Stop Flying Blind. Know Your Numbers.
Most business owners have no idea if they're actually making money. You have revenue, but what's your real profit? Where's your cash going? What's actually going to move the needle?
I work with you quarterly to understand your numbers, find the opportunities you're missing, and give you a real strategy—not just spreadsheets.
What I Actually Help With
Real problems. Real solutions. Not theoretical jargon—actionable advice that moves your business forward.
Real Strategic Planning
Not a 50-page document gathering dust. A real plan with specific revenue targets, what moves the needle, and how you'll get there.
- • Know your real growth lever
- • Market positioning that matters
- • Competition—what's actually happening
- • Risks you can actually control
Budgets That Make Sense
Stop guessing. Know what you should be spending and where. Real numbers you can actually track.
- • Budget based on actual data
- • Rolling forecasts that update
- • What-if scenarios for decisions
- • Where you're actually over/under
Cash Flow That Doesn't Scare You
High revenue but terrible cash flow? Let's fix that. Understand your cash runway, fix payment timing, and sleep better.
- • See your cash situation clearly
- • Fix the payment timing problems
- • Know when you need more cash
- • Optimize working capital
Metrics That Actually Matter
Not vanity metrics. The numbers that tell you if your business is actually healthy and profitable.
- • Simple dashboards you understand
- • Monthly reviews that mean something
- • Know how you stack up vs. competitors
- • Spot trends before they become problems
Find Money You're Losing
There's always waste somewhere. Process inefficiencies, bloated costs, unnecessary expenses. Let's find and fix them.
- • Where your costs are actually going
- • Process improvements that save money
- • Margin improvement strategies
- • Quick wins you can implement now
Exit Planning When You Need It
Thinking about selling? Succession planning? Long-term value maximization? Let's build for that today.
- • What your business is actually worth
- • Tax-smart structure planning
- • Building value before exit
- • Transition strategies that work
Key Metrics We Monitor for Your Success
We track the metrics that matter most to your business success. Our advisory team monitors these KPIs monthly and provides actionable insights to drive continuous improvement.
Financial Performance
Operational Efficiency
How We Actually Work Together
No consultants parachuting in. Real ongoing partnership with your business.
Get to Know You
Understand what's actually happening. Your numbers, your challenges, what keeps you up at night.
Do the Analysis
Deep dive into your financials. Find the opportunities you're missing, see the real picture.
Build Your Plan
Real, actionable strategies. Not theory. Specific things you can actually do and measure.
Quarterly Reviews
Every 3 months we check in. Measure progress, adjust strategies, keep you on track.
Let's Figure Out Your Numbers
Free 60-minute session. No sales pitch. We dive into your actual numbers and show you exactly what we'd do differently. You leave with concrete ideas you can implement immediately.
What You'll Receive in Your Free Session:
No obligation • 60-minute session • Written recommendations included
Real Results for Melbourne Businesses
Manufacturing Company Turnaround
A Melbourne manufacturing company was struggling with cash flow issues and declining profitability. Through our strategic advisory process, we identified key operational inefficiencies and implemented targeted improvements.
Results Achieved
Integrate Advisory with Tax & Bookkeeping
Maximize ROI by combining strategic advisory with tax planning and accurate financial records