Business Structuring
Structure advice that doesn't disappear after the invoice. Ongoing support for trusts, entities, and distributions.
Your finance function, handled.
From monthly reporting to strategic decisions, we become the finance team ambitious SME owners rely on. One retainer, one team, one permanent seat at your table.
Business Advisory
Strategic guidance for the decisions that keep you up at night. A thinking partner who's seen the pattern before.
Accounting & Bookkeeping
Books that tell you what's actually happening. Monthly reporting that connects to decisions, not just compliance.
CFO Services
CFO-level thinking without the six-figure salary. Someone in your corner for the calls that matter.
Tax Advisory
Proactive tax planning that happens before you sign, not after. Advice when it can still change the outcome.
Not sure where to start?
Most clients don't pick one service. They pick a partner. We'll figure out the right scope together.
How the retainer model works
One monthly fee
No hourly billing, no surprise invoices. Your scope is agreed upfront, and access is unlimited within it.
Unlimited access
Call when the question comes up, not when the next meeting is scheduled. We respond within hours, not days.
One team, not a vendor
We learn your business once and stay current. No re-explaining context every time you need something.
Advisory built in
Every retainer includes strategic thinking. We don't just process numbers, we help you use them.
Monthly rhythm
Regular reporting, scheduled reviews, and a compliance calendar that runs without you chasing it.
Compliance handled
BAS, tax returns, payroll tax, super. It gets done on time, every time. That's the baseline.
Frequently Asked Questions
No. Most clients work with us across multiple areas. The retainer covers your scope, whether that's bookkeeping plus advisory, or the full CFO function. We figure out what you actually need in the discovery call.
We can work alongside them or take over entirely. Some clients keep their bookkeeper for data entry while we handle reporting and advisory. Others consolidate everything under one roof. We'll recommend what makes sense for your situation.
Start with a discovery call. We'll look at your current setup, your pain points, and where you're headed. Most businesses doing $500K to $5M need bookkeeping plus advisory. Above $5M, you're usually looking at CFO-level support.
Yes. Many clients start with bookkeeping and monthly reporting, then add advisory or CFO services as they grow. The retainer scales with your needs.
Advisory is a thinking partner for decisions. CFO services include that, plus ownership of your finance function: forecasting, board reporting, bank relationships, and strategic planning. If you need someone in the room for the big conversations, that's CFO.
Ready to hand off your finance function?
We'll talk through what's not working, what good financial support looks like, and whether this makes sense for your business. One conversation to see if we're the right fit.
- Walk through your current setup and frustrations
- See what a monthly retainer actually includes
- Leave with clarity, not a sales pitch
