starts from $500 to $1,500 per month depending on the complexity of your business. We fixed-fee everything so you know exactly what you're investing before we start

A bookkeeper records and reconciles your financial transactions - making sure your accounts are accurate, your BAS is lodged, and your reports are reliable. A business advisor uses that financial data to help you make better decisions. They build forecasts, model scenarios like hiring or expansion, benchmark your performance against industry peers, and identify where your business is leaking profit or cash. Many businesses need both: accurate books as the foundation, and advisory to turn those numbers into a plan

Most small businesses benefit from advisory when they hit a decision point: considering hiring, evaluating a large purchase, planning for growth, managing a cash crunch, or preparing the business for sale. If you're making financial decisions on gut feel rather than data, that's a clear sign. Businesses turning over $500,000 or more typically have enough complexity that regular advisory - monthly or quarterly - pays for itself through better cash management and sharper decisions

We start by reviewing your Xero accounts and understanding your business goals. From there we build the tools you need - typically a cashflow forecast, a set of management reports tailored to your industry, and KPI benchmarks. Ongoing advisory involves regular review meetings where we walk through your numbers, flag emerging risks or opportunities, and help you plan. The frequency depends on your business: fast-moving businesses meet monthly, others quarterly. All of it runs off your live Xero data, so the advice reflects what's actually happening