Services · Business advisory
Quarterly advice from a partner who knows your numbers.
Most firms call business advisory “tax planning at year end”. We mean it differently — quarterly reviews, structuring advice when you grow or sell, and a partner who knows what's in your bank account this month, not last August.
What this covers
Everything in scope, in plain English.
- Quarterly profit and cash review meetings
- Pre-30 June tax planning sessions
- Business structuring — companies, trusts, partnerships
- Succession and exit planning (CGT concessions, earnouts, restructures)
- Acquisition and due diligence support
- Profit improvement and cost reviews
- KPI dashboard set-up and review
Why it's different
Next quarter, not last quarter.
01
A partner runs every meeting
Not a manager, not an associate. The partner who knows your file runs every quarterly review.
02
Forward-looking
We tell you what to do next quarter, not just what happened last quarter.
03
Not billed by the hour
Advisory is included in the Small Business Advisor package — not metered by the six-minute unit.
Pricing
Book a 15-minute call → Included from $595/month in the Small Business Advisor package.
One-off engagements — sale prep, restructure, due diligence — quoted on the first call.